IJH icon

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 %
CA
426
CoreCap Advisors
Michigan
$8.92M +$573K +11,835 +7%
RWMH
427
Riverpoint Wealth Management Holdings
Illinois
$8.92M -$149K -3,070 -2%
HH
428
Hilltop Holdings
Texas
$8.91M -$1.09M -22,515 -11%
TC
429
Telemus Capital
Michigan
$8.9M +$28K +565 +0.3%
OPS
430
Orion Portfolio Solutions
Nebraska
$8.85M -$975K -20,160 -10%
FBT
431
First Bank & Trust
South Dakota
$8.83M +$173K +3,575 +2%
CSPAM
432
Cary Street Partners Asset Management
Virginia
$8.83M +$8.83M +182,440 New
MA
433
Montag & Associates
Georgia
$8.82M +$2.69M +55,620 +44%
CF
434
Centaurus Financial
California
$8.82M +$2.69M +55,605 +44%
ACP
435
Arcus Capital Partners
Georgia
$8.81M -$6.94M -143,390 -44%
MSA
436
Mason Street Advisors
Wisconsin
$8.8M -$4.14M -85,500 -32%
APW
437
Acima Private Wealth
Virginia
$8.8M +$199K +4,115 +2%
HF
438
HRT Financial
New York
$8.79M -$6.82M -140,980 -44%
MCWS
439
McKinley Carter Wealth Services
West Virginia
$8.76M -$968 -20 -0%
JWBC
440
J.W. Burns & Co
New York
$8.63M +$417K +8,625 +5%
BWM
441
Boyd Wealth Management
California
$8.6M +$120K +2,475 +1%
ANTB
442
AMG National Trust Bank
Colorado
$8.59M -$2.14M -44,305 -20%
BOTW
443
Bank of the West
California
$8.55M -$545K -11,260 -6%
LNC
444
Lincoln National Corp
Pennsylvania
$8.53M -$4.2M -86,755 -33%
TCBWMS
445
Texas Capital Bank Wealth Management Services
Texas
$8.53M -$244K -5,040 -3%
AIP
446
Ameritas Investment Partners
Nebraska
$8.53M -$858K -17,295 -9%
CNC
447
Citizens & Northern Corp
Pennsylvania
$8.49M -$1.23M -25,500 -13%
GA
448
GFS Advisors
Texas
$8.49M -$14.8K -305 -0.2%
AWP
449
Accretive Wealth Partners
New Jersey
$8.48M +$662K +13,680 +8%
FWM
450
ForthRight Wealth Management
Georgia
$8.48M +$255K +5,270 +3%