IJH icon

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 %
LCM
1376
LVM Capital Management
Michigan
$1.06M -$27.2K -437 -3%
OCM
1377
One Capital Management
California
$1.06M -$26.3K -422 -2%
TWP
1378
Tempus Wealth Planning
California
$1.05M +$429K +6,877 +68%
SXL
1379
Summit X LLC
Missouri
$1.05M +$36.4K +584 +4%
PI
1380
PFG Investments
New York
$1.05M +$60K +963 +6%
AP
1381
Appleton Partners
Massachusetts
$1.05M -$8.72K -140 -0.8%
XT
1382
XTX Topco
Cayman Islands
$1.05M +$1.05M +16,816 New
IWP
1383
Invenio Wealth Partners
Florida
$1.05M -$12.5K -200 -1%
HNW
1384
High Note Wealth
Minnesota
$1.05M
SFO
1385
Stenger Family Office
Illinois
$1.05M +$1.05M +16,779 New
AFO
1386
Allie Family Office
Florida
$1.04M
WTA
1387
Washington Trust Advisors
Massachusetts
$1.04M +$10.1K +162 +1%
TA
1388
TFG Advisers
Michigan
$1.04M -$6.98K -112 -0.7%
SWM
1389
SilverOak Wealth Management
Minnesota
$1.04M
HCM
1390
Howland Capital Management
Massachusetts
$1.04M
TSMHT
1391
Thurston Springer Miller Herd & Titak
Indiana
$1.03M +$85.5K +1,372 +9%
ACP
1392
Aveo Capital Partners
Colorado
$1.03M +$192K +3,074 +23%
MWA
1393
Midland Wealth Advisors
Illinois
$1.03M -$108K -1,728 -9%
S
1394
SignatureFD
Georgia
$1.03M +$7.66K +123 +0.8%
VCP
1395
Verus Capital Partners
Arizona
$1.03M +$27.2K +436 +3%
HBWM
1396
Hollow Brook Wealth Management
New York
$1.03M
DWM
1397
Daner Wealth Management
Georgia
$1.02M +$1.02M +15,700 New
ST
1398
Sageworth Trust
Pennsylvania
$1.02M
EAM
1399
Evanson Asset Management
California
$1.02M +$7.1K +114 +0.7%
WCG
1400
Weaver Consulting Group
California
$1.02M +$17.9K +287 +2%