IJH icon

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 %
SCM
476
Sebold Capital Management
Illinois
$7.53M -$215K -4,300 -3%
EWA
477
Exencial Wealth Advisors
Oklahoma
$7.53M -$36K -720 -0.5%
FNBOH
478
First National Bank of Hutchinson
Kansas
$7.5M -$699K -13,965 -9%
FWM
479
ForthRight Wealth Management
Georgia
$7.47M -$1.3M -25,965 -15%
FCBT
480
First Citizens Bank & Trust
North Carolina
$7.47M -$8.18M -163,575 -52%
GDP
481
Great Diamond Partners
Maine
$7.47M +$703K +14,055 +10%
HP
482
Hilltop Partners
Indiana
$7.41M -$5.07M -101,280 -41%
SIC
483
Sterling Investment Counsel
New York
$7.38M -$2.39M -47,775 -24%
PG
484
Proffitt & Goodson
Tennessee
$7.32M +$49K +980 +0.7%
PBF
485
Petix & Botte Financial
California
$7.29M +$7.29M +145,795 New
TCM
486
Telos Capital Management
California
$7.25M +$1.75M +34,895 +32%
KTC
487
Kistler-Tiffany Companies
Pennsylvania
$7.22M -$431K -8,610 -6%
BTWM
488
Baker Tilly Wealth Management
Wisconsin
$7.17M +$576K +11,510 +9%
PWA
489
Physician Wealth Advisors
Utah
$7.13M +$3K +60 +0%
FMP
490
Financial Management Professionals
Texas
$7.12M +$7.12M +142,325 New
PAI
491
Pittenger & Anderson Inc
Nebraska
$7.09M +$1.5M +29,990 +27%
LHC
492
Little House Capital
Massachusetts
$7.07M -$719K -14,380 -9%
IA
493
IFP Advisors
Florida
$7.04M -$12.7M -321,795 -64%
RPC
494
Rossmore Private Capital
Connecticut
$7.03M -$586K -11,705 -8%
KOMWMG
495
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$6.99M -$377K -7,525 -5%
MWM
496
Mascoma Wealth Management
New Hampshire
$6.99M +$537K +10,810 +8%
DAS
497
Dynamic Advisor Solutions
Arizona
$6.97M +$228K +4,560 +3%
RIA
498
Richwood Investment Advisors
Ohio
$6.97M +$47K +940 +0.7%
EW
499
Enzi Wealth
Texas
$6.94M -$7.29M -145,890 -51%
GIA
500
GHP Investment Advisors
Colorado
$6.79M +$118K +2,350 +2%