IJH icon

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 %
SMAM
2251
Sugar Maple Asset Management
Wisconsin
$165K +$165K +2,655 New
TLA
2252
Tanglewood Legacy Advisors
Texas
$164K
CJ
2253
Caitlin John
Michigan
$164K -$436 -7 -0.3%
ECM
2254
Elgethun Capital Management
South Dakota
$163K +$436 +7 +0.3%
FUBT
2255
First United Bank & Trust
Maryland
$160K
MG
2256
MilWealth Group
Wisconsin
$157K +$157K +2,515 New
FGC
2257
Financial Gravity Companies
Texas
$156K +$22.4K +359 +17%
DCM
2258
Disciplina Capital Management
Tennessee
$156K -$13.4K -215 -8%
SS
2259
SBI Securities
Japan
$152K +$152K +2,432 New
W
2260
WealthCollab
Washington
$151K
NRC
2261
New Republic Capital
North Carolina
$150K -$71.1K -1,141 -32%
SA
2262
SRH Advisors
Kansas
$150K
AWM
2263
Angeles Wealth Management
California
$150K
CPG
2264
Cornerstone Planning Group
New Jersey
$149K -$14K -216 -9%
BC
2265
Barrett & Company
Rhode Island
$149K
T
2266
Tidemark
California
$148K +$13.5K +216 +10%
RAM
2267
Ramirez Asset Management
New York
$148K
CTWM
2268
Cherry Tree Wealth Management
Minnesota
$147K
WB
2269
Webster Bank
Connecticut
$145K
CWM
2270
Copia Wealth Management
Oregon
$145K +$145K +2,324 New
PFA
2271
Pillar Financial Advisors
Kentucky
$142K +$142K +2,285 New
BCMLT
2272
Beacon Capital Management LLC (Tennessee)
Tennessee
$140K -$26.5K -425 -16%
SC
2273
Steph & Co
Wisconsin
$139K
TC
2274
Trust Company
Kansas
$137K
BPAMU
2275
BTG Pactual Asset Management US
New York
$136K -$97.8K -1,661 -42%