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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 %
GCA
1726
Greenwood Capital Associates
South Carolina
$398K -$167K -2,755 -30%
SCTC
1727
Sanibel Captiva Trust Company
Florida
$398K +$38.6K +635 +11%
FCA
1728
Fortis Capital Advisors
Kansas
$398K +$398K +6,558 New
SWM
1729
Sugarloaf Wealth Management
Georgia
$398K +$28.7K +473 +8%
MPW
1730
MGO Private Wealth
California
$398K -$7.11K -117 -2%
LOPW
1731
Live Oak Private Wealth
North Carolina
$397K +$31.1K +512 +8%
DWM
1732
Dopkins Wealth Management
New York
$397K +$397K +6,535 New
SSWM
1733
Smith Salley Wealth Management
North Carolina
$397K -$374K -6,160 -49%
TFA
1734
Teamwork Financial Advisors
Texas
$397K +$397K +6,528 New
HT
1735
Heritage Trust
Oklahoma
$395K -$3.64K -60 -0.9%
SVCP
1736
Silicon Valley Capital Partners
California
$392K +$972 +16 +0.2%
MTC
1737
McDaniel Terry & Co
Texas
$391K
DFG
1738
Delta Financial Group
New Jersey
$391K +$3.58K +59 +0.9%
AIC
1739
Archer Investment Corporation
Indiana
$388K -$162K -2,671 -29%
KC
1740
Kingfisher Capital
North Carolina
$387K +$1.03K +17 +0.3%
CST
1741
Charles Schwab Trust
Nevada
$384K -$79.3K -1,305 -17%
PCS
1742
Personal CFO Solutions
New Jersey
$383K +$9.29K +153 +2%
BFG
1743
Berger Financial Group
Minnesota
$383K -$121 -2 -0%
JPMIA
1744
J.P. Marvel Investment Advisors
Massachusetts
$382K
AC
1745
Apella Capital
Connecticut
$382K +$112K +1,871 +42%
JSL
1746
JT Stratford LLC
Georgia
$380K -$11.7K -192 -3%
VCM
1747
Vivaldi Capital Management
Illinois
$379K +$29K +485 +8%
OBWG
1748
Onyx Bridge Wealth Group
New York
$378K -$34.1K -590 -8%
GWM
1749
Graybill Wealth Management
Illinois
$377K +$23.3K +384 +7%
RCP
1750
Rothschild Capital Partners
New York
$376K +$58.7K +967 +18%