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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 %
SIA
2226
Schechter Investment Advisors
Michigan
$202K -$13.1K -210 -6%
BP
2227
BBR Partners
New York
$202K
MWA
2228
Monograph Wealth Advisors
California
$201K
RA
2229
Rodgers & Associates
Pennsylvania
$201K
ALWM
2230
Andrews Lucia Wealth Management
California
$201K +$201K +3,227 New
CMI
2231
Clare Market Investments
Texas
$201K
TH
2232
Team Hewins
California
$201K -$3.18K -51 -2%
DC
2233
DeDora Capital
California
$200K
WCAMG
2234
Woodard & Company Asset Management Group
North Carolina
$200K
GA
2235
GoalVest Advisory
New York
$196K
FFA
2236
Frazier Financial Advisors
Ohio
$195K +$46.2K +743 +31%
PSB
2237
Piscataqua Savings Bank
New Hampshire
$193K
CWM
2238
Compass Wealth Management
Connecticut
$193K
SO
2239
Sierra Ocean
California
$191K +$191K +3,057 New
Bank Julius Baer & Co
2240
Bank Julius Baer & Co
Switzerland
$189K +$162K +2,353 +587%
MHR
2241
Matthew Hamilton Rosenberg
$187K
OL
2242
one8zero8 LLC
North Carolina
$186K +$186K +2,980 New
AGWCA
2243
Annis Gardner Whiting Capital Advisors
Florida
$185K
PCTC
2244
Perkins Coie Trust Company
Washington
$184K -$32.1K -515 -15%
WWM
2245
Wagner Wealth Management
South Carolina
$172K
CW
2246
Curio Wealth
Maryland
$169K +$169K +2,707 New
MFG
2247
Menard Financial Group
Texas
$169K +$169K +2,705 New
VCM
2248
Versant Capital Management
Arizona
$168K
FFC
2249
First Financial Corp
Indiana
$166K +$36.1K +580 +28%
EAM
2250
Eukles Asset Management
Ohio
$165K +$1.87K +30 +1%