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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 %
SIC
476
Sterling Investment Counsel
New York
$7.81M +$90.7K +1,735 +1%
TCM
477
Telos Capital Management
California
$7.79M +$211K +4,030 +3%
SCM
478
Sebold Capital Management
Illinois
$7.74M -$138K -2,630 -2%
EWA
479
Exencial Wealth Advisors
Oklahoma
$7.71M -$163K -3,110 -2%
WPW
480
Waldron Private Wealth
Pennsylvania
$7.69M -$5M -95,630 -39%
SFP
481
Sandbox Financial Partners
Maryland
$7.66M +$649K +12,405 +9%
AGA
482
Arkos Global Advisors
Texas
$7.64M +$1.91M +36,575 +33%
Citadel Advisors
483
Citadel Advisors
Florida
$7.63M +$6.92M +132,245 +971%
LHC
484
Little House Capital
Massachusetts
$7.63M +$235K +4,490 +3%
OFG
485
Omega Financial Group
California
$7.58M -$412K -7,870 -5%
BTWM
486
Baker Tilly Wealth Management
Wisconsin
$7.57M +$76.4K +1,460 +1%
KOMWMG
487
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$7.54M +$230K +4,395 +3%
LWA
488
LWS Wealth Advisors
New Jersey
$7.52M -$508K -9,715 -6%
PWA
489
Physician Wealth Advisors
Utah
$7.51M +$30.9K +590 +0.4%
RPC
490
Rossmore Private Capital
Connecticut
$7.5M +$155K +2,965 +2%
HAC
491
Harbor Advisory Corp
New Hampshire
$7.39M +$725K +13,865 +11%
KTC
492
Kistler-Tiffany Companies
Pennsylvania
$7.36M -$192K -3,680 -3%
Lido Advisors
493
Lido Advisors
California
$7.33M +$2.61M +49,855 +55%
HP
494
Hilltop Partners
Indiana
$7.26M -$483K -9,230 -6%
DAS
495
Dynamic Advisor Solutions
Arizona
$7.26M -$24.1K -460 -0.3%
AWM
496
Axxcess Wealth Management
California
$7.25M -$1.1M -21,125 -13%
GIA
497
GHP Investment Advisors
Colorado
$7.12M -$93.3K -1,755 -1%
RWP
498
RWA Wealth Partners
Massachusetts
$7.06M +$58K +1,110 +0.8%
SP
499
SWS Partners
Ohio
$7.06M +$40.8K +780 +0.6%
HCM
500
Highview Capital Management
Illinois
$7.04M +$34K +650 +0.5%