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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 %
T
2301
Transce3nd
Texas
$99.1K +$99.1K +1,591 New
RIL
2302
Rothschild Investment LLC
Illinois
$98.1K
STB
2303
S&T Bank
Pennsylvania
$97.9K +$97.9K +1,571 New
VHAM
2304
Van Hulzen Asset Management
California
$95.1K +$95.1K +1,526 New
KIM
2305
Kestra Investment Management
Texas
$91.2K +$91.2K +1,463 New
WIM
2306
Westside Investment Management
California
$88.9K +$62 +1 +0.1%
WAM
2307
WFA Asset Management
Wisconsin
$88.7K -$4.49K -72 -5%
ATC
2308
Advantage Trust Company
Kansas
$88.4K -$5.73K -92 -6%
TCM
2309
TruNorth Capital Management
Michigan
$87.9K -$30K -481 -25%
PP
2310
PrairieView Partners
Minnesota
$87K -$4.34K -70 -5%
RPA
2311
Redwood Park Advisors
California
$86.8K +$86.8K +1,393 New
LWA
2312
Lowe Wealth Advisors
Maryland
$84.8K +$1.87K +30 +2%
DF
2313
Dunhill Financial
United Kingdom
$82.8K +$80K +1,284 +2,853%
KWM
2314
Kiker Wealth Management
Georgia
$81.2K +$81.2K +1,303 New
KWAG
2315
Kiely Wealth Advisory Group
North Carolina
$80.4K
FPB
2316
First PREMIER Bank
South Dakota
$80K -$65.1K -1,045 -45%
FCMT
2317
Founders Capital Management (Texas)
Texas
$79.6K +$62 +1 +0.1%
CF
2318
Collier Financial
Colorado
$79.6K +$79.6K +1,277 New
MWA
2319
Moser Wealth Advisors
Washington
$79.4K
OAJ
2320
Ogorek Anthony Joseph
New York
$78K +$78K +1,260 New
SIS
2321
Sound Income Strategies
Florida
$77.8K -$155K -2,481 -67%
HHGA
2322
Halbert Hargrove Global Advisors
California
$77.1K +$77.1K +1,237 New
LOIP
2323
Live Oak Investment Partners
Texas
$77K -$77K
PWM
2324
Provident Wealth Management
Tennessee
$76K
Q1WB
2325
Quest 10 Wealth Builders
Virginia
$76K +$76K +1,219 New