IJH icon

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 %
AP
2076
Adero Partners
California
$271K -$1.43K -23 -0.5%
IIA
2077
Integral Investment Advisors
California
$270K
HWP
2078
Heritage Wealth Partners
Ohio
$270K -$2.06K -33 -0.8%
SP
2079
Symmetry Partners
Connecticut
$269K +$374 +6 +0.1%
CLP
2080
Charis Legacy Partners
Texas
$268K +$268K +4,305 New
FRA
2081
Frank Rimerman Advisors
California
$268K
DWA
2082
Douglass Winthrop Advisors
New York
$268K -$78.8K -1,265 -23%
VP
2083
Verum Partners
North Carolina
$267K +$935 +15 +0.4%
TCWM
2084
Total Clarity Wealth Management
Illinois
$267K
AFA
2085
Alpha Financial Advisors
North Carolina
$266K -$125 -2 -0%
FF
2086
Francis Financial
$265K -$2.06K -33 -0.8%
MAM
2087
McLean Asset Management
Virginia
$265K +$62 +1 +0%
SA
2088
Strategic Advisors
New York
$265K -$97.5K -1,565 -27%
CCM
2089
Chilton Capital Management
Texas
$264K +$8.1K +130 +3%
CB
2090
Chris Bulman
California
$263K +$2.12K +34 +0.8%
MAM
2091
Marquette Asset Management
Minnesota
$262K -$4.67K -75 -2%
WFA
2092
WestHill Financial Advisors
California
$261K +$312 +5 +0.1%
RLIM
2093
Red Lighthouse Investment Management
New York
$261K
PMSA
2094
Patrick M. Sweeney & Associates
Illinois
$261K
Schroder Investment Management Group
2095
Schroder Investment Management Group
United Kingdom
$261K
BOSSRA
2096
B.O.S.S. Retirement Advisors
Utah
$261K +$261K +4,182 New
PF
2097
Penney Financial
Texas
$260K
NPT
2098
Nixon Peabody Trust
Massachusetts
$260K +$18.7K +300 +8%
SP
2099
Sequent Planning
Nebraska
$259K +$26.2K +420 +11%
ODG
2100
O'Dell Group
Ohio
$259K +$259K +4,155 New