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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 %
PK
2176
Pflug Koory
Nebraska
$28.9K
DCM
2177
Davis Capital Management
Florida
$28.1K
KFP
2178
Keener Financial Planning
Texas
$28K
VWWMG
2179
Vermillion & White Wealth Management Group
Pennsylvania
$27.6K -$4.25K -70 -13%
SFC
2180
SYM Financial Corp
Indiana
$27.6K
DAM
2181
Delta Asset Management
Tennessee
$27.6K
CAM
2182
Costello Asset Management
Pennsylvania
$24.4K +$61 +1 +0.3%
DF
2183
DecisionPoint Financial
Arizona
$24.3K
TC
2184
Truvestments Capital
Florida
$23.4K +$23.4K +385 New
WWP
2185
WR Wealth Planners
Missouri
$23K -$320K -5,267 -93%
MIA
2186
MeadowBrook Investment Advisors
Michigan
$21.9K
Amundi
2187
Amundi
France
$18.1K
SRCM
2188
Signature Resources Capital Management
California
$17.5K -$69.8K -252 -80%
LTI
2189
Laffer Tengler Investments
Tennessee
$15.5K
KA
2190
Kozak & Associates
Colorado
$15.4K +$15.4K +255 New
PCWA
2191
Pacific Capital Wealth Advisors
California
$15.2K
GPFA
2192
Game Plan Financial Advisors
Ohio
$14.3K
CSC
2193
Caldwell Sutter Capital
California
$13.4K
LI
2194
LRI Investments
Florida
$13.1K +$13.1K +215 New
PP
2195
PFS Partners
New Jersey
$12.6K -$426 -7 -3%
SIS
2196
Sound Income Strategies
Florida
$11.8K -$40.4K -665 -77%
HR
2197
Howe & Rusling
New York
$11.2K -$2.43K -40 -18%
GWM
2198
Grand Wealth Management
Michigan
$10.9K
KIG
2199
Kessler Investment Group
Indiana
$9.11K +$9.11K +150 New
EBA
2200
Eagle Bay Advisors
New York
$7.9K -$84.7K -1,395 -91%