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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 %
GWMIA
451
Global Wealth Management Investment Advisory
Florida
$8.51M -$178K -3,395 -2%
FCBT
452
First Citizens Bank & Trust
North Carolina
$8.41M +$602K +11,515 +8%
TCBWMS
453
Texas Capital Bank Wealth Management Services
Texas
$8.38M -$629K -12,025 -7%
NHT
454
New Hampshire Trust
New Hampshire
$8.37M +$30.9K +590 +0.4%
BBNA
455
Bremer Bank National Association
Minnesota
$8.36M +$194K +3,710 +2%
HF
456
Halpern Financial
Virginia
$8.35M -$3.02M -57,675 -27%
SLT
457
St Louis Trust
Missouri
$8.33M
EIP
458
Ellis Investment Partners
Pennsylvania
$8.33M -$8.63K -165 -0.1%
LNC
459
Lincoln National Corp
Pennsylvania
$8.32M +$19.4K +370 +0.2%
GDP
460
Great Diamond Partners
Maine
$8.32M +$513K +9,815 +7%
SIAM
461
Sterling Investment Advisors (Missouri)
Missouri
$8.12M -$134K -2,560 -2%
RSA
462
River Street Advisors
Illinois
$8.05M -$177K -3,390 -2%
RSVP
463
Ramsay Stattman Vela & Price
Colorado
$8.01M -$1.57K -30 -0%
FFS
464
Founders Financial Securities
Maryland
$7.97M -$1.47M -28,015 -16%
PG
465
Proffitt & Goodson
Tennessee
$7.95M +$304K +5,820 +4%
RAM
466
Riggs Asset Management
Pennsylvania
$7.92M +$3.13M +59,945 +65%
IA
467
IFP Advisors
Florida
$7.89M -$1.45M -27,700 -16%
Brown Advisory
468
Brown Advisory
Maryland
$7.88M -$297K -5,670 -4%
DWT
469
Dorsey & Whitney Trust
South Dakota
$7.87M -$304K -5,820 -4%
SCA
470
Snowden Capital Advisors
New York
$7.87M -$22.5K -430 -0.3%
IA
471
IFG Advisory
Georgia
$7.87M -$19.4K -370 -0.2%
ABC
472
Associated Banc-Corp
Wisconsin
$7.86M -$165K -3,150 -2%
PAI
473
Pittenger & Anderson Inc
Nebraska
$7.84M +$429K +8,210 +6%
FNBOH
474
First National Bank of Hutchinson
Kansas
$7.82M -$17K -325 -0.2%
CFB
475
Cullen/Frost Bankers
Texas
$7.82M +$893K +17,085 +13%