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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 %
Millennium Management
251
Millennium Management
New York
$17.7M +$2.97M +67,835 +20%
GLLW
252
Graves Light Lenhart Wealth
Virginia
$17.7M +$998K +22,755 +6%
SFG
253
StrategIQ Financial Group
Indiana
$17.4M +$282K +6,440 +2%
BA
254
Bristlecone Advisors
Washington
$17.3M +$104K +2,375 +0.6%
DIP
255
DT Investment Partners
Pennsylvania
$17.2M +$567K +12,920 +3%
VCM
256
Verde Capital Management
Michigan
$17.2M -$1.12M -25,485 -6%
KWMG
257
King Wealth Management Group
Florida
$17.2M +$301K +6,855 +2%
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$17.1M -$1.94M -44,335 -10%
HCA
259
Horan Capital Advisors
Ohio
$16.7M +$391K +8,910 +2%
DW
260
Domani Wealth
Pennsylvania
$16.7M -$35.5K -810 -0.2%
BWIA
261
Bryant Woods Investment Advisors
New York
$16.7M +$73.7K +1,680 +0.4%
AWA
262
Amplius Wealth Advisors
Pennsylvania
$16.6M +$15.8M +360,670 +2,063%
SWM
263
Spire Wealth Management
Virginia
$16.6M -$7.04M -161,730 -30%
YIA
264
YHB Investment Advisors
Connecticut
$16.4M +$2.93M +66,785 +22%
SB
265
Simmons Bank
Arkansas
$16.2M +$376K +8,565 +2%
FCBT
266
First Citizens Bank & Trust
North Carolina
$16.1M -$1.85M -42,220 -10%
PAM
267
Peninsula Asset Management
Florida
$16.1M +$289K +6,600 +2%
GG
268
Gofen & Glossberg
Illinois
$16M +$3.15M +71,885 +25%
FNT
269
First National Trust
Pennsylvania
$16M -$965K -22,015 -6%
WPW
270
Waldron Private Wealth
Pennsylvania
$15.9M -$127K -2,900 -0.8%
EW
271
Enzi Wealth
Texas
$15.8M +$15.8M +312,790 New
PP
272
Pegasus Partners
Wisconsin
$15.7M -$415K -9,470 -3%
FCI
273
Financial Counselors Inc
Kansas
$15.6M +$1.21M +27,530 +8%
TRCT
274
Tower Research Capital (TRC)
New York
$15.3M +$15.3M +347,965 New
DWA
275
Divergent Wealth Advisors
Utah
$15.1M -$794K -18,105 -5%