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iShares Core S&P Mid-Cap ETF

1,919 hedge funds and large institutions have $53.8B invested in iShares Core S&P Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 751 increasing their positions, 676 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,919
Holders Change
+158
Holders Change %
+8.97%
% of All Funds
30.96%
Holding in Top 10
345
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+13.49%
% of All Funds
5.57%
New
244
Increased
751
Reduced
676
Closed
55
Calls
$10.9M
Puts
$41.6M
Net Calls
-$30.6M
Net Calls Change
-$38.3M
Name Holding Trade Value Shares
Change
Shares
Change %
ABC
476
Associated Banc-Corp
Wisconsin
$7.53M -$23.5K -485 -0.3%
GWMIA
477
Global Wealth Management Investment Advisory
Florida
$7.52M +$78.1K +1,615 +1%
SCM
478
Sebold Capital Management
Illinois
$7.49M +$7.49M +154,900 New
CAC
479
Certified Advisory Corp
Florida
$7.43M -$224K -4,640 -3%
KTC
480
Kistler-Tiffany Companies
Pennsylvania
$7.4M -$282K -5,830 -4%
RPC
481
Rossmore Private Capital
Connecticut
$7.35M +$557K +11,540 +8%
LWA
482
LWS Wealth Advisors
New Jersey
$7.35M +$136K +2,810 +2%
RSVP
483
Ramsay Stattman Vela & Price
Colorado
$7.34M -$2.42K -50 -0%
PWA
484
Physician Wealth Advisors
Utah
$7.33M -$41.9K -815 -0.6%
EWA
485
Exencial Wealth Advisors
Oklahoma
$7.32M -$436K -9,005 -6%
RSA
486
River Street Advisors
Illinois
$7.31M +$7.31M +151,045 New
DWT
487
Dorsey & Whitney Trust
South Dakota
$7.27M +$2.09M +43,165 +40%
NYLIM
488
New York Life Investment Management
New York
$7.26M +$7.26M +150,100 New
SCA
489
Snowden Capital Advisors
New York
$7.19M -$26.6K -550 -0.4%
OHWP
490
Oak Harbor Wealth Partners
North Carolina
$7.14M +$44.3K +915 +0.6%
KOMWMG
491
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$7.13M +$476K +9,840 +7%
Brown Advisory
492
Brown Advisory
Maryland
$7.12M +$1.64M +33,965 +30%
CGFA
493
Colton Groome Financial Advisors
North Carolina
$7.04M +$945K +19,530 +15%
PG
494
Proffitt & Goodson
Tennessee
$7.03M +$145K +3,000 +2%
WS
495
Wela Strategies
Georgia
$7.01M +$109K +2,260 +2%
BCM
496
Brookstone Capital Management
Illinois
$6.94M +$153K +3,090 +2%
AWM
497
Axxcess Wealth Management
California
$6.84M +$3.99M +82,395 +139%
RWP
498
RWA Wealth Partners
Massachusetts
$6.83M -$654K -12,895 -9%
FPAS
499
Focus Partners Advisor Solutions
Missouri
$6.76M +$1.1M +22,785 +19%
GWAM
500
Guardian Wealth Advisors (Minnesota)
Minnesota
$6.72M +$682K +14,090 +11%