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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 %
RVPG
276
Relative Value Partners Group
$19.2M +$19.2M +366,820 New
PP
277
Pegasus Partners
Wisconsin
$19M -$3.32M -63,420 -15%
JA
278
JVL Associates
Michigan
$18.8M +$870K +16,635 +5%
FNT
279
First National Trust
Pennsylvania
$18.8M -$795K -15,200 -4%
C
280
Certuity
Florida
$18.7M +$443K +8,470 +2%
CI
281
Conning Inc
Connecticut
$18.7M -$6.17M -117,945 -25%
WAP
282
Wealthcare Advisory Partners
Pennsylvania
$18.6M -$18.6M -355,160 -50%
DWA
283
Divergent Wealth Advisors
Utah
$18.5M +$326K +6,230 +2%
TPWA
284
TRUE Private Wealth Advisors
Oregon
$18.4M +$2.02M +38,570 +12%
FCI
285
Financial Counselors Inc
Kansas
$18.4M +$302K +5,780 +2%
KWMG
286
King Wealth Management Group
Florida
$18.4M +$645K +12,330 +4%
WFA
287
West Financial Advisors
Iowa
$18.3M +$606K +11,580 +3%
LSERS
288
Louisiana State Employees Retirement System
Louisiana
$17.7M -$1.67M -32,000 -9%
ATPW
289
Ashton Thomas Private Wealth
Arizona
$17.7M +$1.1M +20,950 +7%
FWTB
290
First Western Trust Bank
Colorado
$17.6M -$4.68M -89,545 -21%
TC
291
Trilogy Capital
California
$17.6M -$197K -3,640 -1%
PFP
292
Pinnacle Financial Partners
Tennessee
$17.3M +$601K +11,500 +4%
PAM
293
Peninsula Asset Management
Florida
$17.2M -$555K -10,620 -3%
ISB
294
Iowa State Bank
Iowa
$17.2M -$253K -4,840 -1%
AA
295
Advisory Alpha
Michigan
$17.1M +$11M +210,845 +181%
EWA
296
EP Wealth Advisors
California
$17.1M -$52.1M -262,885 -75%
DFA
297
DHJJ Financial Advisors
Illinois
$16.9M +$35.3K +675 +0.2%
PA
298
Pinnacle Associates
New York
$16.9M +$1.69M +32,315 +11%
SB
299
Simmons Bank
Arkansas
$16.7M -$1.76M -33,680 -10%
AWM
300
Altus Wealth Management
Kentucky
$16.6M -$84.7K -1,620 -0.5%