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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 %
CPL
2351
Capital & Planning LLC
Georgia
$45.2K +$45.2K +725 New
KFP
2352
Keener Financial Planning
Texas
$45K +$16.8K +275 +60%
AF
2353
Atala Financial
California
$44.2K +$44.2K +710 New
PFA
2354
Pathway Financial Advisers
Indiana
$44K +$36.7K +589 +499%
WBC
2355
West Branch Capital
Massachusetts
$42.2K -$22.7K -365 -35%
FIM
2356
FWL Investment Management
Texas
$41.4K
LI
2357
LRI Investments
Florida
$40.2K
IF
2358
Integrity Financial
Wyoming
$39.9K +$623 +10 +2%
TWD
2359
True Wealth Design
Ohio
$38.9K
RCM
2360
Raleigh Capital Management
North Carolina
$37.6K +$187 +3 +0.5%
NWWA
2361
New Wave Wealth Advisors
Arkansas
$36.6K +$36.6K +587 New
GK
2362
Graney & King
New York
$35.3K +$35.3K +567 New
EA
2363
Evolution Advisers
Virginia
$35K
SIS
2364
Strategic Investment Solutions
Illinois
$34.6K
MSFP
2365
Mark Sheptoff Financial Planning
Connecticut
$34.6K +$3.12K +50 +10%
SFC
2366
SYM Financial Corp
Indiana
$34.5K
EWA
2367
Elevate Wealth Advisory
Georgia
$33.6K
CWM
2368
CarsonAllaria Wealth Management
Illinois
$33.6K +$29.8K +478 +784%
CSPIA
2369
Cary Street Partners Investment Advisory
Virginia
$33.6K -$5.65M -90,597 -99%
HCP
2370
Hexagon Capital Partners
Arkansas
$33.3K -$810 -13 -2%
DWA
2371
Dougherty Wealth Advisers
Minnesota
$31.2K
BAM
2372
Bellevue Asset Management
Washington
$31.2K
WAG
2373
Wiser Advisor Group
Arizona
$29.7K +$62 +1 +0.2%
MFS
2374
Mattson Financial Services
Michigan
$29.7K +$4.43K +71 +18%
PK
2375
Pflug Koory
Nebraska
$29.6K