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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 %
KL
1601
KWMG LLC
Kansas
$705K -$312 -5 -0%
SRC
1602
Shufro Rose & Co
New York
$704K +$184K +2,951 +35%
PG
1603
Prostatis Group
Maryland
$703K -$2.93K -47 -0.4%
DTC
1604
Davidson Trust Company
Washington
$702K -$7.42K -119 -1%
WC
1605
Waterloo Capital
Texas
$701K -$528K -8,473 -43%
TI
1606
Trexquant Investment
Connecticut
$701K -$162K -2,594 -19%
KFI
1607
Key Financial Inc
Pennsylvania
$698K +$9.97K +160 +1%
ATC
1608
Adirondack Trust Company
New York
$698K +$19.1K +306 +3%
MWM
1609
Maltin Wealth Management
New Jersey
$694K +$13.4K +215 +2%
CCP
1610
Clarkston Capital Partners
Michigan
$693K
NWM
1611
Napa Wealth Management
California
$692K +$692K +11,110 New
KFSN
1612
Keystone Financial Services (Nebraska)
Nebraska
$692K +$692K +11,100 New
DI
1613
DAGCO Inc
Ohio
$689K +$224K +3,595 +48%
IIC
1614
Ironwood Investment Counsel
Arizona
$688K -$33.3K -535 -5%
MSA
1615
Marathon Strategic Advisors
Pennsylvania
$686K -$9.04K -145 -1%
JWCA
1616
J.W. Coons Advisors
Ohio
$686K -$30.1K -483 -4%
CCA
1617
Clarity Capital Advisors
Florida
$684K
TVAMP
1618
Tennessee Valley Asset Management Partners
Tennessee
$681K +$25.8K +414 +4%
PS
1619
Planned Solutions
California
$681K +$2.06K +33 +0.3%
BFA
1620
Bragg Financial Advisors
North Carolina
$680K -$137K -2,201 -17%
CWM
1621
Crowley Wealth Management
Delaware
$678K +$678K +10,887 New
CCMG
1622
Clark Capital Management Group
Pennsylvania
$676K +$98.5K +1,580 +17%
WAG
1623
Windsor Advisory Group
Ohio
$675K -$65.4K -1,050 -9%
MCCA
1624
Mill Creek Capital Advisors
Pennsylvania
$673K +$54.9K +881 +9%
APW
1625
Austin Private Wealth
Texas
$673K