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iShares Core S&P Mid-Cap ETF

2,211 hedge funds and large institutions have $65B invested in iShares Core S&P Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 892 increasing their positions, 915 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,211
Holders Change
+52
Holders Change %
+2.41%
% of All Funds
32.05%
Holding in Top 10
353
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-1.67%
% of All Funds
5.12%
New
151
Increased
892
Reduced
915
Closed
75
Calls
$61.1M
Puts
$6.79M
Net Calls
+$54.3M
Net Calls Change
+$30.5M
Name Holding Trade Value Shares
Change
Shares
Change %
FHC
1276
First Heartland Consultants
Missouri
$1.02M +$55.9K +920 +6%
COCM
1277
Charter Oak Capital Management
New Hampshire
$1.02M -$55.9K -921 -5%
PIA
1278
Panoramic Investment Advisors
Colorado
$1.01M -$52.8K -870 -5%
SA
1279
Strategic Advisors
New York
$1M -$24.1K -397 -2%
IIM
1280
Ipswich Investment Management
Massachusetts
$999K -$24.3K -400 -2%
HBWM
1281
Hollow Brook Wealth Management
New York
$999K
TTWM
1282
TCV Trust & Wealth Management
Virginia
$995K +$15.3K +252 +2%
EAM
1283
Evanson Asset Management
California
$995K +$6.56K +108 +0.7%
TCB
1284
Texas Capital Bancshares
Texas
$994K +$246K +4,047 +33%
VAS
1285
Vestmark Advisory Solutions
Massachusetts
$991K +$113K +1,853 +13%
EBSAM
1286
Eubel Brady & Suttman Asset Management
Ohio
$991K -$23.1K -380 -2%
TIA
1287
Traphagen Investment Advisors
New Jersey
$987K -$1.7K -28 -0.2%
SWM
1288
SilverOak Wealth Management
Minnesota
$987K -$8.02K -132 -0.8%
M
1289
MOTCO
Texas
$983K +$26.8K +441 +3%
WCG
1290
Weaver Consulting Group
California
$983K +$132K +2,181 +16%
AIP
1291
Almanack Investment Partners
Pennsylvania
$979K +$20.9K +344 +2%
SWA
1292
Strata Wealth Advisors
Texas
$967K +$18.3K +301 +2%
LWANC
1293
Laurel Wealth Advisors (North Carolina)
North Carolina
$961K -$306K -5,046 -24%
CBFP
1294
Cedar Brook Financial Partners
Ohio
$957K -$19.4K -319 -2%
WMWM
1295
Whitaker-Myers Wealth Managers
Ohio
$955K -$41.5K -684 -4%
FNA
1296
First National Advisers
Nebraska
$948K +$124K +2,040 +15%
T
1297
TNF
Montana
$947K -$149K -2,573 -14%
WEG
1298
World Equity Group
Illinois
$945K -$207K -3,412 -18%
ICP
1299
Interchange Capital Partners
Pennsylvania
$944K -$35.5K -563 -4%
MCWA
1300
Meadow Creek Wealth Advisors
Georgia
$944K -$44.9K -740 -5%