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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 %
TA
1976
TrueWealth Advisors
Alabama
$232K -$2.73K -45 -1%
CAM
1977
Concorde Asset Management
Michigan
$232K -$41.1K -676 -15%
MGIA
1978
Matthew Goff Investment Advisor
Texas
$231K -$14K -230 -6%
PP
1979
Pacifica Partners
Canada
$230K +$76.1K +1,276 +49%
RCM
1980
RMR Capital Management
California
$230K +$230K +3,785 New
E3F
1981
Eight 31 Financial
Texas
$229K +$229K +3,771 New
AMG
1982
Advisors Management Group
Wisconsin
$229K +$229K +3,773 New
RIG
1983
RiverFront Investment Group
Virginia
$228K +$228K +3,760 New
BPC
1984
Banque Pictet & Cie
Switzerland
$228K -$61.3K -1,010 -21%
DFA
1985
DHK Financial Advisors
New Hampshire
$228K
HCM
1986
Hall Capital Management
Rhode Island
$228K
GWA
1987
Gratus Wealth Advisors
Virginia
$227K -$123K -2,174 -35%
ORC
1988
O'Rourke & Company
Massachusetts
$227K
EAM
1989
Empirical Asset Management
Massachusetts
$227K +$6.14K +101 +3%
CWA
1990
Canvas Wealth Advisors
Kansas
$227K +$227K +4,010 New
GIM
1991
Gold Investment Management
Alberta, Canada
$226K
MAP
1992
Moody Aldrich Partners
Massachusetts
$226K
W
1993
WorthPointe
California
$225K -$48.2K -794 -18%
CPCP
1994
Cedar Point Capital Partners
Iowa
$223K -$1.22K -20 -0.5%
VBWMG
1995
Von Berge Wealth Management Group
California
$222K -$3.58K -59 -2%
TWM
1996
Trueblood Wealth Management
Ohio
$222K -$972 -16 -0.4%
CAM
1997
Covenant Asset Management
New Jersey
$221K
SFS
1998
Sharp Financial Services
Pennsylvania
$221K +$221K +3,636 New
CWA
1999
Consilium Wealth Advisory
Texas
$221K -$77.4K -1,275 -26%
PMSA
2000
Patrick M. Sweeney & Associates
Illinois
$221K