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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 %
NCM
1651
NCM Capital Management
New Jersey
$471K -$4.56K -75 -1%
SLG
1652
Stanley-Laman Group
Pennsylvania
$469K +$13.7K +225 +3%
DI
1653
DAGCO Inc
Ohio
$469K +$411K +6,765 +712%
CIA
1654
Compass Ion Advisors
Pennsylvania
$469K +$547 +9 +0.1%
KAH
1655
Kathryn A. Hall
$468K
IC
1656
Innealta Capital
Texas
$467K -$64.1K -1,056 -12%
HIP
1657
HUB Investment Partners
Texas
$467K +$149K +2,448 +47%
MAC
1658
Mason & Associates (California)
California
$466K -$121 -2 -0%
CWM
1659
Concentric Wealth Management
California
$465K
MHIC
1660
Marble Harbor Investment Counsel
Massachusetts
$464K +$5.16K +85 +1%
ME
1661
McIlrath & Eck
Washington
$464K -$4.25K -70 -0.9%
PWM
1662
Paulson Wealth Management
Illinois
$463K +$216K +3,564 +88%
FA
1663
Fermata Advisors
California
$459K +$233K +3,830 +103%
CA
1664
CGN Advisors
Kansas
$457K +$39.8K +655 +10%
SCA
1665
STALEY CAPITAL ADVISERS
Pennsylvania
$457K -$185K -3,045 -29%
ICM
1666
IMS Capital Management
Oregon
$456K
SAM
1667
Selway Asset Management
$456K
NCM
1668
Northwest Capital Management
Oregon
$454K +$203K +3,336 +80%
WMA
1669
Wealth Management Associates
New Jersey
$454K +$59 +1 +0%
PCG
1670
Prosperity Consulting Group
Maryland
$453K -$30.4K -500 -6%
RBFC
1671
Roman Butler Fullerton & Co
Missouri
$453K +$41.4K +724 +10%
PWMG
1672
Pinnacle Wealth Management Group
Michigan
$452K -$1.48M -24,385 -77%
AWA
1673
Alta Wealth Advisors
Massachusetts
$451K +$29.2K +481 +7%
TT
1674
TI-Trust
Illinois
$451K
LAM
1675
Lewis Asset Management
California
$451K +$30.3K +499 +7%