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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 %
SCP
1626
Stevens Capital Partners
Nebraska
$492K +$3.34K +55 +0.7%
BWL
1627
Bogart Wealth LLC
Virginia
$490K -$2.06M -33,929 -81%
HWM
1628
Hemington Wealth Management
Virginia
$488K
TWP
1629
Tempus Wealth Planning
California
$488K +$90.7K +1,494 +23%
AAM
1630
Augustine Asset Management
Florida
$487K
EHC
1631
Everett Harris & Co
California
$487K +$3.04K +50 +0.6%
SMA
1632
Seven Mile Advisory
New Jersey
$486K
HFS
1633
Haverford Financial Services
Pennsylvania
$486K
MWM
1634
Melfa Wealth Management
Massachusetts
$485K +$485K +7,980 New
MCA
1635
Martin Capital Advisors
Texas
$484K
FPB
1636
First PREMIER Bank
South Dakota
$484K -$7.6K -125 -2%
FF
1637
Friedenthal Financial
New Jersey
$484K +$484K +7,961 New
SRC
1638
Shufro Rose & Co
New York
$483K +$3.95K +65 +0.8%
GSIS
1639
Global Strategic Investment Solutions
Arizona
$483K +$1.03K +17 +0.2%
FI
1640
FWG Investments
Kentucky
$482K +$22.4K +368 +5%
RCM
1641
Radnor Capital Management
Pennsylvania
$481K -$111K -1,825 -19%
SPI
1642
Sutton Place Investors
New York
$480K -$10.3K -170 -2%
SCP
1643
Sandhill Capital Partners
New York
$477K +$10.6K +175 +2%
VFG
1644
Victory Financial Group
Texas
$476K -$1.02M -16,758 -68%
FA
1645
Fountainhead AM
New Jersey
$473K -$13.1K -215 -3%
BWM
1646
BCGM Wealth Management
Indiana
$472K +$911 +15 +0.2%
KWM
1647
Keebeck Wealth Management
Illinois
$471K -$3.34K -55 -0.7%
JPG
1648
Jordan Park Group
California
$471K -$24K -395 -5%
DMC
1649
Drexel Morgan & Co
Pennsylvania
$471K +$41.9K +690 +10%
LAIC
1650
Lederer & Associates Investment Counsel
California
$471K