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iShares Core S&P Mid-Cap ETF

2,201 hedge funds and large institutions have $64.2B invested in iShares Core S&P Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 957 increasing their positions, 822 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,201
Holders Change
-10
Holders Change %
-0.45%
% of All Funds
32.01%
Holding in Top 10
345
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.27%
% of All Funds
5.02%
New
125
Increased
957
Reduced
822
Closed
102
Calls
$37.3M
Puts
$2.21M
Net Calls
+$35.1M
Net Calls Change
-$19.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
1176
Pinnacle Family Advisors
Missouri
$1.3M +$1.3M +22,265 New
TIM
1177
Tortoise Investment Management
New York
$1.3M -$8.78K -150 -0.7%
ZF
1178
Zhang Financial
Michigan
$1.3M +$117 +2 +0%
STA
1179
Smith Thornton Advisors
Alabama
$1.3M +$1.3M +22,208 New
SCM
1180
Sage Capital Management
New Jersey
$1.29M +$3.51K +60 +0.3%
IPW
1181
Invictus Private Wealth
Colorado
$1.29M -$14.7K -252 -1%
SL
1182
SFM LLC
New Hampshire
$1.29M -$41.8K -715 -3%
CFA
1183
CWS Financial Advisors
Michigan
$1.28M +$70.3K +1,201 +6%
DIA
1184
Dana Investment Advisors
Wisconsin
$1.28M
ACA
1185
Aptus Capital Advisors
Alabama
$1.27M -$59 -1 -0%
WWP
1186
Walden Wealth Partners
Ohio
$1.26M +$18.4K +315 +1%
ACG
1187
Allen Capital Group
Nebraska
$1.26M +$161K +2,757 +15%
TI
1188
Trexquant Investment
Connecticut
$1.26M +$280K +4,788 +29%
KCPG
1189
Kavar Capital Partners Group
Kansas
$1.26M -$23.5K -402 -2%
H
1190
HoyleCohen
California
$1.26M +$1.52K +26 +0.1%
CCM
1191
Colorado Capital Management
Colorado
$1.25M -$127K -2,177 -9%
OAS
1192
Optivise Advisory Services
Tennessee
$1.25M +$1.25M +21,387 New
ST
1193
Spinnaker Trust
Maine
$1.25M -$2.32M -39,634 -65%
CCA
1194
Clearwater Capital Advisors
Illinois
$1.25M -$112K -1,911 -8%
CCWM
1195
Correct Capital Wealth Management
Missouri
$1.25M -$37.7K -645 -3%
MAM
1196
MWA Asset Management
Massachusetts
$1.24M +$1.23K +21 +0.1%
TCM
1197
Tufton Capital Management
Maryland
$1.24M -$45.4K -775 -4%
CANC
1198
Culbertson A N & Co
Virginia
$1.24M +$101K +1,730 +9%
NCFG
1199
New Century Financial Group
New Jersey
$1.24M +$1.24M +21,194 New
LC
1200
Lincoln Capital
Nebraska
$1.24M -$13.2K -226 -1%