IJH icon

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 %
SWM
1676
Scissortail Wealth Management
Oklahoma
$448K +$448K +7,375 New
PWP
1677
Perfromance Wealth Partners
Illinois
$447K -$304 -5 -0.1%
SCM
1678
Schnieders Capital Management
California
$445K -$6.07K -100 -1%
PIA
1679
Powell Investment Advisors
Florida
$445K -$85.2K -1,402 -16%
LA
1680
LexAurum Advisors
Kansas
$443K +$607 +10 +0.1%
OA
1681
Operose Advisors
Wisconsin
$442K +$27.4K +451 +7%
JC
1682
JB Capital
Connecticut
$441K +$55.3K +910 +14%
CCFM
1683
Clear Creek Financial Management
Washington
$438K -$52.7K -745 -11%
MPCL
1684
My Personal CFO LLC
Washington
$436K
WPP
1685
Whalerock Point Partners
Rhode Island
$435K
CP
1686
Capital Planning
Washington
$434K -$62.6K -1,030 -13%
DP
1687
DDD Partners
Washington
$434K -$61 -1 -0%
OAM
1688
Occidental Asset Management
California
$434K -$38.4K -633 -8%
LSIA
1689
LaSalle St. Investment Advisors
Illinois
$433K -$65K -649 -13%
RRCM
1690
Rappaport Reiches Capital Management
Illinois
$432K
TWM
1691
Tradition Wealth Management
Minnesota
$432K +$121 +2 +0%
GSAM
1692
Grant Street Asset Management
Pennsylvania
$431K -$81.9K -1,348 -16%
SAM
1693
Sawgrass Asset Management
Florida
$431K
DWM
1694
Defined Wealth Management
Oregon
$431K
SB
1695
Sunflower Bank
Texas
$430K
FWP
1696
Falcon Wealth Planning
California
$426K -$8.2K -135 -2%
AIP
1697
ARS Investment Partners
New York
$425K
CAMG
1698
CWA Asset Management Group
Florida
$425K -$1.94K -32 -0.5%
EA
1699
Eudaimonia Advisors
Tennessee
$425K
SAM
1700
SP Asset Management
California
$422K +$425 +7 +0.1%