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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 %
BWP
1826
Baldwin Wealth Partners
Massachusetts
$325K -$401K -6,600 -55%
RW
1827
RVW Wealth
California
$325K -$27.9K -460 -8%
SWM
1828
Segment Wealth Management
Texas
$324K
SW
1829
SkyOak Wealth
Michigan
$323K +$60.7K +1,000 +23%
BO
1830
Bank OZK
Arkansas
$322K -$40.8K -671 -11%
SWRP
1831
Summit Wealth & Retirement Planning
California
$320K
DWA
1832
Douglass Winthrop Advisors
New York
$320K
OWM
1833
OneAscent Wealth Management
Alabama
$320K -$17.1K -281 -5%
BP
1834
BCK Partners
New York
$316K -$2.98K -49 -0.9%
CFO
1835
Custos Family Office
Texas
$315K +$425 +7 +0.1%
AAM
1836
Ameraudi Asset Management
New York
$314K -$304 -5 -0.1%
AWA
1837
Acorn Wealth Advisors
Michigan
$314K +$182 +3 +0.1%
CAM
1838
Crestone Asset Management
Colorado
$313K
MAM
1839
Mystic Asset Management
Rhode Island
$313K
SI
1840
Seeds Investor
New York
$312K +$40.9K +674 +15%
HGERS
1841
Householder Group Estate & Retirement Specialist
Arizona
$309K -$56.1K -923 -15%
CDH
1842
Charles D. Hyman
$309K
TCWM
1843
Total Clarity Wealth Management
Illinois
$307K +$307K +5,047 New
AA
1844
Aufman Associates
Pennsylvania
$306K
BBA
1845
Braun-Bostich & Associates
Pennsylvania
$306K -$91.4K -1,505 -23%
BFA
1846
Bluestem Financial Advisors
Illinois
$305K -$61 -1 -0%
BAM
1847
Bosun Asset Management
Illinois
$304K
Tudor Investment Corp
1848
Tudor Investment Corp
Connecticut
$304K -$106K -1,747 -26%
AI
1849
Auour Investments
Massachusetts
$303K
MFS
1850
Madrona Financial Services
Washington
$303K -$2.5M -41,178 -89%