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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 %
BWP
1951
Burling Wealth Partners
Illinois
$358K +$358K +5,738 New
AWM
1952
Aberdeen Wealth Management
Illinois
$357K
HIP
1953
HUB Investment Partners
Texas
$356K -$132K -2,124 -27%
NAG
1954
Northstar Advisory Group
New Jersey
$354K -$7.19M -115,440 -95%
BWP
1955
Bernardo Wealth Planning
Pennsylvania
$354K +$19.9K +322 +6%
FA
1956
Fountainhead AM
New Jersey
$354K +$1.43K +23 +0.4%
TF
1957
Trek Financial
Arizona
$354K
MW
1958
Maia Wealth
Colorado
$352K -$29.1K -449 -8%
BTW
1959
Boston Trust Walden
Massachusetts
$351K
MSG
1960
Main Street Group
Virginia
$351K +$18K +289 +5%
SRWM
1961
Shira Ridge Wealth Management
California
$350K +$125 +2 +0%
FFM
1962
Forum Financial Management
Illinois
$350K -$42.6K -684 -11%
CFSG
1963
Community Financial Services Group
Vermont
$349K -$1.47M -23,631 -81%
GCA
1964
Gradient Capital Advisors
California
$349K -$6.73K -108 -2%
MWM
1965
McNaughton Wealth Management
California
$349K
BO
1966
Bank OZK
Arkansas
$347K -$2.62K -42 -0.7%
SP
1967
Successful Portfolios
Florida
$346K +$8.04K +129 +2%
NIM
1968
Northeast Investment Management
Massachusetts
$346K +$29.6K +475 +9%
CCFM
1969
Clear Creek Financial Management
Washington
$345K +$3.12K +50 +0.9%
FP
1970
Financial Perspectives
Minnesota
$344K +$13.3K +214 +4%
HFO
1971
Heritage Family Offices
Arizona
$344K +$312 +5 +0.1%
CWM
1972
Capital Wealth Management
Rhode Island
$339K -$23.1K -370 -6%
PIFP
1973
Partners in Financial Planning
Virginia
$338K -$20K -321 -6%
DCM
1974
Dimension Capital Management
Florida
$336K -$213K -3,420 -39%
PIM
1975
Penobscot Investment Management
Massachusetts
$336K