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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 %
EWM
426
Evercore Wealth Management
New York
$9.61M +$464K +8,870 +5%
APW
427
Acima Private Wealth
Virginia
$9.6M +$24.6K +470 +0.3%
CIAS
428
CFS Investment Advisory Services
New Jersey
$9.58M +$728K +13,915 +8%
FBT
429
First Bank & Trust
South Dakota
$9.55M
ANTB
430
AMG National Trust Bank
Colorado
$9.5M +$436K +8,345 +5%
NGA
431
Naples Global Advisors
Florida
$9.34M +$129K +2,465 +1%
RCAG
432
Rehmann Capital Advisory Group
Michigan
$9.33M +$352K +6,740 +4%
EPA
433
Element Pointe Advisors
Florida
$9.32M -$2.15M -41,035 -19%
ECM
434
Exchange Capital Management
Michigan
$9.29M +$147K +2,805 +2%
RhumbLine Advisers
435
RhumbLine Advisers
Massachusetts
$9.22M +$317K +6,070 +4%
ISWM
436
Independent Solutions Wealth Management
New York
$9.17M -$132K -2,515 -1%
TAM
437
Titleist Asset Management
Texas
$9.16M -$985K -18,840 -10%
FWIA
438
Fort Washington Investment Advisors
Ohio
$9.07M -$1.06M -20,325 -10%
VFPW
439
Vantage Financial Partners (Wisconsin)
Wisconsin
$8.97M -$36.6K -700 -0.4%
SFB
440
STAR Financial Bank
Indiana
$8.91M +$68.2K +1,305 +0.8%
EWA
441
Encompass Wealth Advisors
Oregon
$8.89M +$53.3K +1,020 +0.6%
GA
442
GFS Advisors
Texas
$8.86M -$196K -3,745 -2%
FIM
443
Freedom Investment Management
Connecticut
$8.8M +$5.16M +98,650 +142%
GWAM
444
Guardian Wealth Advisors (Minnesota)
Minnesota
$8.8M +$381K +7,285 +5%
ACP
445
Arcus Capital Partners
Georgia
$8.75M -$803K -15,355 -8%
CNC
446
Citizens & Northern Corp
Pennsylvania
$8.67M -$494K -9,445 -5%
RFO
447
RiverGlades Family Offices
Florida
$8.65M -$17K -325 -0.2%
AIP
448
Ameritas Investment Partners
Nebraska
$8.64M -$264K -5,050 -3%
GC
449
Grimes & Company
Massachusetts
$8.62M +$161K +3,085 +2%
CB
450
Commerce Bank
Missouri
$8.52M -$355K -6,795 -4%