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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 %
FFP
1501
FourThought Financial Partners
Florida
$640K -$4.01K -66 -0.6%
FPCP
1502
Fort Point Capital Partners
California
$640K -$61 -1 -0%
WJWM
1503
Williams Jones Wealth Management
New York
$639K -$211K -3,480 -25%
OPWM
1504
Oxinas Partners Wealth Management
Indiana
$638K -$20.7K -340 -3%
PAG
1505
Paladin Advisory Group
Iowa
$636K -$15.1K -250 -2%
HWA
1506
HHM Wealth Advisors
Tennessee
$633K
FGA
1507
Fortis Group Advisors
New Jersey
$631K +$631K +10,395 New
JHCP
1508
Jackson Hole Capital Partners
Oklahoma
$631K +$153K +2,511 +32%
HWM
1509
Howard Wealth Management
Connecticut
$630K
RWA
1510
Redhawk Wealth Advisors
Minnesota
$627K -$34.8K -573 -5%
WC
1511
Waterloo Capital
Texas
$627K -$421K -6,929 -40%
AFP
1512
Ausdal Financial Partners
Iowa
$626K +$16.3K +268 +3%
EB
1513
Emprise Bank
Kansas
$624K +$624K +10,275 New
RIA
1514
Realta Investment Advisors
Delaware
$624K -$4.74K -78 -0.8%
TB
1515
Terril Brothers
Missouri
$623K
BST
1516
Bath Savings Trust
Maine
$620K +$138K +2,273 +29%
IA
1517
Insight Advisors
Pennsylvania
$619K +$26.3K +433 +4%
SHFA
1518
SC&H Financial Advisors
Maryland
$618K +$24.3K +400 +4%
FCH
1519
Freestone Capital Holdings
Washington
$616K +$616K +10,138 New
RBC
1520
Romano Brothers & Co
Illinois
$613K
ACP
1521
Aviance Capital Partners
Florida
$613K -$15.2K -250 -2%
RFS
1522
Richardson Financial Services
Massachusetts
$612K +$6.5K +107 +1%
MPW
1523
Melone Private Wealth
Michigan
$612K -$15.3K -252 -2%
NB
1524
Nicolet Bankshares
Wisconsin
$610K +$4.25K +70 +0.7%
FGAM
1525
Financial Gravity Asset Management
Texas
$609K -$3.6M -37,294 -86%