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iShares Core S&P Mid-Cap ETF

1,919 hedge funds and large institutions have $53.8B invested in iShares Core S&P Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 751 increasing their positions, 676 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,919
Holders Change
+158
Holders Change %
+8.97%
% of All Funds
30.96%
Holding in Top 10
345
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+13.49%
% of All Funds
5.57%
New
244
Increased
751
Reduced
676
Closed
55
Calls
$10.9M
Puts
$41.6M
Net Calls
-$30.6M
Net Calls Change
-$38.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CI
226
Conning Inc
Connecticut
$23M +$1.42M +29,280 +7%
GL
227
Graypoint LLC
New York
$22.9M +$923K +19,075 +4%
DIP
228
DT Investment Partners
Pennsylvania
$22.7M +$3.75M +77,445 +20%
DT
229
Diversified Trust
Tennessee
$22.6M -$8.47K -175 -0%
FNBT
230
FineMark National Bank & Trust
Florida
$22.4M +$2.54M +52,465 +13%
ECG
231
Edge Capital Group
Georgia
$22.4M -$13.8M -285,020 -38%
DT
232
Daniels + Tansey
Delaware
$22.3M +$471K +9,735 +2%
BHWM
233
Bar Harbor Wealth Management
New Hampshire
$22.3M -$323K -6,680 -1%
SIC
234
Shoker Investment Counsel
Ohio
$22.2M -$1.45M -29,935 -6%
FWTB
235
First Western Trust Bank
Colorado
$22.2M +$1.28M +26,380 +6%
CFO
236
Callan Family Office
Pennsylvania
$22.1M +$22.1M +457,115 New
AllianceBernstein
237
AllianceBernstein
Tennessee
$22M +$805K +16,640 +4%
LBC
238
Lowe Brockenbrough & Co
Virginia
$22M +$907K +18,755 +4%
PRA
239
Pine Ridge Advisers
New York
$21.9M -$4.2M -86,900 -16%
AF
240
Allworth Financial
California
$21.7M +$2.06M +42,585 +10%
OC
241
Oppenheimer & Co
New York
$21.3M +$1.1M +22,705 +5%
WSFS
242
Wilmington Savings Fund Society
Delaware
$21.1M -$3.83M -79,200 -15%
CF
243
Cantor Fitzgerald
New York
$20.9M -$2.46M -50,815 -11%
GLLW
244
Graves Light Lenhart Wealth
Virginia
$20.6M +$1.09M +22,500 +6%
SMC
245
Smith, Moore & Co
Missouri
$20.6M -$542K -11,195 -3%
CIBC Private Wealth Group
246
CIBC Private Wealth Group
Georgia
$20.5M -$331K -8,170 -2%
Cerity Partners
247
Cerity Partners
New York
$20.5M +$6.64M +137,340 +48%
NFG
248
Nations Financial Group
Iowa
$20.4M -$40.2K -830 -0.2%
FWM
249
Fairhaven Wealth Management
Illinois
$20.4M -$207K -4,280 -1%
Allspring Global Investments
250
Allspring Global Investments
North Carolina
$20.1M -$90K -1,860 -0.4%