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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 %
AWM
2126
AllSquare Wealth Management
New York
$80.8K -$24.3K -400 -23%
MWA
2127
Moser Wealth Advisors
Washington
$77.4K
FCMT
2128
Founders Capital Management (Texas)
Texas
$77.4K
SIC
2129
SJS Investment Consulting
Ohio
$77.2K -$109K -1,789 -58%
AA
2130
Ashford Advisors
New York
$75.9K -$304K -5,000 -80%
NCTC
2131
New Covenant Trust Company
Indiana
$73.2K +$73.2K +1,205 New
GCM
2132
Gables Capital Management
Florida
$72.6K +$6.99K +115 +11%
WOC
2133
West Oak Capital
California
$70K
BCM
2134
Blume Capital Management
California
$64.7K
WIC
2135
Woodmont Investment Counsel
Tennessee
$64.7K +$64.7K +1,065 New
NFSG
2136
Newbridge Financial Services Group
Florida
$64.4K
JFG
2137
JDM Financial Group
Texas
$63.8K
WBC
2138
West Branch Capital
Massachusetts
$61.5K -$65.1K -1,072 -51%
CTC
2139
Cetera Trust Company
Minnesota
$60.7K
RBC
2140
Roble Belko & Company
Pennsylvania
$58K
DWS
2141
Dynamic Wealth Strategies
California
$58K
CMP
2142
Coston McIsaac & Partners
Maine
$58K +$120 +2 +0.2%
RWPA
2143
Richard W. Paul & Associates
Michigan
$56.9K -$850 -14 -1%
ACA
2144
Atlas Capital Advisors
Wyoming
$56.8K
FWM
2145
FSA Wealth Management
Massachusetts
$56.2K
PWM
2146
Provident Wealth Management
Tennessee
$55.3K +$39.8K +655 +257%
BBPWM
2147
Blue Bell Private Wealth Management
Pennsylvania
$55.3K +$44.6K +735 +420%
APW
2148
Atlantic Private Wealth
North Carolina
$53.1K
KWAG
2149
Kiely Wealth Advisory Group
North Carolina
$49.7K
BSWA
2150
Bromfield Sneider Wealth Advisors
Massachusetts
$48.8K -$121 -2 -0.2%