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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 %
TTWM
1526
TCV Trust & Wealth Management
Virginia
$776K +$23.4K +375 +3%
UB
1527
Umpqua Bank
Oregon
$776K
WLPWM
1528
Walled Lake Planning & Wealth Management
Illinois
$776K -$436 -7 -0.1%
IWB
1529
Innovative Wealth Building
Maryland
$775K +$775K +12,435 New
QWP
1530
Quotient Wealth Partners
Texas
$774K -$36.8K -590 -5%
WP
1531
Westmount Partners
California
$773K +$1.68K +27 +0.2%
EWM
1532
Executive Wealth Management
Michigan
$771K +$10K +161 +1%
AF
1533
Alerus Financial
North Dakota
$770K
MWM
1534
Modern Wealth Management
Kansas
$769K +$198K +3,180 +35%
RDWM
1535
Red Door Wealth Management
Tennessee
$769K +$173K +2,780 +29%
SWM
1536
Shelton Wealth Management
Texas
$768K -$7.1K -114 -0.9%
AA
1537
Apriem Advisors
California
$768K +$768K +12,320 New
CMP
1538
Courage Miller Partners
Virginia
$766K +$1.81K +29 +0.2%
RWM
1539
Riverchase Wealth Management
Texas
$765K +$765K +12,280 New
ERIM
1540
Eagle Ridge Investment Management
Connecticut
$764K -$7.23K -116 -0.9%
AFG
1541
ABLE Financial Group
Arizona
$764K -$5.48K -88 -0.7%
SC
1542
Stephens Consulting
Michigan
$764K -$12.3K -197 -2%
CCM
1543
Cambridge Capital Management
Illinois
$760K +$810 +13 +0.1%
PCG
1544
Prosperity Consulting Group
Maryland
$758K -$9.66K -155 -1%
TNB
1545
Thomasville National Bank
Georgia
$757K -$1.56K -25 -0.2%
FMI
1546
F/M Investments
District of Columbia
$757K +$360K +5,777 +91%
RZH
1547
Relyea Zuckerberg Hanson
Connecticut
$756K +$3.18K +51 +0.4%
PIA
1548
Panoramic Investment Advisors
Colorado
$754K -$36.2K -581 -5%
GWSA
1549
Global Wealth Strategies & Associates
Colorado
$752K +$125 +2 +0%
HWM
1550
Horizons Wealth Management
North Carolina
$752K