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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 %
TR
1076
Tepp RIA
New Jersey
$2.17M +$2.17M +34,787 New
AIA
1077
Arcadia Investment Advisors
Idaho
$2.16M -$11.2K -179 -0.5%
BFO
1078
Biltmore Family Office
North Carolina
$2.16M -$589K -9,456 -21%
NWMP
1079
Noble Wealth Management PBC
Colorado
$2.16M +$2.16M +34,596 New
DCM
1080
Donaldson Capital Management
Indiana
$2.15M +$299K +4,805 +16%
BAAM
1081
Baker Avenue Asset Management
California
$2.15M -$143K -2,299 -6%
LSWP
1082
Liberty Square Wealth Partners
Pennsylvania
$2.15M +$2.15M +33,590 New
MIM
1083
Macroview Investment Management
Maryland
$2.14M +$58.3K +936 +3%
TFG
1084
Taylor Financial Group
Virginia
$2.13M +$185K +2,971 +10%
M
1085
MATAURO
New York
$2.12M +$2.12M +34,100 New
SCA
1086
St. Clair Advisors
Ohio
$2.12M +$2.18K +35 +0.1%
RWIA
1087
Roger Wittlin Investment Advisory
California
$2.12M +$9.04K +145 +0.4%
LWL
1088
Leo Wealth LLC
Texas
$2.1M +$98.7K +1,584 +5%
CWM
1089
Campbell Wealth Management
Virginia
$2.08M -$1.93K -31 -0.1%
KTA
1090
Keeley-Teton Advisors
Illinois
$2.07M -$279K -4,480 -12%
MBTD
1091
Mechanics Bank - Trust Department
California
$2.07M -$33.3K -535 -2%
WGCA
1092
Wolf Group Capital Advisors
Virginia
$2.07M
BSG
1093
Black Swift Group
Colorado
$2.07M +$424K +6,805 +26%
NWMG
1094
National Wealth Management Group
Ohio
$2.06M +$210K +3,367 +11%
ACIM
1095
Azimuth Capital Investment Management
Michigan
$2.06M -$93.5K -1,500 -4%
SIA
1096
SeaBridge Investment Advisors
New Jersey
$2.06M
RWP
1097
Revolve Wealth Partners
New Jersey
$2.05M -$1.93K -31 -0.1%
TIA
1098
Tiemann Investment Advisors
California
$2.05M -$76K -1,220 -4%
CG
1099
Caprock Group
Idaho
$2.04M -$7.79K -125 -0.4%
PTC
1100
Philadelphia Trust Company
Pennsylvania
$2.03M -$112K -1,795 -5%