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iShares Core S&P Mid-Cap ETF

1,761 hedge funds and large institutions have $40.7B invested in iShares Core S&P Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 734 increasing their positions, 645 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,761
Holders Change
-27
Holders Change %
-1.51%
% of All Funds
30.45%
Holding in Top 10
304
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.3%
% of All Funds
5.26%
New
77
Increased
734
Reduced
645
Closed
76
Calls
$34.7M
Puts
$27M
Net Calls
+$7.69M
Net Calls Change
+$319K
Name Holding Trade Value Shares
Change
Shares
Change %
SFP
501
Sandbox Financial Partners
Maryland
$5.48M +$101K +2,295 +2%
AL
502
Aspiriant LLC
California
$5.48M -$67.6K -1,540 -1%
GWAM
503
Guardian Wealth Advisors (Minnesota)
Minnesota
$5.48M +$411K +9,365 +8%
DAS
504
Dynamic Advisor Solutions
Arizona
$5.47M +$228K +5,205 +4%
CNBTD
505
Citizens National Bank Trust Department
Mississippi
$5.46M +$531K +12,115 +11%
Chevy Chase Trust
506
Chevy Chase Trust
Maryland
$5.34M -$474K -10,805 -8%
ONB
507
Old National Bancorp
Indiana
$5.29M +$591K +13,475 +13%
PWW
508
Pettyjohn Wood & White
Virginia
$5.28M +$27.8K +635 +0.5%
JG
509
Jefferies Group
New York
$5.28M +$30.9K +705 +0.6%
SCM
510
SCS Capital Management
Massachusetts
$5.28M +$5.28M +120,315 New
CCB
511
Country Club Bank
Missouri
$5.26M +$494K +11,180 +10%
TFCP
512
Twin Focus Capital Partners
Massachusetts
$5.24M +$1.97K +45 +0%
SP
513
SWS Partners
Ohio
$5.23M +$5.23M +119,230 New
FNBOO
514
First National Bank of Omaha
Nebraska
$5.22M +$600K +13,685 +13%
SSW
515
Smith Shellnut Wilson
Mississippi
$5.21M -$5.33M -117,870 Closed
ACM
516
Armbruster Capital Management
New York
$5.2M -$130K -2,975 -2%
MF
517
Meridian Financial
Massachusetts
$5.17M +$60.7K +1,385 +1%
FPAS
518
Focus Partners Advisor Solutions
Missouri
$5.13M +$161K +3,680 +3%
DWMG
519
DB Wealth Management Group
California
$5.11M -$161K -3,680 -3%
JWCA
520
J.W. Cole Advisors
Florida
$5.06M -$86.6K -1,975 -2%
LIA
521
LBMC Investment Advisors
Tennessee
$5.06M +$510K +11,635 +11%
BSW
522
Buckingham Strategic Wealth
Missouri
$5.01M +$323K +7,375 +7%
WFAG
523
Wescott Financial Advisory Group
Pennsylvania
$5.01M +$181K +4,125 +4%
BCM
524
Boltwood Capital Management
California
$5M +$140K +3,200 +3%
AI
525
Atria Investments
North Carolina
$5M +$576K +13,125 +13%