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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 %
SWM
2051
Seed Wealth Management
Illinois
$284K
IBOK
2052
Independence Bank of Kentucky
Kentucky
$284K +$119K +1,910 +72%
WGC
2053
Watts Gwilliam & Co
Arizona
$283K +$18K +288 +7%
CWP
2054
Concord Wealth Partners
Virginia
$282K +$187 +3 +0.1%
AP
2055
Atwood & Palmer
Missouri
$282K +$18.1K +290 +7%
BMC
2056
Beaton Management Company
Massachusetts
$282K
NJIM
2057
Nabity-Jensen Investment Management
Nebraska
$282K
CCA
2058
Criterion Capital Advisors
Tennessee
$280K
WMA
2059
West Michigan Advisors
Michigan
$280K -$14K -225 -5%
AIM
2060
Aspen Investment Management
Michigan
$279K +$374 +6 +0.1%
IHWM
2061
Iron Horse Wealth Management
Iowa
$278K +$46.7K +750 +20%
QP
2062
Quartz Partners
New York
$278K -$33.6K -540 -11%
AWM
2063
Affinity Wealth Management
Delaware
$277K
FOA
2064
Five Oceans Advisors
California
$277K
SIG
2065
Stonegate Investment Group
Alabama
$277K
DFP
2066
Defined Financial Planning
California
$277K +$277K +4,447 New
DWM
2067
DecisionMap Wealth Management
Virginia
$277K +$277K +4,444 New
DA
2068
Detalus Advisors
Missouri
$276K -$13.5K -217 -5%
AC
2069
ASB Consultores
Florida
$275K
MSS
2070
Mitchell Sinkler & Starr
Pennsylvania
$273K
VWA
2071
Visionary Wealth Advisors
Illinois
$273K +$685 +11 +0.3%
MS
2072
Madden Securities
Texas
$272K +$18.8K +302 +7%
HDIM
2073
Hanson & Doremus Investment Management
Vermont
$272K
MSWMA
2074
Market Street Wealth Management Advisors
Indiana
$271K -$20.7K -333 -7%
VBFG
2075
Vishria Bird Financial Group
Tennessee
$271K