IJH icon

iShares Core S&P Mid-Cap ETF

1,788 hedge funds and large institutions have $40.5B invested in iShares Core S&P Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 772 increasing their positions, 660 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,788
Holders Change
-45
Holders Change %
-2.45%
% of All Funds
30.23%
Holding in Top 10
308
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.22%
% of All Funds
5.21%
New
92
Increased
772
Reduced
660
Closed
113
Calls
$14.7M
Puts
$7.33M
Net Calls
+$7.37M
Net Calls Change
-$26.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PWMAG
451
Pinnacle Wealth Management Advisory Group
New Jersey
$6.9M +$4.53M +100,025 +191%
RSVP
452
Ramsay Stattman Vela & Price
Colorado
$6.9M -$19.2K -425 -0.3%
NAG
453
Northstar Advisory Group
New Jersey
$6.79M +$3.63M +80,160 +115%
SCA
454
Snowden Capital Advisors
New York
$6.75M -$5.2K -115 -0.1%
UBS AM
455
UBS AM
Illinois
$6.72M +$2.09M +46,090 +45%
GRP
456
Global Retirement Partners
California
$6.7M -$86K -1,900 -1%
RWP
457
RWA Wealth Partners
Massachusetts
$6.68M -$132K -2,920 -2%
GWMIA
458
Global Wealth Management Investment Advisory
Florida
$6.67M +$1.16M +25,575 +21%
HA
459
HYA Advisors
Missouri
$6.56M +$290K +6,415 +5%
CPW
460
Crestmont Private Wealth
Texas
$6.55M +$316K +6,985 +5%
LWA
461
LWS Wealth Advisors
New Jersey
$6.55M -$103K -2,270 -2%
TPSF
462
Texas Permanent School Fund
Texas
$6.53M +$2.67M +59,060 +69%
MG
463
Mather Group
Illinois
$6.44M +$198K +4,375 +3%
BCM
464
Brookstone Capital Management
Illinois
$6.43M -$1.44M -31,195 -18%
CAC
465
Certified Advisory Corp
Florida
$6.42M -$170K -3,760 -3%
MPCG
466
Matrix Private Capital Group
New York
$6.41M -$292K -6,445 -4%
OHWP
467
Oak Harbor Wealth Partners
North Carolina
$6.4M +$575K +12,700 +10%
HCWM
468
Harrison & Co Wealth Management
Virginia
$6.38M +$202K +4,455 +3%
OFG
469
Omega Financial Group
California
$6.34M -$303K -6,705 -5%
RIA
470
Richwood Investment Advisors
Ohio
$6.34M +$62.9K +1,390 +1%
CFC
471
Coyle Financial Counsel
Illinois
$6.32M +$145K +3,210 +2%
TC
472
TAP Consulting
Missouri
$6.27M -$2.86M -63,125 -31%
PBF
473
Petix & Botte Financial
California
$6.23M -$6.28M -138,720 -50%
GSWM
474
Greenup Street Wealth Management
Michigan
$6.18M +$3.23M +71,365 +109%
CFA
475
Cahill Financial Advisors
Minnesota
$6.12M +$33.3K +735 +0.5%