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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 %
LA
301
Lynch & Associates
Indiana
$13.1M +$254K +5,785 +2%
EBT
302
Enterprise Bank & Trust
Massachusetts
$13M -$325K -7,400 -2%
NC
303
NewSquare Capital
Pennsylvania
$12.9M -$378K -8,630 -3%
CA
304
Cambridge Advisors
Nebraska
$12.9M -$263K -5,990 -2%
GIA
305
Gladstone Institutional Advisory
Florida
$12.8M +$704K +16,060 +6%
RhumbLine Advisers
306
RhumbLine Advisers
Massachusetts
$12.8M +$5.75M +131,015 +82%
Principal Financial Group
307
Principal Financial Group
Iowa
$12.7M +$665K +15,160 +6%
CIM
308
CIM Investment Management
Pennsylvania
$12.7M +$85.7K +1,955 +0.7%
ODIJL
309
One Day In July LLC
Vermont
$12.7M +$2.32M +52,985 +22%
JMFC
310
J.M. Forbes & Co
Massachusetts
$12.7M +$146K +3,335 +1%
C
311
Certuity
Florida
$12.7M -$393K -8,960 -3%
Cerity Partners
312
Cerity Partners
New York
$12.5M -$267K -6,095 -2%
Citadel Advisors
313
Citadel Advisors
Florida
$12.5M +$12.5M +285,435 New
JFGIW
314
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.4M -$1.99M -42,495 -14%
ATPW
315
Ashton Thomas Private Wealth
Arizona
$12.4M +$260K +5,935 +2%
GT
316
Glenmede Trust
Pennsylvania
$12.3M -$87.5K -1,995 -0.7%
RVPG
317
Relative Value Partners Group
$12.3M +$1.96M +44,615 +19%
CC
318
Courier Capital
New York
$12.2M -$183K -4,175 -1%
TF
319
Tompkins Financial
New York
$12.2M +$342K +7,800 +3%
P
320
&Partners
Tennessee
$12.2M +$404K +9,205 +3%
Squarepoint
321
Squarepoint
New York
$12.2M +$880K +20,070 +8%
1SB
322
1ST Source Bank
Indiana
$12.1M +$181K +4,125 +2%
TWP
323
Tower Wealth Partners
Pennsylvania
$12.1M +$592K +12,200 +5%
HSWM
324
Hubbell Strickland Wealth Management
Louisiana
$12M +$308K +7,030 +3%
SG
325
StoneX Group
New York
$11.9M +$116K +2,640 +1%