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iShares Core S&P Mid-Cap ETF

2,435 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, 739 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,435
Holders Change
+153
Holders Change %
+6.7%
% 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
739
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 %
VOYA Investment Management
126
VOYA Investment Management
Georgia
$66.2M +$15.2M +244,397 +30%
Cambridge Investment Research Advisors
127
Cambridge Investment Research Advisors
Iowa
$65.8M +$2.94M +47,112 +5%
Bank of Nova Scotia
128
Bank of Nova Scotia
Ontario, Canada
$65M
IWC
129
Integrated Wealth Concepts
Massachusetts
$64.9M +$466K +7,472 +0.7%
AllianceBernstein
130
AllianceBernstein
Tennessee
$64.5M +$4.33M +69,469 +7%
CCFCSB
131
Cape Cod Five Cents Savings Bank
Massachusetts
$64.4M
CAL
132
Capital Analysts LLC
Pennsylvania
$62.9M +$15K +241 +0%
DWM
133
Destination Wealth Management
California
$62M -$745K -11,952 -1%
FHA
134
First Horizon Advisors
Tennessee
$61.8M +$607K +9,740 +1%
WTC
135
WhitTier Trust Company
Nevada
$61.7M +$686K +11,011 +1%
AWA
136
Alaska Wealth Advisors
Alaska
$60.1M +$3.63M +58,185 +6%
CA
137
Clearstead Advisors
Ohio
$60M +$317K +5,089 +0.5%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$59.6M +$4.53M +72,659 +8%
HI
139
Horizon Investments
North Carolina
$59.5M +$50M +802,206 +528%
BSB
140
Bangor Savings Bank
Maine
$59.4M +$741K +11,889 +1%
MA
141
MCF Advisors
Kentucky
$58.9M -$5.21M -83,558 -8%
VA
142
Valmark Advisers
Ohio
$58.2M -$937K -15,038 -2%
PRA
143
Pine Ridge Advisers
New York
$55.2M +$666K +10,685 +1%
FTWA
144
Fifth Third Wealth Advisors
Ohio
$55.1M +$5.44M +87,382 +11%
Mercer Global Advisors
145
Mercer Global Advisors
Colorado
$55M -$97.2M -1,559,585 -64%
CPIG
146
Chicago Partners Investment Group
Illinois
$54.9M -$3.16M -50,408 -5%
MWM
147
Modera Wealth Management
New Jersey
$54.8M +$3.04M +48,834 +6%
RIS
148
Retirement Income Solutions
Michigan
$54.5M +$11.7M +187,417 +27%
AF
149
Arrow Financial
New York
$54M -$1.18M -18,894 -2%
MPWT
150
MassMutual Private Wealth & Trust
Connecticut
$53.2M -$4.17M -66,988 -7%