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iShares Core S&P Mid-Cap ETF

2,435 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, 739 reducing their positions, and 81 closing their positions.

Holders
2,435
Holders Change
+153
Holders Change %
+6.7%
% of All Funds
32.43%
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
739
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 %
FSC
101
Full Sail Capital
Oklahoma
$80.7M +$158K +2,538 +0.2%
LF
102
Lee Financial
Texas
$80.1M +$174K +2,787 +0.2%
VC
103
Vicus Capital
Pennsylvania
$80.1M +$540K +8,667 +0.7%
SFG
104
Sage Financial Group
Pennsylvania
$79.7M +$1.38M +22,157 +2%
State Street
105
State Street
Massachusetts
$79.6M -$8.59M -137,885 -10%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$79.3M -$2.96M -47,539 -4%
AIA
107
Ally Invest Advisors
North Carolina
$77.9M +$2.16M +34,611 +3%
CAM
108
Chandler Asset Management
California
$77.8M -$709K -11,380 -0.9%
RWB
109
RMR Wealth Builders
New Jersey
$75.7M +$4.4M +70,632 +6%
LRIA
110
Leonard Rickey Investment Advisors
Washington
$75.7M +$948K +15,219 +1%
TIAA Trust, National Association
111
TIAA Trust, National Association
North Carolina
$74.6M -$921K -14,782 -1%
PA
112
Planning Alternatives
Michigan
$74.2M +$898K +14,414 +1%
EH
113
Equitable Holdings
New York
$73.9M +$3.57M +57,238 +5%
RWM
114
RKL Wealth Management
Pennsylvania
$72.3M +$1.92M +30,756 +3%
BP
115
Ballentine Partners
Massachusetts
$71.3M +$4.92M +79,015 +7%
DIP
116
DT Investment Partners
Pennsylvania
$71.1M -$124K -1,986 -0.2%
GIM
117
Goelzer Investment Management
Indiana
$70.6M -$2.97M -47,619 -4%
TFO
118
Tarbox Family Office
California
$70.3M -$17.9K -287 -0%
SWP
119
Stratos Wealth Partners
Ohio
$69.4M +$612K +9,824 +0.9%
AFG
120
Arkansas Financial Group
Arkansas
$68.6M -$2.59M -41,520 -4%
MGIA
121
Moneta Group Investment Advisors
Missouri
$68.5M +$1.24M +19,850 +2%
AWE
122
Avidian Wealth Enterprises
Texas
$68.5M +$2.9M +46,489 +4%
PAG
123
Private Advisor Group
New Jersey
$68.1M +$4.38M +70,343 +7%
HI
124
Harbour Investments
Wisconsin
$67.9M +$4.11M +66,027 +6%
LI
125
LVZ Inc
Michigan
$66.6M -$2M -32,176 -3%