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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 %
SF
276
Symphony Financial
Texas
$18.2M +$6.54M +130,820 +56%
BSSFA
277
Baron Silver Stevens Financial Advisors
Florida
$18.2M +$170K +3,520 +0.9%
YIA
278
YHB Investment Advisors
Connecticut
$18.1M +$13.1K +270 +0.1%
HCA
279
Horan Capital Advisors
Ohio
$17.9M -$517K -10,695 -3%
VCM
280
Verde Capital Management
Michigan
$17.8M -$1.13M -23,290 -6%
IB
281
Intrust Bank
Kansas
$17.8M +$1.38M +28,440 +8%
FCI
282
Financial Counselors Inc
Kansas
$17.8M +$596K +12,315 +3%
PSCM
283
Per Stirling Capital Management
Texas
$17.8M +$17.8M +367,470 New
William Blair & Company
284
William Blair & Company
Illinois
$17.7M +$2.57M +53,135 +17%
GG
285
Gofen & Glossberg
Illinois
$17.5M -$118K -2,445 -0.7%
VIA
286
Vantagepoint Investment Advisers
District of Columbia
$17.5M +$17.5M +362,000 New
PAM
287
Peninsula Asset Management
Florida
$17.3M -$422K -8,725 -2%
CFB
288
Cullen/Frost Bankers
Texas
$17M +$11.6M +240,080 +214%
ISB
289
Iowa State Bank
Iowa
$17M +$668K +13,810 +4%
LSERS
290
Louisiana State Employees Retirement System
Louisiana
$16.9M +$1.43M +29,500 +9%
ODIJL
291
One Day In July LLC
Vermont
$16.8M +$2.75M +56,800 +20%
RDFA
292
Ritter Daniher Financial Advisory
Ohio
$16.7M +$6.52M +134,780 +64%
DWA
293
Divergent Wealth Advisors
Utah
$16.6M -$74K -1,530 -0.4%
TC
294
Trilogy Capital
California
$16.1M -$11.9K -245 -0.1%
KWMG
295
King Wealth Management Group
Florida
$16.1M -$2.89M -59,745 -15%
EPA
296
Element Pointe Advisors
Florida
$16M +$16M +331,620 New
Principal Financial Group
297
Principal Financial Group
Iowa
$16M +$1.95M +40,235 +14%
WFA
298
West Financial Advisors
Iowa
$16M +$191K +3,945 +1%
SWM
299
Spire Wealth Management
Virginia
$15.9M -$2.47M -51,025 -13%
JA
300
JVL Associates
Michigan
$15.9M -$485K -10,035 -3%