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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 %
JAG
301
Journey Advisory Group
Kentucky
$15.9M +$102K +2,110 +0.6%
WPW
302
Waldron Private Wealth
Pennsylvania
$15.9M
DFA
303
DHJJ Financial Advisors
Illinois
$15.8M -$321K -6,640 -2%
FMN
304
Financial Management Network
California
$15.8M +$1.64M +33,635 +12%
RVPG
305
Relative Value Partners Group
$15.5M +$1.9M +39,345 +14%
PFP
306
Pinnacle Financial Partners
Tennessee
$15.4M +$267K +5,515 +2%
CASB
307
Cape Ann Savings Bank
Massachusetts
$15.4M -$67.2K -1,390 -0.4%
AFS
308
Aft Forsyth & Sober
Florida
$15.4M
FWM
309
FFT Wealth Management
Pennsylvania
$15.4M +$51.3K +1,060 +0.3%
G
310
GenTrust
Florida
$15.3M -$247K -5,100 -2%
PWM
311
Perigon Wealth Management
California
$15.3M +$12.6M +260,310 +465%
FCBT
312
First Citizens Bank & Trust
North Carolina
$15.1M -$2.63M -54,305 -15%
Citadel Advisors
313
Citadel Advisors
Florida
$15.1M +$1.28M +26,430 +9%
GT
314
Glenmede Trust
Pennsylvania
$14.9M +$1.34M +27,755 +10%
NAG
315
Northstar Advisory Group
New Jersey
$14.7M +$7.03M +145,265 +91%
AWM
316
Altus Wealth Management
Kentucky
$14.7M -$347K -7,165 -2%
C
317
Certuity
Florida
$14.7M +$741K +15,325 +5%
EW
318
Enzi Wealth
Texas
$14.6M -$1.44M -27,995 -9%
AF
319
Affiance Financial
Minnesota
$14.6M -$313K -6,460 -2%
CCM
320
Coldstream Capital Management
Washington
$14.5M +$14.5M +300,500 New
LA
321
Lynch & Associates
Indiana
$14.5M -$1.94K -40 -0%
EBT
322
Enterprise Bank & Trust
Massachusetts
$14.2M -$114K -2,350 -0.8%
ATC
323
Argent Trust Co
Tennessee
$14.1M -$374K -7,740 -3%
JMFC
324
J.M. Forbes & Co
Massachusetts
$14M +$1.45K +30 +0%
CIM
325
CIM Investment Management
Pennsylvania
$14M -$80.8K -1,670 -0.6%