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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 %
BAMG
251
Brand Asset Management Group
Missouri
$20.1M +$442K +9,130 +2%
CS
252
Comerica Securities
Michigan
$19.8M -$447K -9,240 -2%
IA
253
IFP Advisors
Florida
$19.8M +$10.3M +259,925 +108%
HAS
254
Holland Advisory Services
Florida
$19.8M +$8.17M +168,970 +70%
KCM
255
Kanawha Capital Management
Virginia
$19.7M -$13.3K -275 -0.1%
CT
256
Coastline Trust
Rhode Island
$19.6M +$9.03M +186,555 +85%
TCM
257
Twele Capital Management
Minnesota
$19.6M -$237K -4,905 -1%
BA
258
Bristlecone Advisors
Washington
$19.5M +$395K +8,160 +2%
SFG
259
StrategIQ Financial Group
Indiana
$19.5M +$279K +5,775 +1%
PFM
260
Parsec Financial Management
North Carolina
$19.2M -$1.09M -22,465 -5%
HI
261
Human Investing
Oregon
$19.2M -$626K -12,935 -3%
CAAS
262
Capital Asset Advisory Services
Michigan
$19.1M +$6.77M +140,330 +55%
Citigroup
263
Citigroup
New York
$19M -$362M -7,491,340 -95%
1832 Asset Management
264
1832 Asset Management
Ontario, Canada
$19M -$4.4M -90,850 -19%
CWM
265
Curi Wealth Management
North Carolina
$18.9M +$2.83M +58,495 +18%
LCOV
266
London Company of Virginia
Virginia
$18.9M +$6.31M +130,510 +50%
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$18.8M -$96.3K -1,990 -0.5%
DW
268
Domani Wealth
Pennsylvania
$18.7M +$239K +4,945 +1%
TRCT
269
Tower Research Capital (TRC)
New York
$18.6M +$1.72M +35,630 +10%
PP
270
Pegasus Partners
Wisconsin
$18.5M +$1.19M +24,550 +7%
BWIA
271
Bryant Woods Investment Advisors
New York
$18.5M +$107K +2,220 +0.6%
FNT
272
First National Trust
Pennsylvania
$18.3M +$648K +13,390 +4%
SB
273
Simmons Bank
Arkansas
$18.2M +$264K +5,460 +1%
IFPL
274
Investments & Financial Planning LLC
Kentucky
$18.2M +$18.2M +375,615 New
TPCW
275
TD Private Client Wealth
New York
$18.2M -$2.61M -54,035 -13%