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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 %
NA
1576
Navellier & Associates
Nevada
$726K -$276K -4,425 -28%
MEAC
1577
M.E. Allison & Co
Texas
$725K +$725K +11,635 New
CWM
1578
Centricity Wealth Management
Ohio
$725K +$725K +11,632 New
MCM
1579
McRae Capital Management
New Jersey
$725K +$3.93K +63 +0.5%
BIP
1580
Blueprint Investment Partners
North Carolina
$724K +$25.2K +404 +4%
PL
1581
Plancorp LLC
Missouri
$724K -$18.4K -296 -2%
TWM
1582
Trueblood Wealth Management
Ohio
$723K +$288K +4,622 +66%
BDWCC
1583
B&D White Capital Company
Texas
$722K +$722K +11,580 New
FNBSF
1584
First National Bank Sioux Falls
South Dakota
$721K -$374 -6 -0.1%
OPWM
1585
Oakwell Private Wealth Management
Texas
$720K
BFS
1586
BridgePort Financial Solutions
Iowa
$718K +$718K +11,730 New
CPBTD
1587
Central Pacific Bank - Trust Division
Hawaii
$718K +$328K +5,258 +84%
WOC
1588
West Oak Capital
California
$717K
ARC
1589
Advisor Resource Council
Texas
$717K +$717K +11,507 New
Legacy Financial Group (Iowa)
1590
Legacy Financial Group (Iowa)
Iowa
$716K -$44.6K -715 -6%
VPIM
1591
Vanguard Personalized Indexing Management
California
$716K -$30.6K -491 -4%
ClearBridge Investments
1592
ClearBridge Investments
New York
$715K
SAM
1593
Summit Asset Management
Tennessee
$713K -$13.5K -217 -2%
FFW
1594
Fusion Family Wealth
New York
$712K +$4.99K +80 +0.7%
SC
1595
Slow Capital
California
$710K
IC
1596
Innealta Capital
Texas
$710K +$290K +4,650 +69%
KWM
1597
KFG Wealth Management
Indiana
$708K -$17.2K -276 -2%
SWA
1598
Strategies Wealth Advisors
Michigan
$708K -$96.9K -1,512 -12%
TI
1599
Truepoint Inc
Ohio
$706K -$95K -1,525 -12%
TFP
1600
Tilia Fiduciary Partners
North Carolina
$706K -$22.4K -359 -3%