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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 %
CT
376
Cambridge Trust
Massachusetts
$11.8M +$209K +4,000 +2%
Prudential Financial
377
Prudential Financial
New Jersey
$11.7M -$1.9M -36,405 -14%
EFM
378
Eley Financial Management
Vermont
$11.6M +$127K +2,420 +1%
KLI
379
Kelman-Lazarov Inc
Tennessee
$11.5M +$539K +10,315 +5%
NCM
380
Neumann Capital Management
California
$11.5M +$305K +5,840 +3%
UWPG
381
Ullmann Wealth Partners Group
Florida
$11.3M -$858K -16,415 -7%
WCM
382
Windsor Capital Management
Arizona
$11.3M +$343K +6,550 +3%
CWA
383
Core Wealth Advisors
Florida
$11.2M -$14.6K -280 -0.1%
NYLIM
384
New York Life Investment Management
New York
$11.1M +$1.79M +34,275 +19%
WAG
385
Winthrop Advisory Group
Massachusetts
$11.1M -$757K -14,475 -6%
GIA
386
Gladstone Institutional Advisory
Florida
$11M -$1.4M -26,845 -11%
CIBC World Market
387
CIBC World Market
Ontario, Canada
$11M -$30.6K -585 -0.3%
VCM
388
Vision Capital Management
Oregon
$10.9M -$586K -11,205 -5%
OHWP
389
Oak Harbor Wealth Partners
North Carolina
$10.8M +$310K +5,920 +3%
AWM
390
Avondale Wealth Management
Texas
$10.8M +$98.3K +1,880 +0.9%
CPW
391
Crestmont Private Wealth
Texas
$10.8M +$901K +17,230 +9%
WWM
392
Western Wealth Management
Colorado
$10.7M -$393K -7,515 -4%
ZIM
393
Zacks Investment Management
Illinois
$10.7M -$446K -8,525 -4%
ES
394
ETF Store
Kansas
$10.7M +$814K +15,020 +8%
NAM
395
NorthCrest Asset Manangement
Minnesota
$10.7M -$80.5K -1,540 -0.7%
CWA
396
Clarity Wealth Advisors
California
$10.7M +$133K +2,540 +1%
RWG
397
Ratio Wealth Group
Colorado
$10.7M +$10.7M +204,415 New
SIM
398
Stratos Investment Management
Ohio
$10.7M +$614K +11,745 +6%
TCM
399
Traynor Capital Management
Pennsylvania
$10.4M -$158K -3,025 -1%
CTA
400
Colonial Trust Advisors
South Carolina
$10.4M -$227K -4,345 -2%