IJH icon

iShares Core S&P Mid-Cap ETF

2,435 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, 739 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,435
Holders Change
+153
Holders Change %
+6.7%
% 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
739
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 %
PFM
151
Phillips Financial Management
Indiana
$52M -$12.7M -204,050 -20%
WPA
152
West Paces Advisors
Georgia
$51.8M +$398K +6,383 +0.8%
Manulife (Manufacturers Life Insurance)
153
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$51.6M +$1.09M +17,559 +2%
BWP
154
BlueStem Wealth Partners
Minnesota
$51.3M +$51.3M +823,773 New
CFG
155
CKW Financial Group
Hawaii
$50.8M +$83K +1,332 +0.2%
CA
156
Crewe Advisors
Utah
$50.7M +$3.68M +59,121 +8%
PI
157
PineBridge Investments
New York
$49M +$2.44M +39,099 +5%
CWM
158
Congress Wealth Management
Massachusetts
$48.9M +$390K +6,255 +0.8%
MIA
159
MainStreet Investment Advisors
Illinois
$48.8M -$1.39M -22,250 -3%
HSBC Holdings
160
HSBC Holdings
United Kingdom
$48.4M -$1.9M -30,487 -4%
JFA
161
JNBA Financial Advisors
Minnesota
$48.1M +$1M +16,099 +2%
QCG
162
Quadrant Capital Group
Ohio
$47.9M +$2.43M +38,951 +5%
WA
163
Waverly Advisors
Alabama
$47.9M +$5.95M +95,433 +14%
HFS
164
HBC Financial Services
Washington
$47.6M -$406K -6,508 -0.8%
MW
165
Marcum Wealth
Ohio
$47.4M +$44.5M +714,246 +1,544%
AWM
166
Axxcess Wealth Management
California
$47.1M +$1.39M +22,282 +3%
MW
167
MBL Wealth
North Carolina
$47.1M +$882K +14,155 +2%
FBFS
168
First Business Financial Services
Wisconsin
$47M +$316K +5,077 +0.7%
GBT
169
Grove Bank & Trust
Florida
$47M +$6.02M +96,644 +15%
T
170
TrueFG
Texas
$46.8M +$435K +6,974 +0.9%
BOS
171
Bank of Stockton
California
$46.8M +$366K +5,876 +0.8%
AT
172
American Trust
Kentucky
$46.6M -$16.2M -259,846 -26%
MFG
173
Magnus Financial Group
New York
$46.4M +$1.2M +19,217 +3%
AAS
174
Ameritas Advisory Services
Nebraska
$45.8M +$6.75M +108,372 +17%
RFA
175
RTD Financial Advisors
Pennsylvania
$45.6M +$14.8M +237,375 +48%