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iShares Core S&P Mid-Cap ETF

2,159 hedge funds and large institutions have $60.1B invested in iShares Core S&P Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 286 funds opening new positions, 803 increasing their positions, 832 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,159
Holders Change
+164
Holders Change %
+8.22%
% of All Funds
31.65%
Holding in Top 10
359
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+9.79%
% of All Funds
5.26%
New
286
Increased
803
Reduced
832
Closed
87
Calls
$40.9M
Puts
$17.2M
Net Calls
+$23.7M
Net Calls Change
+$4.8M
Name Holding Trade Value Shares
Change
Shares
Change %
BA
2051
Ballast Advisors
Minnesota
$96.3K -$22.5K -405 -19%
AWM
2052
AllSquare Wealth Management
New York
$95.9K
AGWCA
2053
Annis Gardner Whiting Capital Advisors
Florida
$94K +$277 +5 +0.3%
AT
2054
Avalon Trust
New Mexico
$91.7K +$91.7K +1,655 New
WIM
2055
Westside Investment Management
California
$91.5K -$22.2K -400 -20%
BCM
2056
Bourgeon Capital Management
Connecticut
$88.4K
LFG
2057
Larson Financial Group
Missouri
$87.5K +$2.77K +50 +3%
RIL
2058
Rothschild Investment LLC
Illinois
$87.3K -$177K -3,185 -67%
EBA
2059
Eagle Bay Advisors
New York
$84.5K +$7.21K +130 +9%
KFS
2060
Kelly Financial Services
Massachusetts
$84.2K -$2.93M -52,785 -97%
ATC
2061
Advantage Trust Company
Kansas
$83.7K +$83.7K +1,510 New
GFPC
2062
Global Financial Private Client
Florida
$83.4K -$38.5K -695 -32%
PP
2063
PrairieView Partners
Minnesota
$82K
IPW
2064
Impact Partnership Wealth
Georgia
$81.5K +$64.6K +1,165 +382%
HWA
2065
Heritage Wealth Advisors
Virginia
$79K
LOIP
2066
Live Oak Investment Partners
Texas
$78.4K -$75.6K
HCM
2067
Highlander Capital Management
New Jersey
$75.4K +$75.4K +1,360 New
MWA
2068
Moser Wealth Advisors
Washington
$70.7K
FCMT
2069
Founders Capital Management (Texas)
Texas
$70.6K +$277 +5 +0.4%
ECM
2070
ExodusPoint Capital Management
New York
$67K +$67K +1,200 New
BL
2071
Balentine LLC
Georgia
$65.1K -$90.9K -1,640 -58%
WOC
2072
West Oak Capital
California
$63K
HFS
2073
Hantz Financial Services
Michigan
$61K +$39.1K +705 +178%
GCM
2074
Gables Capital Management
Florida
$59.9K
BCM
2075
Blume Capital Management
California
$59K