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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 %
VP
1776
Verum Partners
North Carolina
$362K -$7.23K -119 -2%
AA
1777
Auxano Advisors
Washington
$362K +$972 +16 +0.3%
ESBC
1778
E.S. Barr & Co
Kentucky
$362K +$129K +2,125 +55%
GC
1779
Garde Capital
Washington
$362K
WAL
1780
W Advisors LLC
Tennessee
$361K
KWA
1781
Kellett Wealth Advisors
Ohio
$360K +$360K +5,925 New
LWCFA
1782
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$360K
JC
1783
Jentner Corp
Ohio
$358K
CPBTD
1784
Central Pacific Bank - Trust Division
Hawaii
$358K +$358K +5,930 New
PCM
1785
Princeton Capital Management
New Jersey
$358K
TFM
1786
TFC Financial Management
Massachusetts
$357K -$107K -1,766 -23%
AWAG
1787
ARS Wealth Advisors Group
Florida
$355K +$5.47K +90 +2%
FM
1788
Foster & Motley
Ohio
$355K -$21.3K -350 -6%
HWMA
1789
Heritage Wealth Management (Arizona)
Arizona
$354K +$49.9K +822 +16%
ADL
1790
Asset Dedication LLC
California
$353K -$7.89K -130 -2%
ACM
1791
Advance Capital Management
Michigan
$352K +$1.7K +28 +0.5%
RFG
1792
REAP Financial Group
Texas
$351K -$121 -2 -0%
AWM
1793
Avaii Wealth Management
Wisconsin
$350K
BSA
1794
Bull Street Advisors
Georgia
$349K
SP
1795
Successful Portfolios
Florida
$349K +$45.6K +750 +15%
FAM
1796
Family Asset Management
South Carolina
$348K -$486 -8 -0.1%
MSWMA
1797
Market Street Wealth Management Advisors
Indiana
$348K -$135K -2,215 -28%
PIFP
1798
Partners in Financial Planning
Virginia
$348K +$96.8K +1,593 +39%
AWM
1799
Aberdeen Wealth Management
Illinois
$348K
HWM
1800
Hohimer Wealth Management
Washington
$347K -$11.8K -195 -3%