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iShares Core S&P Mid-Cap ETF

1,761 hedge funds and large institutions have $40.7B invested in iShares Core S&P Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 734 increasing their positions, 645 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,761
Holders Change
-27
Holders Change %
-1.51%
% of All Funds
30.45%
Holding in Top 10
304
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.3%
% of All Funds
5.26%
New
77
Increased
734
Reduced
645
Closed
76
Calls
$34.7M
Puts
$27M
Net Calls
+$7.69M
Net Calls Change
+$319K
Name Holding Trade Value Shares
Change
Shares
Change %
ABC
451
Associated Banc-Corp
Wisconsin
$6.84M -$130K -2,955 -2%
OFG
452
Omega Financial Group
California
$6.75M +$601K +13,705 +10%
GWMIA
453
Global Wealth Management Investment Advisory
Florida
$6.74M +$284K +6,475 +4%
PWA
454
Physician Wealth Advisors
Utah
$6.7M +$174K +3,725 +3%
FMP
455
Financial Management Professionals
Texas
$6.66M +$6.66M +151,795 New
RSVP
456
Ramsay Stattman Vela & Price
Colorado
$6.66M -$30.7K -700 -0.5%
SCA
457
Snowden Capital Advisors
New York
$6.54M +$3.07K +70 +0%
LWA
458
LWS Wealth Advisors
New Jersey
$6.54M +$192K +4,375 +3%
WAG
459
Winthrop Advisory Group
Massachusetts
$6.52M -$492K -11,220 -7%
HCWM
460
Harrison & Co Wealth Management
Virginia
$6.52M +$339K +7,735 +5%
UBS AM
461
UBS AM
Illinois
$6.51M
RWP
462
RWA Wealth Partners
Massachusetts
$6.48M +$1.1K +25 +0%
OHWP
463
Oak Harbor Wealth Partners
North Carolina
$6.43M +$227K +5,175 +4%
RWG
464
Ratio Wealth Group
Colorado
$6.32M -$791K -18,035 -11%
WS
465
Wela Strategies
Georgia
$6.26M +$583K +13,305 +10%
PG
466
Proffitt & Goodson
Tennessee
$6.24M +$350K +7,970 +6%
TC
467
TAP Consulting
Missouri
$6.21M +$135K +3,080 +2%
RPC
468
Rossmore Private Capital
Connecticut
$6.17M +$1.25M +28,470 +25%
BCM
469
Brookstone Capital Management
Illinois
$6.14M -$95.6K -2,130 -2%
RIA
470
Richwood Investment Advisors
Ohio
$6.13M -$14.5K -330 -0.2%
PBF
471
Petix & Botte Financial
California
$6.11M +$65.1K +1,485 +1%
CFC
472
Coyle Financial Counsel
Illinois
$6.07M -$54.2K -1,235 -0.9%
KOMWMG
473
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$6.03M +$99.5K +2,270 +2%
PTC
474
Private Trust Company
Ohio
$5.96M +$425K +9,700 +8%
MCM
475
Magnolia Capital Management
New York
$5.87M -$12.3K -280 -0.2%