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iShares Core S&P Mid-Cap ETF

1,919 hedge funds and large institutions have $53.8B invested in iShares Core S&P Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 751 increasing their positions, 676 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,919
Holders Change
+158
Holders Change %
+8.97%
% of All Funds
30.96%
Holding in Top 10
345
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+13.49%
% of All Funds
5.57%
New
244
Increased
751
Reduced
676
Closed
55
Calls
$10.9M
Puts
$41.6M
Net Calls
-$30.6M
Net Calls Change
-$38.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
401
CCG Wealth Management
California
$9.89M +$235K +4,855 +2%
WCM
402
Windsor Capital Management
Arizona
$9.82M -$41.4K -855 -0.4%
LC
403
Lindbrook Capital
California
$9.8M -$127K -2,615 -1%
NAM
404
NTV Asset Management
West Virginia
$9.62M -$10.4K -215 -0.1%
MIM
405
MetLife Investment Management
New Jersey
$9.59M -$94.3K -1,950 -1%
ES
406
ETF Store
Kansas
$9.55M +$447K +8,500 +5%
CWA
407
Clarity Wealth Advisors
California
$9.52M +$158K +3,260 +2%
SIM
408
Stratos Investment Management
Ohio
$9.5M +$403K +8,335 +4%
FWIA
409
Fort Washington Investment Advisors
Ohio
$9.45M -$1.21M -24,950 -11%
SIC
410
Sterling Investment Counsel
New York
$9.45M +$176K +3,640 +2%
Prudential Financial
411
Prudential Financial
New Jersey
$9.43M +$1.09M +22,450 +13%
GFS
412
GYL Financial Synergies
Connecticut
$9.34M +$4.04M +83,460 +76%
HR
413
Hardy Reed
Mississippi
$9.32M +$450K +9,295 +5%
CFP
414
Catalyst Financial Partners
Massachusetts
$9.24M +$9.24M +191,015 New
RSWM
415
Robertson Stephens Wealth Management
California
$9.22M +$1.37M +28,290 +17%
FPFS
416
First Personal Financial Services
North Carolina
$9.2M -$409K -8,455 -4%
CPW
417
Crestmont Private Wealth
Texas
$9.17M -$64.1K -1,325 -0.7%
TC
418
Titleist Capital
Texas
$9.16M +$120K +2,490 +1%
MWP
419
Madison Wealth Partners
Wisconsin
$9.12M -$436K -9,020 -5%
GRP
420
Global Retirement Partners
California
$9.09M +$1.07M +22,205 +13%
PBO
421
Peoples Bank (Ohio)
Ohio
$9.08M +$70.4K +1,455 +0.8%
ZIM
422
Zacks Investment Management
Illinois
$9.04M +$1.06M +21,810 +13%
LC
423
LTG Capital
Massachusetts
$9.02M +$8.52M +176,185 +1,716%
RhumbLine Advisers
424
RhumbLine Advisers
Massachusetts
$9.01M -$5.09M -105,165 -36%
ISWM
425
Independent Solutions Wealth Management
New York
$9M +$504K +10,410 +6%