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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 %
MWP
401
Madison Wealth Partners
Wisconsin
$8.66M +$251K +5,720 +3%
NGA
402
Naples Global Advisors
Florida
$8.61M +$487K +11,110 +6%
AWM
403
Avondale Wealth Management
Texas
$8.58M +$1.32M +30,175 +18%
CWA
404
Clarity Wealth Advisors
California
$8.49M +$59.2K +1,350 +0.7%
SIC
405
Sterling Investment Counsel
New York
$8.41M -$105K -2,395 -1%
PCFFS
406
Pacific Center for Financial Services
California
$8.4M -$49.3K -1,125 -0.6%
CPW
407
Crestmont Private Wealth
Texas
$8.37M +$2.02M +46,140 +32%
AIP
408
Ameritas Investment Partners
Nebraska
$8.3M +$97.1K +2,215 +1%
SIM
409
Stratos Investment Management
Ohio
$8.24M -$198K -4,510 -2%
BOTW
410
Bank of the West
California
$8.24M +$268K +6,115 +3%
RWMH
411
Riverpoint Wealth Management Holdings
Illinois
$8.22M +$154K +3,520 +2%
TC
412
Titleist Capital
Texas
$8.19M -$996K -22,710 -11%
PBO
413
Peoples Bank (Ohio)
Ohio
$8.17M -$170K -3,875 -2%
HR
414
Hardy Reed
Mississippi
$8.04M -$50.9K -1,160 -0.6%
GRP
415
Global Retirement Partners
California
$8.04M +$853K +17,580 +12%
TCBWMS
416
Texas Capital Bank Wealth Management Services
Texas
$7.95M +$36.4K +830 +0.5%
MCWS
417
McKinley Carter Wealth Services
West Virginia
$7.95M +$157K +3,585 +2%
TCM
418
Traynor Capital Management
Pennsylvania
$7.91M +$73.4K +1,675 +0.9%
BBNA
419
Bremer Bank National Association
Minnesota
$7.87M -$69.7K -1,590 -0.9%
FBT
420
First Bank & Trust
South Dakota
$7.85M
TC
421
Telemus Capital
Michigan
$7.84M -$61.2K -1,395 -0.8%
APW
422
Acima Private Wealth
Virginia
$7.8M +$22.4K +510 +0.3%
GA
423
GFS Advisors
Texas
$7.71M -$36.8K -840 -0.5%
ISWM
424
Independent Solutions Wealth Management
New York
$7.7M -$134K -3,050 -2%
BWM
425
Boyd Wealth Management
California
$7.68M +$763K +17,405 +11%