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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 %
SCP
1701
Stevens Capital Partners
Nebraska
$570K +$70.1K +1,125 +14%
CNTOF
1702
Canandaigua National Trust of Florida
New York
$570K
SP
1703
Stonebrook Private
Michigan
$569K -$45.8K -735 -7%
PIP
1704
Peachtree Investment Partners
Florida
$567K -$14.7K -236 -3%
OA
1705
Operose Advisors
Wisconsin
$567K +$1.06K +17 +0.2%
AFC
1706
Adaptive Financial Consulting
Ohio
$566K +$1.31K +21 +0.2%
KJHP
1707
K.J. Harrison & Partners
Ontario, Canada
$566K +$566K +9,100 New
PAMG
1708
Patton Albertson Miller Group
Tennessee
$565K
RA
1709
Rise Advisors
New York
$564K -$55K -882 -9%
RFS
1710
Richardson Financial Services
Massachusetts
$563K -$61.1K -982 -10%
LFG
1711
Lazard Frères Gestion
France
$563K
WHCFA
1712
William Howard & Co Financial Advisors
Tennessee
$563K +$1.12K +18 +0.2%
FH
1713
FWG Holdings
Florida
$560K
HWM
1714
Hemington Wealth Management
Virginia
$560K +$20K +321 +4%
WP
1715
WMS Partners
Maryland
$560K +$41.1K +659 +8%
WC
1716
Wynn Capital
Georgia
$560K
BWP
1717
Balboa Wealth Partners
Arizona
$559K +$337K +5,411 +152%
CCA
1718
Cypress Capital Advisors
Tennessee
$559K +$559K +8,966 New
SPWG
1719
Syntegra Private Wealth Group
Missouri
$558K +$45.6K +731 +9%
SIAP
1720
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$558K
FI
1721
FWG Investments
Kentucky
$557K -$8.6K -138 -2%
FCA
1722
Fortis Capital Advisors
Kansas
$555K -$1.5M -24,216 -73%
PP
1723
Prosperity Planning
Missouri
$555K -$8.35K -134 -1%
SF
1724
Safeguard Financial
Wisconsin
$555K -$11.6K -186 -2%
RWA
1725
Redhawk Wealth Advisors
Minnesota
$555K -$3.55K -57 -0.6%