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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 %
HF
351
Halpern Financial
Virginia
$10.5M -$101K -2,305 -1%
AWM
352
AAF Wealth Management
Massachusetts
$10.5M +$359K +8,175 +4%
LIM
353
Leavell Investment Management
Alabama
$10.5M +$30.7K +700 +0.3%
IF
354
Ironwood Financial
Arizona
$10.4M +$200K +4,555 +2%
MWM
355
Marietta Wealth Management
Georgia
$10.4M +$1.52M +34,640 +17%
PA
356
Pinnacle Associates
New York
$10.4M +$2.5M +57,100 +32%
IWMA
357
Ironwood Wealth Management (Arizona)
Arizona
$10.4M
GT
358
Glenview Trust
Kentucky
$10.3M +$1.44M +32,850 +16%
UWPG
359
Ullmann Wealth Partners Group
Florida
$10.3M +$32.5K +740 +0.3%
SF
360
Symphony Financial
Texas
$10.3M -$3.33M -75,260 -24%
IA
361
IFG Advisory
Georgia
$10.3M +$3.32M +75,780 +48%
OGF
362
Orin Green Financial
California
$10.2M +$124K +2,820 +1%
MIAN
363
Mariner Independent Advisor Network
Kansas
$10M +$15.6K +355 +0.2%
ASN
364
Advisory Services Network
Georgia
$10M +$1.06M +24,165 +12%
FAIM
365
Financial Advocates Investment Management
Washington
$9.97M +$3.03M +69,165 +44%
FNBOH
366
First National Bank of Hutchinson
Kansas
$9.9M -$816K -18,610 -8%
TCM
367
Towercrest Capital Management
Pennsylvania
$9.81M +$833K +19,005 +9%
CGA
368
Crescent Grove Advisors
Illinois
$9.8M +$230K +5,240 +2%
ANTB
369
AMG National Trust Bank
Colorado
$9.73M +$1.82M +41,615 +23%
GPA
370
Guidance Point Advisors
Massachusetts
$9.71M +$322K +7,350 +3%
NPF
371
Norris Perne & French
Michigan
$9.7M +$11K +250 +0.1%
FWIA
372
Fort Washington Investment Advisors
Ohio
$9.66M -$949K -21,650 -9%
CT
373
Coastline Trust
Rhode Island
$9.61M +$5.22M +119,030 +119%
NCM
374
Neumann Capital Management
California
$9.61M -$62.5K -1,425 -0.6%
CA
375
Crumly & Associates
Illinois
$9.57M -$915K -20,870 -9%