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iShares Core S&P Mid-Cap ETF

1,950 hedge funds and large institutions have $51.3B invested in iShares Core S&P Mid-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 814 increasing their positions, 725 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,950
Holders Change
+46
Holders Change %
+2.42%
% of All Funds
30.75%
Holding in Top 10
327
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.61%
% of All Funds
5.16%
New
114
Increased
814
Reduced
725
Closed
53
Calls
$35.9M
Puts
$8.21M
Net Calls
+$27.6M
Net Calls Change
+$20.9M
Name Holding Trade Value Shares
Change
Shares
Change %
JAG
226
Journey Advisory Group
Kentucky
$24.7M +$1.64M +31,345 +7%
VFA
227
Voya Financial Advisors
Connecticut
$24.7M -$23.7M -456,880 -49%
Allspring Global Investments
228
Allspring Global Investments
North Carolina
$24.6M -$2.55M -48,755 -9%
SIC
229
Shoker Investment Counsel
Ohio
$24.6M +$822K +15,725 +3%
SPC
230
Sigma Planning Corp
Michigan
$24.6M -$1.62M -30,970 -6%
Macquarie Group
231
Macquarie Group
Australia
$24.1M -$35.3M -674,410 -59%
GLLW
232
Graves Light Lenhart Wealth
Virginia
$24M +$781K +14,925 +3%
DT
233
Daniels + Tansey
Delaware
$24M -$89.7K -1,715 -0.4%
WAS
234
Wealth Advisory Solutions
Indiana
$23.9M -$217K -4,140 -0.9%
COPPSERS
235
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$23.8M +$2.11M +40,385 +10%
CAAS
236
Capital Asset Advisory Services
Michigan
$23.7M +$636K +11,915 +3%
OC
237
Oppenheimer & Co
New York
$23.7M +$232K +4,445 +1%
FWM
238
Fairhaven Wealth Management
Illinois
$23.5M +$23.5M +449,190 New
CFO
239
Callan Family Office
Pennsylvania
$23.4M -$1.14M -21,830 -5%
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$23.1M -$35.3K -675 -0.2%
AllianceBernstein
241
AllianceBernstein
Tennessee
$22.9M -$1.41M -27,030 -6%
BHWM
242
Bar Harbor Wealth Management
New Hampshire
$22.8M -$592K -11,325 -3%
MSA
243
Mason Street Advisors
Wisconsin
$22.8M
HI
244
Human Investing
Oregon
$22.5M +$1.15M +21,995 +5%
CS
245
Comerica Securities
Michigan
$22.4M +$1.07M +20,550 +5%
BAMG
246
Brand Asset Management Group
Missouri
$22.3M +$753K +14,395 +3%
BA
247
Bristlecone Advisors
Washington
$22.2M -$639K -12,225 -3%
LP
248
LGL Partners
Pennsylvania
$22.1M -$2.12M -40,540 -9%
NFG
249
Nations Financial Group
Iowa
$22M -$258K -4,925 -1%
TPCW
250
TD Private Client Wealth
New York
$22M -$756K -14,465 -3%