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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 %
Luther King Capital Management (LKCM)
1576
Luther King Capital Management (LKCM)
Texas
$544K -$673K
JFG
1577
JMG Financial Group
Illinois
$544K +$1.82K +30 +0.3%
GA
1578
Geller Advisors
New York
$542K
HT
1579
Headlands Technologies
Illinois
$542K +$517K +8,507 +2,050%
TFP
1580
Tilia Fiduciary Partners
North Carolina
$542K -$9.66K -159 -2%
GP
1581
Girard Partners
Pennsylvania
$541K -$26.7K -439 -5%
CSB
1582
City State Bank
Iowa
$541K
FTDI
1583
First Trust Direct Indexing
Massachusetts
$537K +$537K +8,848 New
DCM
1584
Dimension Capital Management
Florida
$536K
CHAM
1585
Clear Harbor Asset Management
Connecticut
$535K
SHIM
1586
Stone House Investment Management
Pennsylvania
$533K +$403K +6,638 +311%
CIC
1587
Cutler Investment Counsel
Oregon
$527K -$250K -4,110 -32%
RI
1588
Ridgewood Investments
New Jersey
$525K -$121 -2 -0%
TPW
1589
Transatlantique Private Wealth
New York
$524K
BA
1590
Brightwater Advisory
Florida
$522K +$522K +8,587 New
PWS
1591
Peterson Wealth Services
Utah
$520K -$48.6K -800 -9%
BSHC
1592
Breed's Hill Capital
Massachusetts
$519K
NAMP
1593
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$518K
WAM
1594
WNY Asset Management
New York
$517K -$121 -2 -0%
FF
1595
Financial Futures
New Jersey
$517K -$6.56K -108 -1%
FPCG
1596
Fort Pitt Capital Group
Pennsylvania
$517K -$417K -6,869 -45%
CWM
1597
Capital Wealth Management
Rhode Island
$516K -$376K -6,185 -42%
MBFW
1598
Morton Brown Family Wealth
Pennsylvania
$516K -$911 -15 -0.2%
HBW
1599
Hazlett, Burt & Watson
West Virginia
$514K +$16.3K +266 +3%
HFAS
1600
Hummer Financial Advisory Services
Illinois
$514K