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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 %
BCM
1976
BTC Capital Management
Iowa
$336K -$5.86K -94 -2%
AWM
1977
Accredited Wealth Management
Kentucky
$336K +$336K +5,391 New
DHC
1978
Drum Hill Capital
Connecticut
$335K +$335K +5,375 New
GHAM
1979
Gilman Hill Asset Management
Connecticut
$333K
SWM
1980
Segment Wealth Management
Texas
$333K
FC
1981
Forte Capital
New York
$332K +$6.48K +104 +2%
TW
1982
Transform Wealth
Colorado
$332K +$498 +8 +0.2%
MEG
1983
Millstone Evans Group
Colorado
$329K +$329K +5,284 New
RCM
1984
Requisite Capital Management
Texas
$329K
CCC
1985
Compass Capital Corp
Massachusetts
$328K +$328K +5,015 New
EA
1986
Ellsworth Advisors
Ohio
$327K -$131K -2,102 -29%
HBT
1987
Hills Bank & Trust
Iowa
$327K +$66.5K +1,068 +26%
SMG
1988
Smart Money Group
Texas
$327K +$1.31K +21 +0.4%
TSW
1989
Thompson Siegel & Walmsley
Virginia
$326K -$11.5K -185 -3%
SAM
1990
Strategy Asset Managers
California
$326K -$20.6K -330 -6%
TFM
1991
Trademark Financial Management
Minnesota
$325K +$3.18K +51 +1%
WP
1992
WealthPLAN Partners
Nebraska
$325K -$45.2K -726 -12%
DJSG
1993
D.J. St. Germain
Massachusetts
$324K -$16K -257 -5%
AI
1994
Auour Investments
Massachusetts
$323K
ICMM
1995
Integrated Capital Management (Michigan)
Michigan
$322K +$322K +5,171 New
NW
1996
Naviter Wealth
Arkansas
$321K
BBPWM
1997
Blue Bell Private Wealth Management
Pennsylvania
$320K +$20.3K +325 +7%
FOR
1998
Family Office Research
Maryland
$317K +$317K +5,095 New
MAV
1999
Mason & Associates (Virginia)
Virginia
$317K -$6.73K -108 -2%
RIS
2000
Richmond Investment Services
Wisconsin
$317K +$317K +5,083 New