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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 %
EAM
2076
Eukles Asset Management
Ohio
$155K +$61 +1 +0%
MSS
2077
Mitchell Sinkler & Starr
Pennsylvania
$152K -$1.19M -19,555 -89%
W
2078
WealthCollab
Washington
$147K
PSB
2079
Piscataqua Savings Bank
New Hampshire
$147K -$49.5K -815 -25%
SA
2080
SRH Advisors
Kansas
$146K
AWM
2081
Angeles Wealth Management
California
$146K
MFA
2082
McClarren Financial Advisors
Pennsylvania
$145K +$366 +6 +0.3%
BC
2083
Barrett & Company
Rhode Island
$145K
RAM
2084
Ramirez Asset Management
New York
$144K
CTWM
2085
Cherry Tree Wealth Management
Minnesota
$143K
FFA
2086
Frazier Financial Advisors
Ohio
$143K +$243 +4 +0.2%
WB
2087
Webster Bank
Connecticut
$142K
PA
2088
Pineridge Advisors
Missouri
$141K -$3.04K -50 -2%
SC
2089
Steph & Co
Wisconsin
$140K
GIA
2090
Goodwin Investment Advisory
Georgia
$140K
BL
2091
Balentine LLC
Georgia
$135K +$63.5K +1,045 +89%
TC
2092
Trust Company
Kansas
$134K +$9.11K +150 +7%
MIM
2093
MTM Investment Management
South Carolina
$130K -$30.4K -500 -19%
AWM
2094
Aspire Wealth Management
Massachusetts
$128K -$221K -3,645 -63%
FFC
2095
First Financial Corp
Indiana
$128K +$20.7K +340 +19%
SN
2096
Sittner & Nelson
Oregon
$126K
RMC
2097
Resources Management Corp
Connecticut
$125K
GI
2098
Gradient Investments
Minnesota
$124K -$194K -3,198 -61%
SMA
2099
Sage Mountain Advisors
Georgia
$123K -$16.4K -270 -12%
MFA
2100
Morling Financial Advisors
California
$122K -$4.49K -74 -4%