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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 %
IA
376
IFP Advisors
Florida
$9.55M +$1.72M +43,315 +22%
PPW
377
PACK Private Wealth
Minnesota
$9.54M +$164K +3,750 +2%
AA
378
Ancora Advisors
Ohio
$9.47M -$188K -4,280 -2%
CB
379
Community Bank
New York
$9.23M +$860K +19,610 +10%
RDFA
380
Ritter Daniher Financial Advisory
Ohio
$9.2M +$53.1K +1,210 +0.6%
PWMAG
381
Pinnacle Wealth Management Advisory Group
New Jersey
$9.08M +$2.4M +54,645 +36%
AWM
382
Avior Wealth Management
Nebraska
$9.07M +$387K +8,820 +4%
HH
383
Hilltop Holdings
Texas
$9.07M -$165K -3,765 -2%
RF
384
Resolute Financial
Massachusetts
$9.06M +$172K +3,930 +2%
LC
385
Lindbrook Capital
California
$9M -$489K -11,155 -5%
JF
386
JSF Financial
California
$8.98M +$1.4M +31,845 +18%
MBT
387
Montecito Bank & Trust
California
$8.96M +$335K +7,645 +4%
PIC
388
Platt Investment Counsel
Florida
$8.95M -$613K -13,975 -6%
WCM
389
Windsor Capital Management
Arizona
$8.94M +$358K +8,155 +4%
CIBC World Market
390
CIBC World Market
Ontario, Canada
$8.92M +$379K +8,645 +4%
OPS
391
Orion Portfolio Solutions
Nebraska
$8.9M -$520K -11,865 -6%
AWC
392
Abundance Wealth Counselors
Pennsylvania
$8.88M -$137K -3,125 -2%
VFPW
393
Vantage Financial Partners (Wisconsin)
Wisconsin
$8.84M -$21.2M -482,705 -71%
FFS
394
Founders Financial Securities
Maryland
$8.82M +$1.7M +38,870 +24%
CNC
395
Citizens & Northern Corp
Pennsylvania
$8.81M +$43.4K +990 +0.5%
NAM
396
NorthCrest Asset Manangement
Minnesota
$8.81M +$60.3K +1,375 +0.7%
MIM
397
MetLife Investment Management
New Jersey
$8.78M -$458K -10,450 -5%
CWM
398
CCG Wealth Management
California
$8.76M +$1.34M +30,580 +18%
NAM
399
NTV Asset Management
West Virginia
$8.73M -$103K -2,350 -1%
FPFS
400
First Personal Financial Services
North Carolina
$8.71M +$219 +5 +0%