IJH icon

iShares Core S&P Mid-Cap ETF

1,788 hedge funds and large institutions have $40.5B invested in iShares Core S&P Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 772 increasing their positions, 660 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,788
Holders Change
-45
Holders Change %
-2.45%
% of All Funds
30.23%
Holding in Top 10
308
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.22%
% of All Funds
5.21%
New
92
Increased
772
Reduced
660
Closed
113
Calls
$14.7M
Puts
$7.33M
Net Calls
+$7.37M
Net Calls Change
-$26.5M
Name Holding Trade Value Shares
Change
Shares
Change %
WH
326
Whitcomb & Hess
Ohio
$12.1M +$355K +7,850 +3%
CWM
327
Castle Wealth Management
Florida
$11.9M +$11.9M +263,855 New
RVPG
328
Relative Value Partners Group
$11.8M +$1.06M +21,245 +10%
MWM
329
MTC Wealth Management
Florida
$11.8M -$4.81M -106,240 -29%
Squarepoint
330
Squarepoint
New York
$11.6M +$5.87M +129,645 +101%
B
331
Bailard
California
$11.5M +$29.6K +655 +0.3%
FMN
332
Financial Management Network
California
$11.4M +$1.38M +30,110 +14%
BWP
333
BSW Wealth Partners
Colorado
$11.4M +$74.9K +1,655 +0.7%
KPWS
334
Kestra Private Wealth Services
Texas
$11.2M +$3.77M +83,395 +51%
PI
335
Pachira Investments
California
$11.2M +$161K +3,565 +1%
AMG
336
Asset Management Group
Connecticut
$11.2M +$17K +375 +0.2%
TCOV
337
Trust Company of Vermont
Vermont
$11.2M +$43.7K +965 +0.4%
CT
338
Cambridge Trust
Massachusetts
$11.1M -$739K -16,335 -6%
FNBOH
339
First National Bank of Hutchinson
Kansas
$11.1M -$961K -21,245 -8%
DA
340
Drake & Associates
Wisconsin
$11M +$11M +243,470 New
MSA
341
Marino Stram & Associates
Massachusetts
$11M -$176K -3,890 -2%
FWIA
342
Fort Washington Investment Advisors
Ohio
$10.9M -$49.5K -1,095 -0.5%
HF
343
Halpern Financial
Virginia
$10.9M +$597K +13,200 +6%
BCI
344
Brinker Capital Investments
Pennsylvania
$10.9M -$7.47M -165,010 -41%
CA
345
Crumly & Associates
Illinois
$10.8M -$93.4K -2,065 -0.9%
First Trust Advisors
346
First Trust Advisors
Illinois
$10.8M +$1.15M +25,510 +12%
LIM
347
Leavell Investment Management
Alabama
$10.8M -$66.7K -1,475 -0.6%
ODIJL
348
One Day In July LLC
Vermont
$10.7M +$3.37M +74,395 +46%
TWP
349
Tower Wealth Partners
Pennsylvania
$10.7M +$10.7M +236,595 New
RJT
350
Raymond James Trust
Florida
$10.7M +$597K +13,205 +6%