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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 %
NHC
1551
Nicholas Hoffman & Company
Georgia
$568K +$425 +7 +0.1%
BCM
1552
Becker Capital Management
Oregon
$567K
MIC
1553
Meridian Investment Counsel
California
$566K +$4.56K +75 +0.8%
MWM
1554
Maripau Wealth Management
Indiana
$566K -$7.84K -129 -1%
PAM
1555
Peak Asset Management
Colorado
$565K
PWP
1556
Private Wealth Partners
California
$565K +$5.16K +85 +0.9%
DP
1557
Dearborn Partners
Illinois
$563K -$3.58K -59 -0.6%
LG
1558
LAM Group
Oregon
$562K +$562K +9,250 New
APW
1559
Aurora Private Wealth
New Jersey
$560K +$13.3K +220 +2%
KFP
1560
KMG Fiduciary Partners
Ohio
$555K +$9.9K +163 +2%
EFG
1561
Ethos Financial Group
Pennsylvania
$555K -$24.2K -399 -4%
CCMG
1562
Clark Capital Management Group
Pennsylvania
$555K -$27.3K -449 -5%
SNB
1563
Security National Bank
Nebraska
$553K
RPCA
1564
Running Point Capital Advisors
California
$552K
PP
1565
Prosperity Planning
Missouri
$552K +$13K +214 +2%
KWM
1566
KFG Wealth Management
Indiana
$551K +$123K +2,026 +29%
PAMG
1567
Patton Albertson Miller Group
Tennessee
$550K
LFG
1568
Lazard Frères Gestion
France
$550K
GKIM
1569
GW&K Investment Management
Massachusetts
$550K +$330K +5,425 +150%
RG
1570
Retirement Group
California
$549K -$99K -1,630 -15%
CWM
1571
Centurion Wealth Management
Virginia
$549K -$6.86K -113 -1%
WCP
1572
Wick Capital Partners
Pennsylvania
$548K +$548K +9,017 New
FH
1573
FWG Holdings
Florida
$546K -$16.2K -270 -3%
WC
1574
Wynn Capital
Georgia
$546K -$47.1K -775 -8%
AW
1575
Avion Wealth
Texas
$545K -$3.95K -65 -0.7%