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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 %
IIL
1676
Insight Inv LLC
California
$603K +$603K +9,680 New
MPW
1677
Melone Private Wealth
Michigan
$601K +$748 +12 +0.1%
AIM
1678
Athena Investment Management
California
$601K -$312 -5 -0.1%
JBA
1679
Johnson Bixby & Associates
Washington
$599K -$144K -2,304 -19%
BWM
1680
BCS Wealth Management
Tennessee
$597K +$597K +9,588 New
EARNEST Partners
1681
EARNEST Partners
Georgia
$596K +$596K +9,562 New
FPCP
1682
Fort Point Capital Partners
California
$595K -$11.2K -179 -2%
ACM
1683
Absolute Capital Management
Pennsylvania
$595K +$328K +5,270 +123%
EWS
1684
Eagle Wealth Strategies
New Jersey
$590K +$590K +9,469 New
LA
1685
LM Advisors
California
$589K -$177K -2,845 -23%
LFA
1686
Legacy Financial Advisors
Kentucky
$588K -$172K -2,760 -23%
TF
1687
TME Financial
California
$588K +$588K +9,433 New
NHC
1688
Nicholas Hoffman & Company
Georgia
$582K +$685 +11 +0.1%
MIC
1689
Meridian Investment Counsel
California
$580K
FFA
1690
Founders Financial Alliance
North Carolina
$579K +$9.41K +151 +2%
SSA
1691
Sierra Summit Advisors
Nevada
$577K +$19.5K +313 +3%
PWA
1692
Peterson Wealth Advisors
Utah
$577K -$22.3K -355 -4%
LG
1693
LAM Group
Oregon
$576K
BTI
1694
Blue Trust Inc
Georgia
$575K +$39.3K +631 +7%
CHAM
1695
Clear Harbor Asset Management
Connecticut
$574K +$21.4K +343 +4%
FNB
1696
Farmers National Bank
Kentucky
$574K +$574K +9,204 New
1WA
1697
180 Wealth Advisors
Washington
$573K +$66.1K +1,061 +13%
RPCA
1698
Running Point Capital Advisors
California
$572K
PWP
1699
Prasad Wealth Partners
Ohio
$572K +$572K +9,173 New
GF
1700
Goodman Financial
Texas
$571K