IJH icon

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 %
GKWIM
1626
Gerber Kawasaki Wealth & Investment Management
California
$671K +$13.8K +221 +2%
FNWM
1627
Financial Network Wealth Management
Utah
$671K
PWP
1628
Private Wealth Partners
California
$671K +$88K +1,412 +15%
HP
1629
Holistic Planning
Texas
$670K -$42.1K -675 -6%
NLWP
1630
Next Level Wealth Planning
Idaho
$669K +$669K +10,737 New
CPSC
1631
Carl P. Sherr & Co
Massachusetts
$667K -$7.1K -114 -1%
WAM
1632
Weatherly Asset Management
California
$665K
FFP
1633
FourThought Financial Partners
Florida
$663K -$16.1K -258 -2%
CCA
1634
Checchi Capital Advisers
California
$663K
SWM
1635
SeaCrest Wealth Management
New York
$663K +$249 +4 +0%
HWA
1636
HHM Wealth Advisors
Tennessee
$662K
ERWM
1637
Elk River Wealth Management
Colorado
$661K -$35.2K -565 -5%
OCG
1638
Opus Capital Group
Ohio
$661K -$6.42K -103 -1%
MIA
1639
MMBG Investment Advisors
Florida
$660K +$660K +10,590 New
EDRH
1640
Edmond de Rothschild Holding
Switzerland
$658K +$19.1K +306 +3%
TWP
1641
Tyche Wealth Partners
Texas
$656K +$13K +208 +2%
WJWM
1642
Williams Jones Wealth Management
New York
$656K
FI
1643
Financial Insights
Washington
$653K -$179K -2,880 -22%
PAG
1644
Paladin Advisory Group
Iowa
$653K
MCM
1645
Mitchell Capital Management
Kansas
$646K +$11.3K +182 +2%
HWM
1646
Howard Wealth Management
Connecticut
$646K -$935 -15 -0.1%
First Manhattan
1647
First Manhattan
New York
$645K +$57.8K +927 +10%
BST
1648
Bath Savings Trust
Maine
$644K +$935 +15 +0.1%
JWS
1649
Juncture Wealth Strategies
Arizona
$643K +$49.7K +798 +8%
FPWM
1650
FSB Premier Wealth Management
Iowa
$642K +$59.5K +955 +10%