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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 %
BC
1751
Burney Company
Virginia
$523K +$498 +8 +0.1%
NAS
1752
NWF Advisory Services
California
$522K +$522K +8,376 New
SMA
1753
Seven Mile Advisory
New Jersey
$522K -$3.12K -50 -0.6%
CSWM
1754
Cassady Schiller Wealth Management
Ohio
$521K +$623 +10 +0.1%
4WM
1755
49 Wealth Management
Texas
$519K +$71.5K +1,148 +16%
CW
1756
Code Waechter
Florida
$518K -$130K -2,087 -20%
TW
1757
Towerpoint Wealth
California
$516K -$1.75K -28 -0.3%
BFA
1758
Bill Few Associates
Pennsylvania
$514K -$132K -2,125 -20%
AFAS
1759
Acorn Financial Advisory Services
Virginia
$514K +$62.3K +1,000 +14%
IDA
1760
Intelligence Driven Advisers
California
$513K -$215K -3,450 -30%
FLP
1761
Financial Life Planners
Arizona
$513K +$513K +8,236 New
KFA
1762
Kelleher Financial Advisors
New York
$513K
SCTC
1763
Sanibel Captiva Trust Company
Florida
$512K +$62.9K +1,010 +14%
HFAS
1764
Hummer Financial Advisory Services
Illinois
$512K
CWA
1765
Consilium Wealth Advisory
Texas
$508K +$282K +4,525 +124%
FSA
1766
Fort Sheridan Advisors
Illinois
$508K
APW
1767
Aurora Private Wealth
New Jersey
$508K -$12.4K -199 -2%
MWM
1768
Melfa Wealth Management
Massachusetts
$508K +$7.85K +126 +2%
CPA
1769
Cathy Pareto & Associates
Florida
$507K +$507K +8,144 New
CCM
1770
Collar Capital Management
Wisconsin
$506K +$506K +8,125 New
SFP
1771
Strategic Financial Partners
Oregon
$506K
EF
1772
Envision Financial
Wisconsin
$504K +$504K +8,086 New
CWP
1773
CFM Wealth Partners
Texas
$503K -$116K -1,858 -19%
EFN
1774
Equita Financial Network
Pennsylvania
$501K +$147K +2,355 +41%
GSIS
1775
Global Strategic Investment Solutions
Arizona
$500K +$1.93K +31 +0.4%