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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 %
DCM
2101
Davidson Capital Management
Texas
$39.1K +$39.1K +705 New
HCP
2102
Hexagon Capital Partners
Arkansas
$38.6K +$11K +200 +40%
ICM
2103
Islay Capital Management
Texas
$38.2K +$31.6K +570 +475%
POIA
2104
Pin Oak Investment Advisors
Texas
$38K
CCM
2105
Copeland Capital Management
Pennsylvania
$36.6K +$7.21K +130 +25%
RCM
2106
Rain Capital Management
Oregon
$36.2K +$277 +5 +0.8%
TWD
2107
True Wealth Design
Ohio
$34.6K
LFA
2108
Legend Financial Advisors
Pennsylvania
$32.7K
KFO
2109
Kopp Family Office
Minnesota
$31K
EA
2110
Evolution Advisers
Virginia
$31K
SIS
2111
Strategic Investment Solutions
Illinois
$30.8K -$1.91M -34,410 -98%
BAM
2112
Byrne Asset Management
New Jersey
$30.5K
EPW
2113
Evergreen Private Wealth
Colorado
$30.5K +$30.5K +550 New
AAP
2114
Arax Advisory Partners
Colorado
$30.3K +$6.12K +110 +25%
EWA
2115
Elevate Wealth Advisory
Georgia
$29.9K +$29.9K +540 New
VWWMG
2116
Vermillion & White Wealth Management Group
Pennsylvania
$29.1K +$29.1K +525 New
Optiver Holding
2117
Optiver Holding
Netherlands
$28.8K +$28.8K +520 New
TWP
2118
TFO Wealth Partners
Ohio
$28.3K +$8.31K +150 +42%
NMG
2119
New Millennium Group
Utah
$27.3K -$3.48M -61,885 -99%
IRC
2120
Investors Research Corp
Georgia
$27.2K
PK
2121
Pflug Koory
Nebraska
$26.3K
LFA
2122
LGT Financial Advisors
Texas
$26.3K -$18.3K -330 -41%
DCM
2123
Davis Capital Management
Florida
$25.8K +$25.8K +465 New
SFC
2124
SYM Financial Corp
Indiana
$25.2K
DAM
2125
Delta Asset Management
Tennessee
$25.2K