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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 %
OBWG
1851
Onyx Bridge Wealth Group
New York
$429K +$19.4K +311 +5%
KA
1852
Kovack Advisors
Florida
$427K +$164K +2,625 +62%
DWM
1853
Defined Wealth Management
Oregon
$427K -$10K -161 -2%
CWA
1854
Canvas Wealth Advisors
Kansas
$426K -$4.3K -69 -1%
KWM
1855
Keebeck Wealth Management
Illinois
$425K -$1.75K -28 -0.4%
WPP
1856
Whalerock Point Partners
Rhode Island
$425K
OWMIAS
1857
One Wealth Management Investment & Advisory Services
Florida
$424K -$2.12K -34 -0.5%
WIP
1858
WealthCare Investment Partners
Rhode Island
$423K +$1.8K +29 +0.4%
MPW
1859
MGO Private Wealth
California
$423K -$9.91K -159 -2%
GS
1860
GWN Securities
Florida
$422K +$422K +6,715 New
First Trust Advisors
1861
First Trust Advisors
Illinois
$421K +$421K +6,757 New
OIS
1862
Okabena Investment Services
Minnesota
$421K
CFAM
1863
Center For Asset Management
Florida
$420K
RCP
1864
Rothschild Capital Partners
New York
$419K +$5.86K +94 +1%
PAA
1865
Peregrine Asset Advisers
Oregon
$418K -$9.04K -145 -2%
KPP
1866
Kings Path Partners
Texas
$417K
RRCM
1867
Rappaport Reiches Capital Management
Illinois
$414K -$29.6K -475 -7%
BWM
1868
BCGM Wealth Management
Indiana
$414K +$3.55K +57 +0.9%
JLBC
1869
J.L. Bainbridge & Co
Florida
$413K -$57.8K -927 -12%
BHB
1870
Bank Hapoalim BM
Israel
$412K -$431K -6,915 Closed
MFG
1871
Mendota Financial Group
Wisconsin
$412K -$116K -1,857 -22%
TL
1872
Tradewinds LLC
North Carolina
$411K -$79.9K -1,254 -16%
LA
1873
Lifeworks Advisors
Michigan
$411K -$499K -8,011 -55%
DFG
1874
Dynamic Financial Group
Iowa
$411K +$411K +6,590 New
SFG
1875
Sunburst Financial Group
Alabama
$410K -$10.2K -163 -2%