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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 %
MFT
1476
Moisand Fitzgerald Tamayo
Florida
$872K -$6.23K -100 -0.7%
SAM
1477
Seelaus Asset Management
New Jersey
$871K -$32.5K -521 -4%
HCMT
1478
Highland Capital Management (Tennessee)
Tennessee
$871K -$15K -240 -2%
CAWM
1479
Capital Advisors Wealth Management
Washington
$871K -$60.9K -977 -7%
SL
1480
SWMG LLC
Texas
$869K +$187K +2,849 +27%
SFG
1481
Sovereign Financial Group
Connecticut
$868K -$19.6K -315 -2%
WP
1482
WealthShield Partners
North Carolina
$865K -$393K -6,314 -31%
TYCC
1483
Texas Yale Capital Corp
Florida
$865K +$24.6K +394 +3%
NCM
1484
Narwhal Capital Management
Georgia
$859K
SHFA
1485
SC&H Financial Advisors
Maryland
$858K +$120K +1,919 +16%
CCG
1486
Chatham Capital Group
Georgia
$856K
NLP
1487
Next Level Private
New York
$854K +$3.24K +52 +0.4%
PWS
1488
Proactive Wealth Strategies
Georgia
$851K -$14.3K -230 -2%
BCM
1489
Becker Capital Management
Oregon
$846K
SC
1490
Sepio Capital
Utah
$843K
CPC
1491
Consolidated Planning Corp
Georgia
$837K -$169K -2,710 -17%
SBIA
1492
Sheaff Brock Investment Advisors
Indiana
$836K +$23.4K +375 +3%
RSS
1493
Rosenblum Silverman Sutton
California
$832K
BIAS
1494
Beacon Investment Advisory Services
New Jersey
$827K
EFP
1495
EnRich Financial Partners
Wisconsin
$823K -$14.1K -227 -2%
CBT
1496
Crews Bank & Trust
Florida
$822K +$822K +13,193 New
WPC
1497
Waters Parkerson & Co
Louisiana
$821K +$41.1K +660 +5%
BWAM
1498
Boyd Watterson Asset Management
Ohio
$821K
WEG
1499
World Equity Group
Illinois
$820K +$317K +5,080 +63%
UFA
1500
Uptown Financial Advisors
Texas
$819K +$819K +13,142 New