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iShares Core S&P Mid-Cap ETF

2,201 hedge funds and large institutions have $64.2B invested in iShares Core S&P Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 957 increasing their positions, 822 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,201
Holders Change
-10
Holders Change %
-0.45%
% of All Funds
32.01%
Holding in Top 10
345
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.27%
% of All Funds
5.02%
New
125
Increased
957
Reduced
822
Closed
102
Calls
$37.3M
Puts
$2.21M
Net Calls
+$35.1M
Net Calls Change
-$19.2M
Name Holding Trade Value Shares
Change
Shares
Change %
RBC
1526
Romano Brothers & Co
Illinois
$594K +$3.16K +54 +0.5%
JHCP
1527
Jackson Hole Capital Partners
Oklahoma
$594K -$14K -240 -2%
CCMG
1528
Clark Capital Management Group
Pennsylvania
$591K +$57.1K +976 +11%
NC
1529
Napatree Capital
Rhode Island
$591K -$3.22K -55 -0.5%
HFA
1530
High Falls Advisors
New York
$591K +$14.9K +254 +3%
ACP
1531
Aviance Capital Partners
Florida
$590K
RFS
1532
Richardson Financial Services
Massachusetts
$588K -$1.87K -32 -0.3%
ZIG
1533
Zullo Investment Group
Pennsylvania
$587K -$40.4K -690 -6%
KFP
1534
KMG Fiduciary Partners
Ohio
$586K +$50.4K +862 +9%
GIA
1535
Guyasuta Investment Advisors
Pennsylvania
$584K
FPCP
1536
Fort Point Capital Partners
California
$583K -$33.9K -579 -5%
WAG
1537
Wallace Advisory Group
California
$581K +$458K +7,824 +370%
CWP
1538
CFM Wealth Partners
Texas
$579K
GKIM
1539
GW&K Investment Management
Massachusetts
$579K +$49.7K +850 +9%
GWP
1540
Gen-Wealth Partners
Michigan
$575K +$480K +8,205 +505%
FNB
1541
Farmers National Bank
Kentucky
$574K -$2.05K -35 -0.4%
MPW
1542
Melone Private Wealth
Michigan
$573K -$16.5K -282 -3%
GWANC
1543
Guardian Wealth Advisors (North Carolina)
North Carolina
$573K -$3.28K -56 -0.6%
IPWA
1544
International Private Wealth Advisors
California
$568K -$51.1K -874 -8%
SBLIC
1545
Security Benefit Life Insurance Company
Kansas
$568K -$17.6K -300 -3%
NPP
1546
New Potomac Partners
Maryland
$566K -$2.69K -46 -0.5%
AIM
1547
Athena Investment Management
California
$565K
GC
1548
Gratus Capital
Georgia
$564K +$293K +5,000 +108%
BI
1549
Ballast Inc
Kentucky
$563K +$3.28K +56 +0.6%
EFG
1550
Ethos Financial Group
Pennsylvania
$561K +$26.4K +452 +5%