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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 %
MBT
401
Montecito Bank & Trust
California
$10.4M -$241K -4,610 -2%
JMFC
402
J.M. Forbes & Co
Massachusetts
$10.4M -$5.09M -97,405 -33%
PI
403
Pachira Investments
California
$10.4M +$9.86M +188,550 +1,990%
NAM
404
NTV Asset Management
West Virginia
$10.3M -$123K -2,350 -1%
IW
405
Instrumental Wealth
Florida
$10.2M +$427K +7,965 +4%
CA
406
CoreCap Advisors
Michigan
$10.2M +$10.2M +195,545 New
AWP
407
Accretive Wealth Partners
New Jersey
$10.2M +$894K +17,090 +10%
AAS
408
Ameritas Advisory Services
Nebraska
$10.2M -$19.7M -378,565 -66%
PCFFS
409
Pacific Center for Financial Services
California
$10.1M +$121K +2,320 +1%
JWBC
410
J.W. Burns & Co
New York
$10.1M +$209K +3,995 +2%
HR
411
Hardy Reed
Mississippi
$10M -$60.7K -1,160 -0.6%
GSWM
412
Greenup Street Wealth Management
Michigan
$9.99M +$4.38M +83,725 +78%
MWP
413
Madison Wealth Partners
Wisconsin
$9.92M +$196K +3,745 +2%
LC
414
Lindbrook Capital
California
$9.92M +$365K +6,985 +4%
PBO
415
Peoples Bank (Ohio)
Ohio
$9.9M -$76.1K -1,455 -0.8%
CSPAM
416
Cary Street Partners Asset Management
Virginia
$9.89M +$17.8K +340 +0.2%
FPFS
417
First Personal Financial Services
North Carolina
$9.88M -$132K -2,515 -1%
MA
418
Montag & Associates
Georgia
$9.86M +$52.3K +1,000 +0.5%
LC
419
LTG Capital
Massachusetts
$9.84M +$153K +2,920 +2%
CFG
420
Carr Financial Group
Massachusetts
$9.83M +$455K +8,695 +5%
AG
421
Appleton Group
Wisconsin
$9.81M +$9.81M +187,585 New
RWMH
422
Riverpoint Wealth Management Holdings
Illinois
$9.78M +$52.3K +1,000 +0.5%
USB
423
Union Savings Bank
Connecticut
$9.77M +$9.77M +179,380 New
CF
424
Centaurus Financial
California
$9.68M +$21.7K +415 +0.2%
TC
425
Telemus Capital
Michigan
$9.67M -$77.7K -1,485 -0.8%