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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.

Holders
2,201
Holders Change
-10
Holders Change %
-0.45%
% of All Funds
32.02%
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 %
FSC
101
Full Sail Capital
Oklahoma
$76M +$4.07M +69,497 +6%
VC
102
Vicus Capital
Pennsylvania
$74.1M +$188K +3,216 +0.3%
CAM
103
Chandler Asset Management
California
$73.8M -$342K -5,850 -0.5%
TIAA Trust, National Association
104
TIAA Trust, National Association
North Carolina
$72.6M -$9.35M -159,809 -11%
SFG
105
Sage Financial Group
Pennsylvania
$72.3M +$4.9M +83,761 +7%
LF
106
Lee Financial
Texas
$71.3M +$562K +9,603 +0.8%
LRIA
107
Leonard Rickey Investment Advisors
Washington
$69.9M +$1.08M +18,488 +2%
PA
108
Planning Alternatives
Michigan
$68.6M +$623K +10,650 +0.9%
AFG
109
Arkansas Financial Group
Arkansas
$67.4M -$2.01M -34,342 -3%
GIM
110
Goelzer Investment Management
Indiana
$66.5M +$69.6K +1,190 +0.1%
TFO
111
Tarbox Family Office
California
$66M -$420K -7,185 -0.6%
RWB
112
RMR Wealth Builders
New Jersey
$65M +$2.99M +51,131 +5%
DIP
113
DT Investment Partners
Pennsylvania
$64.9M +$17.2M +294,336 +36%
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$64.9M -$21.5K -367 -0%
PFM
115
Phillips Financial Management
Indiana
$64.4M -$3.14M -53,725 -5%
VOYA Investment Management
116
VOYA Investment Management
Georgia
$64.3M +$24.4M +416,114 +61%
RWM
117
RKL Wealth Management
Pennsylvania
$63.7M +$2.7M +46,118 +4%
LI
118
LVZ Inc
Michigan
$62.8M -$1.79M -30,508 -3%
MGIA
119
Moneta Group Investment Advisors
Missouri
$62.5M -$95.2K -1,626 -0.2%
SWP
120
Stratos Wealth Partners
Ohio
$62M -$1.19M -20,419 -2%
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
$61.7M +$4.75M +81,170 +8%
EH
122
Equitable Holdings
New York
$61.5M +$2.29M +39,083 +4%
Bank of Nova Scotia
123
Bank of Nova Scotia
Ontario, Canada
$61.1M -$21.1K -360 -0%
CCFCSB
124
Cape Cod Five Cents Savings Bank
Massachusetts
$60.6M -$2.51M -42,854 -4%
P
125
&Partners
Tennessee
$59.4M +$33M +560,448 +125%