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iShares Core S&P Mid-Cap ETF

1,761 hedge funds and large institutions have $40.7B invested in iShares Core S&P Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 734 increasing their positions, 645 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,761
Holders Change
-27
Holders Change %
-1.51%
% of All Funds
30.45%
Holding in Top 10
304
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.3%
% of All Funds
5.26%
New
77
Increased
734
Reduced
645
Closed
76
Calls
$34.7M
Puts
$27M
Net Calls
+$7.69M
Net Calls Change
+$319K
Name Holding Trade Value Shares
Change
Shares
Change %
State of Wisconsin Investment Board
226
State of Wisconsin Investment Board
Wisconsin
$20.4M +$1.37M +31,150 +7%
WWM
227
Western Wealth Management
Colorado
$20.1M +$605K +13,790 +3%
WFA
228
Wipfli Financial Advisors
Wisconsin
$20.1M +$10.7M +243,725 +113%
GL
229
Graypoint LLC
New York
$19.9M -$1.48M -33,690 -7%
DT
230
Daniels + Tansey
Delaware
$19.8M -$167K -3,800 -0.8%
CI
231
Conning Inc
Connecticut
$19.5M
AAS
232
Avantax Advisory Services
Texas
$19.3M +$376K +8,570 +2%
NA
233
Nottingham Advisors
New York
$19.3M +$5.38M +121,815 +39%
AllianceBernstein
234
AllianceBernstein
Tennessee
$19.2M -$358K -8,155 -2%
SMC
235
Smith, Moore & Co
Missouri
$19.2M +$4.79M +109,225 +33%
LBC
236
Lowe Brockenbrough & Co
Virginia
$19.1M +$927K +21,130 +5%
FWTB
237
First Western Trust Bank
Colorado
$18.9M +$161K +3,670 +0.9%
TPCW
238
TD Private Client Wealth
New York
$18.8M -$86K -1,960 -0.5%
FWM
239
Fairhaven Wealth Management
Illinois
$18.6M -$328K -7,470 -2%
NFG
240
Nations Financial Group
Iowa
$18.6M +$110K +2,515 +0.6%
PFM
241
Parsec Financial Management
North Carolina
$18.4M -$2.16M -49,255 -10%
CS
242
Comerica Securities
Michigan
$18.4M -$67.3K -1,535 -0.4%
OC
243
Oppenheimer & Co
New York
$18.3M +$561K +12,800 +3%
Allspring Global Investments
244
Allspring Global Investments
North Carolina
$18.3M +$1.32K +30 +0%
FNBT
245
FineMark National Bank & Trust
Florida
$18M +$1.03M +23,430 +6%
TCM
246
Twele Capital Management
Minnesota
$18M -$68.4K -1,560 -0.4%
HI
247
Human Investing
Oregon
$17.9M +$421K +9,595 +2%
KCM
248
Kanawha Capital Management
Virginia
$17.8M -$70.6K -1,610 -0.4%
AF
249
Allworth Financial
California
$17.8M -$853K -19,455 -5%
BAMG
250
Brand Asset Management Group
Missouri
$17.8M -$1.29M -29,390 -7%