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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 %
KFGG
2276
Keystone Financial Group (Georgia)
Georgia
$134K +$134K +2,158 New
RFA
2277
Reyes Financial Architecture
California
$134K +$134K +2,155 New
VWA
2278
Valued Wealth Advisors
Utah
$130K +$130K +2,089 New
SN
2279
Sittner & Nelson
Oregon
$130K
SIC
2280
SJS Investment Consulting
Ohio
$129K +$49.8K +800 +63%
RMC
2281
Resources Management Corp
Connecticut
$128K
MIM
2282
MTM Investment Management
South Carolina
$127K
SMA
2283
Sage Mountain Advisors
Georgia
$126K
MFA
2284
Morling Financial Advisors
California
$125K -$7.79K -125 -6%
RI
2285
Ridgewood Investments
New Jersey
$125K
CMBA
2286
C.M. Bidwell & Associates
Hawaii
$123K
HC
2287
Hoese & Co
Minnesota
$122K -$70.4K -1,130 -37%
EWP
2288
Elevation Wealth Partners
California
$118K
EF
2289
Empowered Funds
Pennsylvania
$115K +$115K +1,851 New
YDMI
2290
Y.D. More Investments
Israel
$115K
HIIFS
2291
Harel Insurance Investments & Financial Services
Israel
$110K
DMIC
2292
Dixon Mitchell Investment Counsel
British Columbia, Canada
$109K
QC
2293
Quent Capital
New York
$109K +$109K +1,748 New
OW
2294
Olistico Wealth
Oklahoma
$106K
AWM
2295
AllSquare Wealth Management
New York
$106K
CICI
2296
Capital Investment Counsel Inc
North Carolina
$106K +$57K +915 +117%
JFG
2297
JDM Financial Group
Texas
$106K
TFA
2298
Toth Financial Advisory
Virginia
$103K
AT
2299
Avalon Trust
New Mexico
$103K
WTFG
2300
Wood Tarver Financial Group
Idaho
$101K +$101K +1,635 New