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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 %
LIA
1851
LS Investment Advisors
Michigan
$303K -$60.7K -1,000 -17%
VC
1852
Veracity Capital
Georgia
$302K -$24.7K -407 -8%
EA
1853
Ellsworth Advisors
Ohio
$302K -$43K -742 -12%
BW
1854
BIP Wealth
Georgia
$301K +$301K +4,960 New
GA
1855
Greenspring Advisors
Maryland
$301K
HFS
1856
Heritage Financial Services
Massachusetts
$299K -$117K -1,920 -28%
VPP
1857
Vertex Planning Partners
Illinois
$299K +$20.3K +335 +7%
B
1858
Bellecapital
Switzerland
$299K
CCMI
1859
Creative Capital Management Investments
California
$298K +$15.5K +255 +5%
ARA
1860
Alexander Randolph Advisory
Virginia
$297K -$35.8K -590 -11%
SMG
1861
Smart Money Group
Texas
$297K +$297K +5,192 New
OWM
1862
Orgel Wealth Management
Wisconsin
$296K -$46.5K -765 -14%
IW
1863
Imprint Wealth
South Carolina
$295K +$295K +4,885 New
WP
1864
WMS Partners
Maryland
$294K +$121 +2 +0%
MM
1865
Main Management
California
$293K
FLA
1866
Financial Life Advisors
Texas
$293K +$5.04K +83 +2%
IA
1867
Inspire Advisors
Idaho
$292K -$4.5K -74 -2%
TYCC
1868
Texas Yale Capital Corp
Florida
$292K +$486 +8 +0.2%
ACI
1869
Alpha Cubed Investments
California
$292K +$18.2K +300 +7%
DBIA
1870
Dumont & Blake Investment Advisors
New Jersey
$291K
BCM
1871
BTC Capital Management
Iowa
$290K +$290K +4,780 New
CRI
1872
Commonwealth Retirement Investments
Virginia
$289K -$22.8K -375 -7%
HC
1873
Hoese & Co
Minnesota
$289K -$31.7K -550 -10%
ZIG
1874
Zuckerman Investment Group
Illinois
$288K
WIP
1875
WealthCare Investment Partners
Rhode Island
$285K -$21.4K -352 -7%