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iShares Core S&P Mid-Cap ETF

2,201 hedge funds and large institutions have $64.2B invested in iShares Core S&P Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 957 increasing their positions, 822 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,201
Holders Change
-10
Holders Change %
-0.45%
% of All Funds
32.01%
Holding in Top 10
345
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.27%
% of All Funds
5.02%
New
125
Increased
957
Reduced
822
Closed
102
Calls
$37.3M
Puts
$2.21M
Net Calls
+$35.1M
Net Calls Change
-$19.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FNWA
2176
Financial Network Wealth Advisors
Utah
$15.5K +$15.5K +265 New
LTI
2177
Laffer Tengler Investments
Tennessee
$14.9K
KA
2178
Kozak & Associates
Colorado
$14.9K
PCWA
2179
Pacific Capital Wealth Advisors
California
$14.6K
SIM
2180
Studio Investment Management
Illinois
$12.9K +$12.9K +221 New
CSC
2181
Caldwell Sutter Capital
California
$12.9K
NMG
2182
New Millennium Group
Utah
$12.5K +$12.5K +213 New
GG
2183
Gleason Group
Kentucky
$12.3K +$12.3K +211 New
PP
2184
PFS Partners
New Jersey
$12.2K +$58 +1 +0.5%
GWM
2185
Grand Wealth Management
Michigan
$10.5K
ZRP
2186
Zynergy Retirement Planning
New Jersey
$10.2K +$10.2K +175 New
C
2187
Covestor
United Kingdom
$9K +$1.69K +28 +23%
EBA
2188
Eagle Bay Advisors
New York
$7.61K
FMP
2189
Financial Management Professionals
Texas
$7K -$33K -542 -82%
PFA
2190
Pathway Financial Advisers
Indiana
$6.89K +$58 +1 +0.9%
GPFA
2191
Game Plan Financial Advisors
Ohio
$5.27K -$8.48K -145 -62%
HWP
2192
Highline Wealth Partners
California
$4.41K
TVWM
2193
Tower View Wealth Management
Wisconsin
$4.28K
CAM
2194
Clarity Asset Management
Iowa
$4.2K
FFL
2195
Financial Freedom LLC
Ohio
$3.36K
ACB
2196
Aristotle Capital Boston
Massachusetts
$3.32K -$1.11K -19 -25%
DWM
2197
Dogwood Wealth Management
Kansas
$1.17K +$1.17K +20 New
SGC
2198
Slocum, Gordon & Co
Rhode Island
$1.11K +$1.11K +19 New
FHC
2199
First Heartland Consultants
Missouri
$1.05K +$68 +1,161 +7%
AA
2200
AlphaMark Advisors
Kentucky
$1K +$1K +16 New