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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 %
AF
301
Affiance Financial
Minnesota
$16.5M +$175K +3,350 +1%
RJT
302
Raymond James Trust
Florida
$16.4M +$732K +14,005 +5%
CASB
303
Cape Ann Savings Bank
Massachusetts
$16.4M -$159K -3,035 -1%
SIA
304
Soltis Investment Advisors
Utah
$16.4M +$33.5K +640 +0.2%
AFS
305
Aft Forsyth & Sober
Florida
$16.3M +$2.02M +38,550 +14%
FAIM
306
Financial Advocates Investment Management
Washington
$16.2M +$1.26M +24,120 +8%
OGF
307
Orin Green Financial
California
$16.1M +$642K +12,270 +4%
IB
308
Intrust Bank
Kansas
$16.1M +$342K +6,535 +2%
CC
309
Courier Capital
New York
$16.1M +$1.67M +31,905 +12%
PBF
310
Petix & Botte Financial
California
$16M +$8.36M +159,900 +110%
Principal Financial Group
311
Principal Financial Group
Iowa
$15.9M -$1.39M -26,555 -8%
BCI
312
Brinker Capital Investments
Pennsylvania
$15.7M -$734K -14,035 -4%
OPS
313
Orion Portfolio Solutions
Nebraska
$15.7M -$734K -14,035 -4%
KPWS
314
Kestra Private Wealth Services
Texas
$15.7M +$1.24M +23,650 +9%
FWM
315
FFT Wealth Management
Pennsylvania
$15.7M -$657K -12,555 -4%
VIA
316
Vantagepoint Investment Advisers
District of Columbia
$15.6M -$3.37M -64,500 -18%
GT
317
Glenmede Trust
Pennsylvania
$15.5M
GT
318
Glenview Trust
Kentucky
$15.4M +$517K +9,895 +3%
CA
319
Cambridge Advisors
Nebraska
$15.2M +$467K +8,935 +3%
LA
320
Lynch & Associates
Indiana
$15.2M -$111K -2,120 -0.7%
CIM
321
CIM Investment Management
Pennsylvania
$15.2M +$79.5K +1,520 +0.5%
CCM
322
Coldstream Capital Management
Washington
$15.1M -$468K -8,950 -3%
PWMAG
323
Pinnacle Wealth Management Advisory Group
New Jersey
$15M +$1.43M +27,375 +11%
SG Americas Securities
324
SG Americas Securities
New York
$15M +$12.9M +247,145 +630%
JFGIW
325
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.9M +$616K +11,785 +4%