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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 %
WWP
2401
WR Wealth Planners
Missouri
$13.2K -$808 -13 -6%
PP
2402
PFS Partners
New Jersey
$13.1K +$62 +1 +0.5%
FMP
2403
Financial Management Professionals
Texas
$12.5K -$6.93M -111,159 -100%
PPA
2404
Painted Porch Advisors
California
$11.5K
GWM
2405
Grand Wealth Management
Michigan
$11.2K
ZRP
2406
Zynergy Retirement Planning
New Jersey
$10.9K
HR
2407
Howe & Rusling
New York
$10.8K +$6.73K +108 +166%
KSB
2408
Kennebec Savings Bank
Maine
$10.6K
VWM
2409
Vermillion Wealth Management
Minnesota
$9.49K +$9.49K +152 New
GG
2410
Gleason Group
Kentucky
$9.42K
CFP
2411
Comprehensive Financial Planning
Pennsylvania
$9.35K +$9.35K +150 New
MCA
2412
Maryland Capital Advisors
Maryland
$8.41K +$8.41K +135 New
C
2413
Covestor
United Kingdom
$8K +$1.98K +32 +33%
CTB
2414
Country Trust Bank
Illinois
$7.6K
PMIM
2415
Prudent Man Investment Management
Colorado
$7.17K +$7.17K +115 New
OWP
2416
ORG Wealth Partners
Texas
$6.92K +$6.92K +111 New
NWM
2417
Nova Wealth Management
Florida
$5.86K +$5.86K +94 New
GPFA
2418
Game Plan Financial Advisors
Ohio
$5.61K
RS
2419
Rakuten Securities
Japan
$5.17K +$5.17K +83 New
CJH
2420
Christopher J. Hasenberg
Wisconsin
$5.17K +$5.17K +83 New
SJIM
2421
St. Johns Investment Management
Florida
$4.92K +$4.92K +79 New
HWP
2422
Highline Wealth Partners
California
$4.74K
TVWM
2423
Tower View Wealth Management
Wisconsin
$4.59K +$62 +1 +1%
NWM
2424
Navigoe Wealth Management
California
$4K +$4K +80 New
FFL
2425
Financial Freedom LLC
Ohio
$3.6K