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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 %
MIM
1251
Marco Investment Management
Georgia
$1.41M -$269K -4,325 -16%
BF
1252
Blankinship & Foster
California
$1.41M -$28.7K -460 -2%
BWA
1253
Beam Wealth Advisors
Louisiana
$1.41M -$44.8K -719 -3%
CCP
1254
Cushing Capital Partners
Wisconsin
$1.41M +$1.41M +22,562 New
CWM
1255
Calamos Wealth Management
Illinois
$1.4M +$3.43K +55 +0.2%
OPAM
1256
Ocean Park Asset Management
California
$1.4M +$777K +12,470 +125%
TFA
1257
Tranquilli Financial Advisor
New Jersey
$1.4M +$1.14M +18,318 +442%
WA
1258
Wealthstream Advisors
New York
$1.4M
SPC
1259
Spirepoint Private Client
Florida
$1.39M +$100K +1,607 +8%
PFG
1260
Pinnacle Financial Group
Illinois
$1.39M +$1.06K +17 +0.1%
GF
1261
GGM Financials
Ohio
$1.39M +$36K +578 +3%
KFGK
1262
Keystone Financial Group (Kentucky)
Kentucky
$1.39M +$24.1K +386 +2%
OC
1263
Oarsman Capital
Wisconsin
$1.39M -$101K -1,625 -7%
MAM
1264
MWA Asset Management
Massachusetts
$1.38M +$35.3K +566 +3%
DIA
1265
Dana Investment Advisors
Wisconsin
$1.37M +$2.24K +36 +0.2%
CFA
1266
CWS Financial Advisors
Michigan
$1.37M +$3.93K +63 +0.3%
PPA
1267
Pacific Point Advisors
California
$1.36M +$1.36M +21,200 New
STA
1268
Smith Thornton Advisors
Alabama
$1.36M -$19K -305 -1%
SWM
1269
Shakespeare Wealth Management
Wisconsin
$1.36M +$19.6K +315 +1%
NPAN
1270
Northeast Planning Associates NH
New Hampshire
$1.36M +$1.36M +21,813 New
BPC
1271
Bearing Point Capital
Minnesota
$1.36M +$1.36M +21,805 New
IPW
1272
Invictus Private Wealth
Colorado
$1.36M -$436 -7 -0%
TCB
1273
Texas Capital Bancshares
Texas
$1.35M +$125K +2,011 +10%
CANC
1274
Culbertson A N & Co
Virginia
$1.35M +$3.12K +50 +0.2%
SCM
1275
Sage Capital Management
New Jersey
$1.35M -$37.9K -609 -3%