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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 %
RFA
2151
Register Financial Advisors
Georgia
$235K +$81.1K +1,302 +53%
MFWP
2152
Mosaic Family Wealth Partners
Missouri
$235K +$235K +3,773 New
RWA
2153
Roberts Wealth Advisors
California
$235K +$235K +3,675 New
FDCP
2154
Foster Dykema Cabot & Partners
Massachusetts
$234K -$96K -1,540 -29%
HCM
2155
Hall Capital Management
Rhode Island
$234K +$234K +3,750 New
SGWM
2156
Sterling Group Wealth Management
California
$234K
FDS
2157
Freedom Day Solutions
Texas
$233K +$32.8K +526 +16%
DP
2158
Denver PWM
Colorado
$232K -$25.4K -407 -10%
MAP
2159
Moody Aldrich Partners
Massachusetts
$232K
GIM
2160
Gold Investment Management
Alberta, Canada
$232K
BAG
2161
Bridgewealth Advisory Group
California
$232K +$20.1K +315 +10%
CF
2162
Claris Financial
Virginia
$232K +$232K +3,717 New
TWM
2163
Topsail Wealth Management
North Carolina
$231K +$231K +3,712 New
LL
2164
LPWM LLC
Minnesota
$229K
FLA
2165
Financial Life Advisors
Texas
$229K
MAG
2166
M3 Advisory Group
Massachusetts
$229K +$187 +3 +0.1%
CWMS
2167
Cannon Wealth Management Services
North Carolina
$228K -$154K -2,409 -40%
Select Equity Group
2168
Select Equity Group
New York
$227K +$227K +3,641 New
CAM
2169
Covenant Asset Management
New Jersey
$227K
FFWA
2170
Forthright Family Wealth Advisory
Texas
$227K
EFG
2171
Ehrlich Financial Group
California
$227K -$68.5K -1,099 -23%
SCP
2172
Shorepoint Capital Partners
Massachusetts
$226K -$1.87K -30 -0.8%
MGIA
2173
Matthew Goff Investment Advisor
Texas
$226K
BL
2174
BFSG LLC
California
$226K
GC
2175
Garde Capital
Washington
$225K