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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 %
TW
1276
TritonPoint Wealth
Maryland
$1.34M -$258K -4,141 -16%
CIA
1277
Compass Ion Advisors
Pennsylvania
$1.34M -$4.55K -73 -0.3%
KCPG
1278
Kavar Capital Partners Group
Kansas
$1.34M -$1.25K -20 -0.1%
TIM
1279
Tortoise Investment Management
New York
$1.34M -$17.1K -275 -1%
LNB
1280
Ledyard National Bank
$1.34M -$9.41K -151 -0.7%
SL
1281
SFM LLC
New Hampshire
$1.33M -$2.8K -45 -0.2%
DI
1282
Disciplined Investments
Oklahoma
$1.33M +$11.3K +181 +0.9%
WMP
1283
Wealth Management Partners
Arizona
$1.33M +$21.2K +341 +2%
DWM
1284
Diversify Wealth Management
Utah
$1.32M +$153K +2,470 +13%
SW
1285
Simplicity Wealth
New Jersey
$1.3M +$679K +10,899 +110%
FNA
1286
First National Advisers
Nebraska
$1.3M -$32.3K -519 -2%
FFA
1287
First Foundation Advisors
California
$1.29M +$15.3K +246 +1%
CCWM
1288
Correct Capital Wealth Management
Missouri
$1.29M
APP
1289
Avantax Planning Partners
Iowa
$1.29M +$50.9K +817 +4%
CA
1290
CGN Advisors
Kansas
$1.28M +$35.8K +575 +3%
CP
1291
Creekside Partners
California
$1.27M -$16.8K -270 -1%
SC
1292
Sapient Capital
Indiana
$1.27M +$16.3K +262 +1%
TWM
1293
Thrive Wealth Management
Pennsylvania
$1.27M +$35.3K +566 +3%
PFGIA
1294
Patriot Financial Group Insurance Agency
Massachusetts
$1.27M +$218K +3,497 +21%
LA
1295
Legacy Advisors
Pennsylvania
$1.27M
AWM
1296
Ameliora Wealth Management
Switzerland
$1.26M +$1.26M +20,292 New
ESB
1297
Essex Savings Bank
Connecticut
$1.26M +$184K +2,950 +17%
PWM
1298
PBMares Wealth Management
Virginia
$1.26M +$9.28K +149 +0.7%
LSA
1299
Lansing Street Advisors
Pennsylvania
$1.26M +$5.11K +82 +0.4%
CWA
1300
Continuum Wealth Advisors
New York
$1.26M