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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 %
SEIA
1401
Signature Estate & Investment Advisors
California
$1.02M +$8.29K +133 +0.8%
TIA
1402
Traphagen Investment Advisors
New Jersey
$1.01M -$4.92K -79 -0.5%
KCP
1403
Kera Capital Partners
California
$1.01M +$1.01M +16,156 New
GWM
1404
GDS Wealth Management
Texas
$1.01M +$128K +2,059 +15%
CT
1405
Clearstead Trust
Maine
$1M +$69.9K +1,121 +7%
AAP
1406
Arax Advisory Partners
Colorado
$1M +$968K +15,528 +2,818%
MFGM
1407
Marshall Financial Group (Maryland)
Maryland
$997K -$15.1K -242 -1%
MCA
1408
Magnolia Capital Advisors
Mississippi
$996K +$49.3K +791 +5%
FSWA
1409
Financial Synergies Wealth Advisors
Texas
$991K -$92.9K -1,491 -9%
TPW
1410
Talon Private Wealth
Florida
$988K +$20.4K +327 +2%
PJWM
1411
Philip James Wealth Mangement
Georgia
$986K +$73.6K +1,181 +8%
MCM
1412
MV Capital Management
Maryland
$974K +$59.8K +959 +7%
SWA
1413
Strata Wealth Advisors
Texas
$973K
FCH
1414
Freestone Capital Holdings
Washington
$971K +$32.2K +516 +3%
TPI
1415
Trust Point Inc
Wisconsin
$970K +$28K +449 +3%
SA
1416
Sovran Advisors
California
$969K +$969K +15,349 New
M
1417
MOTCO
Texas
$967K +$3.3K +53 +0.3%
JAFL
1418
Jay A. Fishman Ltd
Michigan
$966K
WC
1419
Westhampton Capital
North Carolina
$965K +$142K +2,280 +17%
WSWA
1420
Warren Street Wealth Advisors
California
$965K -$2.56K -41 -0.3%
RPGK
1421
Retirement Planning Group (Kansas)
Kansas
$965K +$24.9K +399 +3%
NRG
1422
Nemes Rush Group
Michigan
$965K +$82.7K +1,327 +9%
ETC
1423
Exchange Traded Concepts
Oklahoma
$965K +$804K +12,900 +500%
TIAM2
1424
Tru Independence Asset Management 2
Oregon
$964K +$138K +2,211 +17%
ABTD
1425
Arvest Bank Trust Division
Oklahoma
$962K -$1.54M -24,694 -62%