IJH icon

iShares Core S&P Mid-Cap ETF

1,904 hedge funds and large institutions have $48.9B invested in iShares Core S&P Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 761 increasing their positions, 759 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,904
Holders Change
-15
Holders Change %
-0.78%
% of All Funds
30.47%
Holding in Top 10
329
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-4.64%
% of All Funds
5.27%
New
107
Increased
761
Reduced
759
Closed
81
Calls
$14.8M
Puts
$8.08M
Net Calls
+$6.73M
Net Calls Change
+$37.4M
Name Holding Trade Value Shares
Change
Shares
Change %
FBT
426
First Bank & Trust
South Dakota
$9.14M
FFS
427
Founders Financial Securities
Maryland
$9.03M -$2.22M -44,300 -20%
NFG
428
Nadler Financial Group
Illinois
$8.97M +$8.38M +167,425 +1,416%
CFG
429
Carr Financial Group
Massachusetts
$8.97M +$1M +20,000 +13%
IW
430
Instrumental Wealth
Florida
$8.96M +$8.96M +183,260 New
NYLIM
431
New York Life Investment Management
New York
$8.95M +$1.44M +28,780 +19%
ES
432
ETF Store
Kansas
$8.93M +$63.5K +1,300 +0.7%
TRCT
433
Tower Research Capital (TRC)
New York
$8.92M -$10.3M -205,245 -54%
AWP
434
Accretive Wealth Partners
New Jersey
$8.91M +$136K +2,715 +2%
ISWM
435
Independent Solutions Wealth Management
New York
$8.9M -$407K -8,140 -4%
NGA
436
Naples Global Advisors
Florida
$8.81M +$89.6K +1,790 +1%
CNC
437
Citizens & Northern Corp
Pennsylvania
$8.76M -$16K -320 -0.2%
EWM
438
Evercore Wealth Management
New York
$8.75M +$141K +2,810 +2%
ECM
439
Exchange Capital Management
Michigan
$8.75M +$42.5K +850 +0.5%
ANTB
440
AMG National Trust Bank
Colorado
$8.68M -$214K -4,270 -2%
GA
441
GFS Advisors
Texas
$8.66M -$120K -2,395 -1%
VFPW
442
Vantage Financial Partners (Wisconsin)
Wisconsin
$8.62M +$562K +11,230 +7%
TCBWMS
443
Texas Capital Bank Wealth Management Services
Texas
$8.62M -$204K -4,070 -2%
RCAG
444
Rehmann Capital Advisory Group
Michigan
$8.59M -$250 -5 -0%
RhumbLine Advisers
445
RhumbLine Advisers
Massachusetts
$8.52M -$801K -16,005 -9%
AIP
446
Ameritas Investment Partners
Nebraska
$8.51M -$87.8K -1,755 -1%
CB
447
Commerce Bank
Missouri
$8.49M +$32.5K +650 +0.4%
CIAS
448
CFS Investment Advisory Services
New Jersey
$8.47M +$8.47M +169,260 New
SFB
449
STAR Financial Bank
Indiana
$8.46M -$222K -4,440 -3%
EWA
450
Encompass Wealth Advisors
Oregon
$8.45M +$120K +2,405 +1%