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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 %
WH
326
Whitcomb & Hess
Ohio
$11.9M +$183K +4,165 +2%
MFC
327
Mechanics Financial Corp
Ohio
$11.8M -$658 -15 -0%
MSA
328
Mason Street Advisors
Wisconsin
$11.7M +$1.97M +45,000 +20%
LNC
329
Lincoln National Corp
Pennsylvania
$11.5M -$277K -6,315 -2%
CA
330
Centerpoint Advisors
Massachusetts
$11.5M +$1.95M +44,535 +21%
LCOV
331
London Company of Virginia
Virginia
$11.4M -$930K -21,215 -8%
MWM
332
MTC Wealth Management
Florida
$11.4M -$55.9K -1,275 -0.5%
RJT
333
Raymond James Trust
Florida
$11.3M +$952K +21,720 +9%
CAAS
334
Capital Asset Advisory Services
Michigan
$11.3M -$3.15M -71,805 -22%
DA
335
Drake & Associates
Wisconsin
$11.2M +$535K +12,205 +5%
First Trust Advisors
336
First Trust Advisors
Illinois
$11.2M +$774K +17,660 +7%
BWP
337
BSW Wealth Partners
Colorado
$11.1M +$93.4K +2,130 +0.8%
B
338
Bailard
California
$11M -$102K -2,325 -0.9%
CWA
339
Core Wealth Advisors
Florida
$10.9M +$832K +18,975 +8%
NSAM
340
North Star Asset Management
Wisconsin
$10.9M +$10.5M +238,935 +2,467%
TCOV
341
Trust Company of Vermont
Vermont
$10.8M +$4.39K +100 +0%
SQA
342
Simon Quick Advisors
New Jersey
$10.7M +$55.9K +1,275 +0.5%
ST
343
Smithfield Trust
Pennsylvania
$10.7M +$1.28M +29,210 +14%
AMG
344
Asset Management Group
Connecticut
$10.7M -$118K -2,680 -1%
CT
345
Cambridge Trust
Massachusetts
$10.6M -$126K -2,875 -1%
VCM
346
Vision Capital Management
Oregon
$10.6M -$6.1M -139,100 -37%
KPWS
347
Kestra Private Wealth Services
Texas
$10.6M -$302K -6,890 -3%
MSA
348
Marino Stram & Associates
Massachusetts
$10.5M -$103K -2,350 -1%
CWM
349
Castle Wealth Management
Florida
$10.5M -$1.04M -23,605 -9%
HAS
350
Holland Advisory Services
Florida
$10.5M +$1.91M +43,595 +22%