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iShares Core S&P Mid-Cap ETF

2,436 hedge funds and large institutions have $77.2B invested in iShares Core S&P Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 1,087 increasing their positions, 740 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,436
Holders Change
+154
Holders Change %
+6.75%
% of All Funds
32.42%
Holding in Top 10
387
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+10.57%
% of All Funds
5.15%
New
282
Increased
1,087
Reduced
740
Closed
81
Calls
$43.3M
Puts
$4.04M
Net Calls
+$39.2M
Net Calls Change
-$8.04M
Name Holding Trade Value Shares
Change
Shares
Change %
CIC
1051
Carnegie Investment Counsel
Ohio
$2.32M -$90.4K -1,451 -4%
KAS
1052
KPP Advisory Services
Kentucky
$2.32M -$386K -6,188 -14%
FIA
1053
Foundations Investment Advisors
Arizona
$2.31M +$906K +14,543 +64%
CSIC
1054
Clifford Swan Investment Counsel
California
$2.31M
PGWM
1055
Pitti Group Wealth Management
New York
$2.3M +$1.87M +30,034 +435%
LIM
1056
Letson Investment Management
Georgia
$2.29M
AssetMark Inc
1057
AssetMark Inc
California
$2.29M +$882K +14,151 +63%
IF
1058
Intrua Financial
Texas
$2.28M -$163K -2,619 -7%
ASW
1059
Astoria Strategic Wealth
Texas
$2.28M +$125 +2 +0%
AWA
1060
Amplius Wealth Advisors
Pennsylvania
$2.27M +$196K +3,143 +9%
GAM
1061
Gotham Asset Management
New York
$2.27M -$7.91K -127 -0.3%
AF
1062
Amara Financial
California
$2.26M -$14.1K -227 -0.6%
WDL
1063
Well Done LLC
Michigan
$2.25M
EA
1064
Everpar Advisors
Oklahoma
$2.24M +$107K +1,720 +5%
WWC
1065
Waypoint Wealth Counsel
Georgia
$2.24M +$7.23K +116 +0.3%
OC
1066
Opinicus Capital
Florida
$2.24M -$49.1K -788 -2%
WTB
1067
Washington Trust Bank
Washington
$2.23M -$23.1K -370 -1%
TWP
1068
Triad Wealth Partners
Kansas
$2.23M -$3.81M -61,094 -63%
CIAS
1069
CBIZ Investment Advisory Services
Ohio
$2.22M -$219K -3,510 -9%
BFC
1070
Bedel Financial Consulting
Indiana
$2.22M +$59K +909 +3%
OCM
1071
Orion Capital Management
California
$2.19M -$286K -4,584 -12%
MA
1072
MONECO Advisors
Connecticut
$2.19M +$1.27M +20,320 +138%
PWM
1073
Prosperity Wealth Management
California
$2.18M +$158K +2,536 +8%
PFG
1074
Prosperity Financial Group
California
$2.18M +$107K +1,723 +5%
HSWS
1075
Higgins & Schmidt Wealth Strategies
Colorado
$2.17M -$592K -9,503 -21%