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iShares Core S&P Mid-Cap ETF

2,435 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, 739 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,435
Holders Change
+153
Holders Change %
+6.7%
% 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
739
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 %
Envestnet Portfolio Solutions
201
Envestnet Portfolio Solutions
Illinois
$38.5M +$6.22M +99,747 +19%
NEPPG
202
New England Professional Planning Group
Rhode Island
$38.4M +$703K +11,286 +2%
FNBT
203
FineMark National Bank & Trust
Florida
$38.2M +$348K +5,589 +0.9%
ETS
204
ESL Trust Services
New York
$38.2M +$28K +450 +0.1%
JIC
205
Johnson Investment Counsel
Ohio
$38.1M +$298K +4,786 +0.8%
BCWM
206
Bartlett & Co Wealth Management
Ohio
$38M +$2.38M +38,248 +7%
SFS
207
Summit Financial Strategies
Ohio
$37.9M +$1.59M +25,562 +4%
Thrivent Financial for Lutherans
208
Thrivent Financial for Lutherans
Minnesota
$36.3M -$14.4M -226,192 -28%
BFA
209
Beaumont Financial Advisors
Massachusetts
$35.9M +$2.37M +38,085 +7%
HW
210
Hancock Whitney
Mississippi
$35.4M +$1.19M +19,104 +3%
AWM
211
Apollon Wealth Management
South Carolina
$35M +$5.08M +81,581 +17%
CWA
212
CJM Wealth Advisers
Virginia
$34.9M +$148K +2,372 +0.4%
DT
213
Diversified Trust
Tennessee
$34.5M +$21.5K +345 +0.1%
OC
214
Oppenheimer & Co
New York
$34.4M +$1.44M +23,041 +4%
AF
215
Allworth Financial
California
$34.4M -$2.65M -40,494 -7%
Citigroup
216
Citigroup
New York
$34.2M -$31.3M -502,461 -48%
BFM
217
Boston Financial Management
Massachusetts
$34.1M -$260K -4,176 -0.8%
HI
218
Hudock Inc
Pennsylvania
$33.8M -$73.2K -1,174 -0.2%
CIBC Private Wealth Group
219
CIBC Private Wealth Group
Georgia
$33.7M -$791K -12,605 -2%
NC
220
NewSquare Capital
Pennsylvania
$33.6M -$462K -7,415 -1%
Natixis Advisors
221
Natixis Advisors
Massachusetts
$33.5M +$4.58M +73,443 +16%
CL
222
Choreo LLC
Illinois
$33.4M -$13.6M -218,073 -29%
FMWA
223
Forvis Mazars Wealth Advisors
Missouri
$33.2M -$1.31M -21,007 -4%
IAN
224
Integrated Advisors Network
Texas
$32.8M -$2.36M -37,949 -7%
OSNBOA
225
Old Second National Bank of Aurora
Illinois
$32.4M -$132K -2,116 -0.4%