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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 %
RFC
26
Regions Financial Corp
Alabama
$374M -$1.07M -21,380 -0.3%
NMIMC
27
Northwestern Mutual Investment Management Company
Wisconsin
$371M -$286M -5,710,060 -43%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$370M -$33.1M -661,330 -8%
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$330M -$2.31M -46,215 -0.7%
WANY
30
Wealthspire Advisors (New York)
New York
$329M +$14.7M +293,940 +5%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$304M +$18.9M +378,595 +7%
V
32
Veritable
Delaware
$297M +$5.38M +107,565 +2%
AA
33
Alesco Advisors
New York
$242M -$1.34M -26,845 -0.6%
TA
34
Tiedemann Advisors
New York
$241M -$8.97M -179,225 -4%
Creative Planning
35
Creative Planning
Kansas
$231M -$11.4M -228,180 -5%
MERSOM
36
Municipal Employees' Retirement System of Michigan
Michigan
$224M
HighTower Advisors
37
HighTower Advisors
Illinois
$214M +$1.95M +38,860 +0.9%
Members Trust
38
Members Trust
Florida
$188M -$21M -419,420 -10%
Osaic Holdings
39
Osaic Holdings
Arizona
$165M +$4.34M +86,670 +3%
HNB
40
Huntington National Bank
Ohio
$163M -$149M
Franklin Resources
41
Franklin Resources
California
$154M +$3.22M +64,400 +2%
JPMPWA
42
J.P. Morgan Private Wealth Advisors
California
$142M +$2.48M +49,640 +2%
Stifel Financial
43
Stifel Financial
Missouri
$141M +$1.76M +35,135 +1%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$141M +$22.1M +441,985 +19%
MML Investors Services
45
MML Investors Services
Massachusetts
$134M +$8.57M +171,360 +7%
CFG
46
Citizens Financial Group
Rhode Island
$133M +$9.35M +186,805 +8%
MCM
47
MAI Capital Management
Ohio
$130M +$8.49M +169,625 +7%
HTC
48
Haverford Trust Company
Pennsylvania
$130M +$2.44M +48,860 +2%
UB
49
UMB Bank
Missouri
$129M -$15.9M -318,150 -11%
BIM
50
Bridges Investment Management
Nebraska
$128M +$1.63M +32,490 +1%