IJH icon

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 %
PPW
2051
Presilium Private Wealth
Pennsylvania
$201K -$21.1K -347 -9%
SCM
2052
SCS Capital Management
Massachusetts
$200K +$200K +3,300 New
VAMG
2053
Voisard Asset Management Group
Michigan
$198K
AGWCA
2054
Annis Gardner Whiting Capital Advisors
Florida
$195K +$91.9K +1,513 +89%
Russell Investments Group
2055
Russell Investments Group
United Kingdom
$193K -$2.81M -46,279 -94%
MHR
2056
Matthew Hamilton Rosenberg
$193K
GA
2057
GoalVest Advisory
New York
$191K
CJ
2058
Caitlin John
Michigan
$189K -$24.4K -401 -11%
CWM
2059
Compass Wealth Management
Connecticut
$188K -$64.1K -1,055 -25%
GWSG
2060
GPS Wealth Strategies Group
Colorado
$187K -$13.1K -215 -7%
SOAMC
2061
Spirit of America Management Corp
New York
$187K +$187K +3,230 New
AssetMark Inc
2062
AssetMark Inc
California
$186K +$63.3K +1,042 +51%
CPG
2063
Cornerstone Planning Group
New Jersey
$181K -$2.52K -43 -1%
FUBT
2064
First United Bank & Trust
Maryland
$178K
SWM
2065
Sanctuary Wealth Management
Idaho
$176K
T
2066
Tidemark
California
$173K -$32.4K -534 -16%
JWM
2067
Janiczek Wealth Management
Colorado
$169K
WWM
2068
Wagner Wealth Management
South Carolina
$167K -$121 -2 -0.1%
RFA
2069
Register Financial Advisors
Georgia
$167K -$5.04K -83 -3%
DCM
2070
Disciplina Capital Management
Tennessee
$165K
VCM
2071
Versant Capital Management
Arizona
$164K -$2.13K -35 -1%
IHWM
2072
Iron Horse Wealth Management
Iowa
$162K +$45.6K +750 +39%
TLA
2073
Tanglewood Legacy Advisors
Texas
$160K +$160K +2,635 New
TCM
2074
TruNorth Capital Management
Michigan
$159K +$159K +2,620 New
ECM
2075
Elgethun Capital Management
South Dakota
$157K +$242 +4 +0.2%