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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 %
TCM
351
Towercrest Capital Management
Pennsylvania
$13.3M +$1.97M +37,600 +17%
IF
352
Ironwood Financial
Arizona
$13.3M +$235K +4,500 +2%
CA
353
Centerpoint Advisors
Massachusetts
$13.2M +$650K +12,425 +5%
AWM
354
AAF Wealth Management
Massachusetts
$13.1M +$377K +7,205 +3%
IWMA
355
Ironwood Wealth Management (Arizona)
Arizona
$13M +$943K +18,040 +8%
AMG
356
Asset Management Group
Connecticut
$12.9M +$24.1K +460 +0.2%
TCOV
357
Trust Company of Vermont
Vermont
$12.9M +$27.7K +530 +0.2%
LPAM
358
Lodestar Private Asset Management
California
$12.9M +$18.6K +355 +0.1%
MSA
359
Marino Stram & Associates
Massachusetts
$12.9M +$94.1K +1,800 +0.7%
NPF
360
Norris Perne & French
Michigan
$12.9M +$512K +9,795 +4%
VFIC
361
Valley Forge Investment Consultants
Pennsylvania
$12.9M -$541K -10,350 -4%
FTUS
362
Flow Traders U.S.
New York
$12.8M +$12.8M +245,555 New
MWM
363
MTC Wealth Management
Florida
$12.8M +$555K +10,620 +5%
AWM
364
Avior Wealth Management
Nebraska
$12.8M +$443K +8,465 +4%
CFP
365
Catalyst Financial Partners
Massachusetts
$12.8M +$2.15M +41,190 +20%
CWM
366
CCG Wealth Management
California
$12.7M +$1.78M +34,060 +16%
B
367
Bailard
California
$12.6M +$25.6K +490 +0.2%
BFP
368
Beacon Financial Planning
Massachusetts
$12.6M +$58K +1,110 +0.5%
GPA
369
Guidance Point Advisors
Massachusetts
$12.6M +$215K +4,110 +2%
AA
370
Argent Advisors
Louisiana
$12.6M +$2.65M +50,600 +27%
G
371
GenTrust
Florida
$12.4M -$282K -5,400 -2%
AA
372
Ancora Advisors
Ohio
$12.3M +$878K +16,780 +8%
PPW
373
PACK Private Wealth
Minnesota
$12.2M +$275K +5,250 +2%
HSWM
374
Hubbell Strickland Wealth Management
Louisiana
$12M -$261 -5 -0%
MCWS
375
McKinley Carter Wealth Services
West Virginia
$11.9M +$315K +6,020 +3%