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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 %
WFMPM
2176
Woodley Farra Manion Portfolio Management
Indiana
$225K +$225K +3,607 New
ACB
2177
Aristotle Capital Boston
Massachusetts
$224K +$210K +3,376 +1,535%
HWA
2178
Heritage Wealth Advisors
Virginia
$224K -$93.5K -1,500 -29%
CB
2179
CNB Bank
Pennsylvania
$224K
DC
2180
Darrow Company
Massachusetts
$224K
EP
2181
EPIQ Partners
Minnesota
$223K
HIC
2182
Holderness Investments Company
North Carolina
$223K +$9.35K +150 +4%
CM
2183
Columbus Macro
Pennsylvania
$223K -$499 -8 -0.2%
FFG
2184
Fiduciary Financial Group
California
$222K +$222K +3,591 New
WW
2185
Westshore Wealth
California
$222K
CPSAC
2186
Chas P. Smith & Associates (CPS)
Florida
$221K -$312 -5 -0.1%
AAS
2187
Annex Advisory Services
Wisconsin
$221K -$9.78K -157 -4%
BBA
2188
Braun-Bostich & Associates
Pennsylvania
$220K
CWM
2189
Chemistry Wealth Management
New York
$219K
SWIG
2190
Strategic Wealth Investment Group
Kentucky
$218K +$498 +8 +0.2%
AMIM
2191
Aull & Monroe Investment Management
Alabama
$218K
CFA
2192
Capstone Financial Advisors
Illinois
$217K +$810 +13 +0.4%
TCM
2193
TD Capital Management
Tennessee
$217K +$685 +11 +0.3%
FCM
2194
Fogel Capital Management
Florida
$217K
MPM
2195
Meritage Portfolio Management
Kansas
$217K +$217K +3,480 New
HWA
2196
Heartwood Wealth Advisors
Virginia
$216K
UWP
2197
Uniting Wealth Partners
Kansas
$214K +$214K +3,432 New
PSIWM
2198
Paradigm Strategies in Wealth Management
Minnesota
$214K -$9.97K -160 -4%
BF
2199
Brogan Financial
Tennessee
$214K -$12K -192 -5%
PHAM
2200
Palisades Hudson Asset Management
Florida
$212K