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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 %
AWP
1126
Ascent Wealth Partners
New York
$1.92M +$37.9K +609 +2%
BB
1127
Berkshire Bank
Massachusetts
$1.92M +$74.8K +1,200 +4%
TSW
1128
Three Seasons Wealth
Utah
$1.91M -$204K -3,280 -10%
DWG
1129
Darden Wealth Group
Michigan
$1.9M -$11.3K -181 -0.6%
PPC
1130
Park Place Capital
Alabama
$1.9M -$134K -2,155 -7%
AWA
1131
Aaron Wealth Advisors
Illinois
$1.9M +$237K +3,799 +14%
FAM
1132
Forte Asset Management
New York
$1.89M -$178K -2,859 -9%
PCMC
1133
Private Capital Management (Colorado)
Colorado
$1.89M +$37.8K +606 +2%
AFP
1134
Ausdal Financial Partners
Iowa
$1.89M +$165K +2,646 +10%
CCT
1135
Capital City Trust
Florida
$1.89M
LRWA
1136
Long Run Wealth Advisors
New York
$1.89M -$28.5K -458 -1%
TW
1137
TrinityPoint Wealth
Connecticut
$1.89M +$60.7K +974 +3%
FWP
1138
Forefront Wealth Partners
Texas
$1.88M +$1.88M +30,096 New
OCM
1139
Objective Capital Management
Ohio
$1.88M +$53K +851 +3%
NCG
1140
Newport Capital Group
New Jersey
$1.87M -$43.9K -704 -2%
CAMG
1141
CWA Asset Management Group
Florida
$1.87M +$645K +10,351 +53%
GJIA
1142
Glass Jacobson Investment Advisors
Maryland
$1.85M -$19.7K -316 -1%
IP
1143
Ignite Planners
California
$1.85M -$49.9K -793 -3%
FB
1144
Finward Bancorp
Indiana
$1.85M +$1.85M +29,725 New
IFO
1145
Independent Family Office
New York
$1.85M +$182K +2,925 +11%
FNC
1146
First National Corp
Massachusetts
$1.84M +$119K +1,917 +7%
IP
1147
Investment Partners
Ohio
$1.84M -$117K -1,874 -6%
TIAAOA
1148
Teachers Insurance & Annuity Association of America
New York
$1.84M -$74.3K -1,192 -4%
CCA
1149
Carrera Capital Advisors
Michigan
$1.83M -$358K -5,743 -16%
OHWP
1150
Oak Harbor Wealth Partners
North Carolina
$1.83M +$267K +4,283 +17%