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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 %
MAS
1201
Madden Advisory Services
Florida
$1.58M +$2.68K +43 +0.2%
EK
1202
Evensky & Katz
Florida
$1.58M -$14.1K -227 -0.9%
GSIAS
1203
Garden State Investment Advisory Services
New Jersey
$1.58M +$6.61K +106 +0.4%
CCA
1204
Cora Capital Advisors
New Jersey
$1.57M +$24.9K +400 +2%
VF
1205
Vawter Financial
Ohio
$1.57M -$54.6K -877 -3%
AAM
1206
Ameraudi Asset Management
New York
$1.57M -$62 -1 -0%
DW
1207
Dodds Wealth
Colorado
$1.57M +$119K +1,820 +8%
TBT
1208
Texas Bank & Trust
Texas
$1.55M +$1.55M +24,937 New
CPIA
1209
Cornell Pochily Investment Advisors
New York
$1.55M +$217K +3,489 +16%
EPA
1210
Element Pointe Advisors
Florida
$1.55M
RMCM
1211
Reynders McVeigh Capital Management
Massachusetts
$1.55M
TMWM
1212
Taylor & Morgan Wealth Management
Michigan
$1.54M -$140K -2,239 -8%
SDWMA
1213
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.54M +$699K +11,214 +83%
KW
1214
KWB Wealth
California
$1.53M -$1.75K -28 -0.1%
WCM
1215
Winthrop Capital Management
Indiana
$1.53M +$1.53M +24,534 New
DSC
1216
Duncker Streett & Co
Missouri
$1.52M +$62 +1 +0%
AFG
1217
Atomi Financial Group
New York
$1.51M +$391K +6,276 +35%
FGA
1218
Fortis Group Advisors
New Jersey
$1.51M +$966K +15,502 +177%
CL
1219
CLG LLC
California
$1.5M +$1.5M +24,127 New
CFS
1220
Coordinated Financial Services
Colorado
$1.5M +$1.5M +24,090 New
PCM
1221
Presidio Capital Management
California
$1.5M +$394K +6,326 +36%
CWS
1222
Confluence Wealth Services
Pennsylvania
$1.5M -$35K -535 -2%
OWA
1223
Octavia Wealth Advisors
Ohio
$1.5M -$935 -15 -0.1%
CAM
1224
Costello Asset Management
Pennsylvania
$1.5M +$1.47M +23,611 +5,888%
CPP
1225
Capasso Planning Partners
South Carolina
$1.49M -$1.06M -17,035 -42%