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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 %
WCM
2326
Westend Capital Management
California
$74.8K
GCM
2327
Gables Capital Management
Florida
$74.5K
KC
2328
Knuff & Co
California
$69K +$69K +1,108 New
BCM
2329
Blume Capital Management
California
$66.4K -$11.5K -184 -15%
SIM
2330
Studio Investment Management
Illinois
$66.2K -$42.3K -679 -39%
CMP
2331
Coston McIsaac & Partners
Maine
$65K
FWA
2332
Flagship Wealth Advisors
Massachusetts
$64.2K +$64.2K +1,030 New
FWM
2333
FSA Wealth Management
Massachusetts
$62.6K +$4.99K +80 +9%
CTC
2334
Cetera Trust Company
Minnesota
$62.3K
FFA
2335
Fairfield Financial Advisors
Massachusetts
$61.6K +$125 +2 +0.2%
RBC
2336
Roble Belko & Company
Pennsylvania
$60K +$247 +4 +0.4%
BA
2337
Ballast Advisors
Minnesota
$58.6K -$46.7K -750 -44%
MRP
2338
Measured Risk Portfolios
California
$58.6K +$58.6K +940 New
ACA
2339
Atlas Capital Advisors
Wyoming
$58.3K
TAM
2340
Tucker Asset Management
Colorado
$58.1K +$53.7K +862 +1,231%
RWPA
2341
Richard W. Paul & Associates
Michigan
$57.9K -$187 -3 -0.3%
RIA
2342
Realta Investment Advisors
Delaware
$54K -$156K -2,475 -74%
RF
2343
Roxbury Financial
New Jersey
$52.2K +$52.2K +774 New
EPW
2344
Endeavor Private Wealth
Kansas
$51.5K +$51.5K +827 New
BHWM
2345
Beaird Harris Wealth Management
Texas
$50.2K
POIA
2346
Pin Oak Investment Advisors
Texas
$50K
CIA
2347
Cape Investment Advisory
Georgia
$46.7K +$46.7K +750 New
MSWA
2348
Marshall & Sterling Wealth Advisors
New York
$46.5K +$46.5K +747 New
SWC
2349
Spectrum Wealth Counsel
Indiana
$45.8K
Optiver Holding
2350
Optiver Holding
Netherlands
$45.4K +$22.1K +355 +95%