IJH icon

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 %
SNB
1576
Security National Bank
Nebraska
$533K
PP
1577
Prosperity Planning
Missouri
$532K
PAMG
1578
Patton Albertson Miller Group
Tennessee
$530K
CSB
1579
City State Bank
Iowa
$528K +$6.44K +110 +1%
TFP
1580
Tilia Fiduciary Partners
North Carolina
$528K +$5.74K +98 +1%
AFC
1581
Adaptive Financial Consulting
Ohio
$527K -$45.1K -770 -8%
LFG
1582
Lazard Frères Gestion
France
$527K
WC
1583
Wynn Capital
Georgia
$526K
GA
1584
Geller Advisors
New York
$523K
VR
1585
Valued Retirements
Texas
$521K +$521K +8,901 New
DCM
1586
Dimension Capital Management
Florida
$516K
CWM
1587
Collaborative Wealth Management
Florida
$515K +$21.1K +360 +4%
CHAM
1588
Clear Harbor Asset Management
Connecticut
$513K -$2.05K -35 -0.4%
SOAMC
1589
Spirit of America Management Corp
New York
$512K +$322K +5,511 +171%
TPW
1590
Transatlantique Private Wealth
New York
$511K +$7.02K +120 +1%
SLG
1591
Stanley-Laman Group
Pennsylvania
$511K +$59.2K +1,011 +13%
WCP
1592
Wick Capital Partners
Pennsylvania
$509K -$18.3K -313 -3%
OPWM
1593
Oxinas Partners Wealth Management
Indiana
$508K -$106K -1,815 -17%
CIC
1594
Cutler Investment Counsel
Oregon
$508K
SHIM
1595
Stone House Investment Management
Pennsylvania
$505K -$8.19K -140 -2%
CPA
1596
Clear Point Advisors
New York
$503K +$19.7K +337 +4%
BSHC
1597
Breed's Hill Capital
Massachusetts
$500K
NAMP
1598
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$499K
WAM
1599
WNY Asset Management
New York
$498K
FF
1600
Financial Futures
New Jersey
$498K