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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 %
PSCM
326
Per Stirling Capital Management
Texas
$14.9M -$666K -12,735 -4%
NSAM
327
North Star Asset Management
Wisconsin
$14.8M -$5.23K -100 -0%
NA
328
NewEdge Advisors
Louisiana
$14.7M -$537K -10,275 -4%
MWM
329
Marietta Wealth Management
Georgia
$14.7M +$543K +10,390 +4%
WH
330
Whitcomb & Hess
Ohio
$14.6M +$96K +1,835 +0.7%
CB
331
Community Bank
New York
$14.6M +$852K +16,290 +6%
NC
332
NewSquare Capital
Pennsylvania
$14.5M +$39.2K +750 +0.3%
ST
333
Smithfield Trust
Pennsylvania
$14.4M +$123K +2,350 +0.9%
TF
334
Tompkins Financial
New York
$14.3M -$486K -9,290 -3%
P
335
&Partners
Tennessee
$14.3M +$294K +5,615 +2%
GRP
336
Global Retirement Partners
California
$14.1M +$605K +11,570 +4%
PIC
337
Platt Investment Counsel
Florida
$14.1M +$1.16M +22,100 +9%
DA
338
Drake & Associates
Wisconsin
$14.1M +$310K +5,920 +2%
MFC
339
Mechanics Financial Corp
Ohio
$14M -$187K -3,585 -1%
FMN
340
Financial Management Network
California
$14M -$325K -6,200 -2%
CGA
341
Crescent Grove Advisors
Illinois
$13.9M +$529K +10,110 +4%
EL
342
EWA LLC
Pennsylvania
$13.8M +$816K +15,595 +6%
SQA
343
Simon Quick Advisors
New Jersey
$13.7M +$1.95M +37,310 +17%
1SB
344
1ST Source Bank
Indiana
$13.7M -$441K -8,435 -3%
ASN
345
Advisory Services Network
Georgia
$13.7M +$33.7K +645 +0.2%
BWP
346
BSW Wealth Partners
Colorado
$13.5M +$520K +9,945 +4%
AFA
347
American Financial Advisors
Georgia
$13.4M -$11.7M -223,510 -46%
MFA
348
Mayflower Financial Advisors
Massachusetts
$13.4M -$1.24M -23,695 -8%
LIM
349
Leavell Investment Management
Alabama
$13.3M +$308K +5,895 +2%
TWP
350
Tower Wealth Partners
Pennsylvania
$13.3M +$3.92K +75 +0%