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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 %
DE
1501
Diversified Enterprises
Delaware
$816K -$19.5K -313 -2%
GEA
1502
Glen Eagle Advisors
New Jersey
$816K +$58.4K +938 +8%
MWM
1503
Merriman Wealth Management
Washington
$814K -$4.49K -72 -0.5%
CAG
1504
Csenge Advisory Group
Florida
$814K -$199K -3,192 -20%
YWS
1505
Yarger Wealth Strategies
Ohio
$814K -$5.11K -82 -0.6%
ST
1506
Somerset Trust
Pennsylvania
$813K
WFS
1507
WealthGarden F.S.
California
$808K +$175K +2,810 +28%
PSF
1508
Pacific Sun Financial
California
$808K +$374 +6 +0%
O3W
1509
Omni 360 Wealth
New Jersey
$808K +$8.29K +133 +1%
SFP
1510
Shepherd Financial Partners
Massachusetts
$806K
HC
1511
Hamilton Capital
Ohio
$806K -$28K -450 -3%
CS
1512
Cannell & Spears
New York
$805K +$805K +12,927 New
PMFA
1513
Plante Moran Financial Advisors
Michigan
$802K -$21.2K -340 -3%
GSEP
1514
Golden State Equity Partners
California
$800K +$346K +5,553 +76%
WWA
1515
Wingate Wealth Advisors
Massachusetts
$799K +$799K +12,818 New
SAM
1516
Sawgrass Asset Management
Florida
$798K -$306K -4,910 -28%
PS
1517
Pinney & Scofield
Massachusetts
$796K +$796K +12,780 New
ZIC
1518
ZWJ Investment Counsel
Georgia
$790K +$6.36K +102 +0.8%
LC
1519
Lavaca Capital
Texas
$787K +$357K +5,723 +83%
SCA
1520
Sage Capital Advisors
South Dakota
$786K +$3.18K +51 +0.4%
HPM
1521
Hoxton Planning & Management
West Virginia
$785K -$3.61K -58 -0.5%
FDCDDQ
1522
Federation des caisses Desjardins du Quebec
Quebec, Canada
$782K -$36.6K -587 -4%
DP
1523
Dearborn Partners
Illinois
$780K +$36K +578 +5%
IRAG
1524
Investment Research & Advisory Group
Georgia
$777K +$700K +112,285 +906%
SHJ
1525
Sharkey, Howes & Javer
Colorado
$776K +$30.6K +491 +4%