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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 %
EWM
1301
Empirical Wealth Management
Washington
$1.25M +$369K +5,930 +42%
PFG
1302
PAX Financial Group
Texas
$1.25M -$11.5K -184 -0.9%
IAS
1303
Insigneo Advisory Services
Florida
$1.24M -$48.7K -782 -4%
CWC
1304
Carolinas Wealth Consulting
North Carolina
$1.24M +$31K +497 +3%
PCM
1305
Palisade Capital Management
New Jersey
$1.23M +$316K +5,077 +34%
BLC
1306
Brown, Lisle/Cummings
Rhode Island
$1.23M
LC
1307
Lincoln Capital
Nebraska
$1.23M -$5.92K -95 -0.5%
Russell Investments Group
1308
Russell Investments Group
United Kingdom
$1.23M +$196K +3,142 +19%
RA
1309
Ruggaard & Associates
Ohio
$1.23M +$6.67K +107 +0.5%
SAM
1310
S.A. Mason
Michigan
$1.23M
SAM
1311
Smartleaf Asset Management
Massachusetts
$1.22M +$42K +676 +4%
KHC
1312
Koesten Hirschmann & Crabtree
Kansas
$1.22M -$3.12K -50 -0.3%
ACG
1313
Allen Capital Group
Nebraska
$1.21M -$7.17K -115 -0.6%
USCWA
1314
U.S. Capital Wealth Advisors
Texas
$1.21M +$105K +1,678 +9%
PFA
1315
Pinnacle Family Advisors
Missouri
$1.21M -$23.4K -375 -2%
VWM
1316
Venturi Wealth Management
Texas
$1.21M +$320K +5,130 +36%
EIA
1317
Edgemoor Investment Advisors
Maryland
$1.21M
NCM
1318
NCM Capital Management
New Jersey
$1.21M +$711K +11,411 +144%
BFWM
1319
Bright Futures Wealth Management
New York
$1.2M +$58.9K +913 +5%
AWP
1320
Axis Wealth Partners
Rhode Island
$1.2M +$1.2M +19,315 New
PGAM
1321
Princeton Global Asset Management
New Jersey
$1.2M +$212K +3,395 +21%
CP
1322
Clarendon Private
Massachusetts
$1.2M +$1.2M +19,185 New
FFA
1323
Fortune Financial Advisors
Kansas
$1.19M +$312 +5 +0%
PA
1324
Procyon Advisors
Connecticut
$1.19M +$618K +9,923 +108%
ST
1325
Spinnaker Trust
Maine
$1.19M -$61.7K -991 -5%