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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 %
AFG
1326
ABLE Financial Group
Arizona
$895K -$6.32K -104 -0.7%
ACM
1327
Andina Capital Management
Utah
$891K -$5.41K -89 -0.6%
PJWM
1328
Philip James Wealth Mangement
Georgia
$891K -$668 -11 -0.1%
HCMT
1329
Highland Capital Management (Tennessee)
Tennessee
$890K +$22.8K +375 +3%
CCA
1330
Checchi Capital Advisers
California
$889K -$23.7K -390 -3%
PWMG
1331
Private Wealth Management Group
New Jersey
$889K
AF
1332
Apollon Financial
South Carolina
$888K +$30.9K +509 +4%
RWM
1333
Ritholtz Wealth Management
New York
$884K +$210K +3,462 +31%
MA
1334
MONECO Advisors
Connecticut
$882K +$98K +1,613 +12%
KSWA
1335
Kathleen S. Wright Associates
Pennsylvania
$881K -$8.14K -134 -0.9%
CCG
1336
Chatham Capital Group
Georgia
$880K
FA
1337
FF Advisors
California
$880K
SWM
1338
SeaCrest Wealth Management
New York
$878K +$198K +3,256 +29%
GGI
1339
Godsey & Gibb Inc
Virginia
$878K +$11.3K +186 +1%
AWA
1340
Archvest Wealth Advisors
California
$875K
MFT
1341
Moisand Fitzgerald Tamayo
Florida
$873K +$10.5K +173 +1%
TPW
1342
TL Private Wealth
Texas
$871K -$21.8K -363 -2%
O3W
1343
Omni 360 Wealth
New Jersey
$871K +$87.5K +1,441 +11%
TPI
1344
Trust Point Inc
Wisconsin
$869K -$5.47K -90 -0.6%
SC
1345
Scotia Capital
Ontario, Canada
$868K -$19.7K -325 -2%
MLL
1346
Moody Lynn & Lieberson
Massachusetts
$866K
CCA
1347
Conservest Capital Advisors
Pennsylvania
$866K -$15.1K -249 -2%
VWM
1348
Venturi Wealth Management
Texas
$866K +$138K +2,275 +19%
SM
1349
Sweeney & Michel
California
$864K +$864K +14,326 New
NRG
1350
Nemes Rush Group
Michigan
$860K +$53.5K +880 +7%