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iShares Core S&P Mid-Cap ETF

1,904 hedge funds and large institutions have $48.9B invested in iShares Core S&P Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 761 increasing their positions, 759 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,904
Holders Change
-15
Holders Change %
-0.78%
% of All Funds
30.47%
Holding in Top 10
329
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-4.64%
% of All Funds
5.27%
New
107
Increased
761
Reduced
759
Closed
81
Calls
$14.8M
Puts
$8.08M
Net Calls
+$6.73M
Net Calls Change
+$37.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CT
276
Coastline Trust
Rhode Island
$17.7M -$2.58M -51,660 -13%
SB
277
Simmons Bank
Arkansas
$17.6M -$1.16M -23,170 -6%
C
278
Certuity
Florida
$17.5M +$2.28M +45,610 +15%
DWA
279
Divergent Wealth Advisors
Utah
$17.4M +$240K +4,805 +1%
FCI
280
Financial Counselors Inc
Kansas
$17.3M -$1.08M -21,635 -6%
JA
281
JVL Associates
Michigan
$17.2M +$713K +14,255 +4%
SF
282
Symphony Financial
Texas
$17.1M -$776K -15,775 -4%
PAM
283
Peninsula Asset Management
Florida
$17M -$878K -17,550 -5%
KWMG
284
King Wealth Management Group
Florida
$17M +$358K +7,160 +2%
WFA
285
West Financial Advisors
Iowa
$16.9M +$368K +7,355 +2%
GFG
286
GR Financial Group
Arizona
$16.8M -$35.8M -715,920 -68%
ISB
287
Iowa State Bank
Iowa
$16.7M -$875K -17,480 -5%
HH
288
HWG Holdings
Texas
$16.7M +$2.91M +58,100 +21%
Principal Financial Group
289
Principal Financial Group
Iowa
$16.6M -$1K -20 -0%
TC
290
Trilogy Capital
California
$16.5M -$97.6K -1,950 -0.6%
BSSFA
291
Baron Silver Stevens Financial Advisors
Florida
$16.4M -$2.38M -47,655 -13%
DFA
292
DHJJ Financial Advisors
Illinois
$16.2M -$162K -3,240 -1%
PFP
293
Pinnacle Financial Partners
Tennessee
$16M +$16.5K +330 +0.1%
AWM
294
Altus Wealth Management
Kentucky
$15.9M +$683K +13,660 +4%
CASB
295
Cape Ann Savings Bank
Massachusetts
$15.8M -$84.8K -1,695 -0.5%
ATPW
296
Ashton Thomas Private Wealth
Arizona
$15.8M +$1.44M +28,690 +10%
OPS
297
Orion Portfolio Solutions
Nebraska
$15.7M +$6.6M +131,840 +72%
BCI
298
Brinker Capital Investments
Pennsylvania
$15.7M +$9.38M +187,530 +147%
TPWA
299
TRUE Private Wealth Advisors
Oregon
$15.7M +$14.5M +290,325 +1,236%
PWM
300
Perigon Wealth Management
California
$15.7M -$129K -2,580 -0.8%