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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 %
TA
501
TruWealth Advisors
Louisiana
$6.99M +$143K +2,740 +2%
MCM
502
Magnolia Capital Management
New York
$6.97M -$5.23K -100 -0.1%
CFC
503
Coyle Financial Counsel
Illinois
$6.95M +$52K +995 +0.8%
Vanguard Group
504
Vanguard Group
Pennsylvania
$6.91M -$6.38M -121,965 -48%
RIA
505
Richwood Investment Advisors
Ohio
$6.91M -$374K -7,145 -5%
MWM
506
Mascoma Wealth Management
New Hampshire
$6.9M -$634K -11,860 -8%
DC
507
Davenport & Co
Virginia
$6.85M +$352K +6,730 +5%
BOH
508
Bank of Hawaii
Hawaii
$6.81M -$150K -2,875 -2%
JF
509
Jump Financial
Illinois
$6.81M +$6.81M +130,130 New
PTC
510
Private Trust Company
Ohio
$6.78M +$84.5K +1,615 +1%
TC
511
TAP Consulting
Missouri
$6.77M -$140K -2,675 -2%
KPWG
512
KFA Private Wealth Group
Virginia
$6.73M +$71.1K +1,360 +1%
CFA
513
Cahill Financial Advisors
Minnesota
$6.7M +$449K +8,595 +7%
AWA
514
Arete Wealth Advisors
Illinois
$6.67M -$327K -6,255 -5%
MIM
515
MetLife Investment Management
New Jersey
$6.66M -$68K -1,300 -1%
CWM
516
Cahill Wealth Management
Michigan
$6.63M +$31.6K +605 +0.5%
CCB
517
Country Club Bank
Missouri
$6.6M -$139K -2,675 -2%
Chevy Chase Trust
518
Chevy Chase Trust
Maryland
$6.58M +$294K +5,625 +5%
CNBTD
519
Citizens National Bank Trust Department
Mississippi
$6.58M +$25.9K +495 +0.4%
UBS AM
520
UBS AM
Illinois
$6.55M
AIA
521
Armor Investment Advisors
North Carolina
$6.48M +$547K +10,465 +9%
PWW
522
Pettyjohn Wood & White
Virginia
$6.44M +$77.4K +1,480 +1%
CCM
523
Canal Capital Management
Virginia
$6.41M +$37.4K +715 +0.6%
MPCG
524
Matrix Private Capital Group
New York
$6.38M -$53.1K -1,015 -0.8%
FTS
525
Fifth Third Securities
Ohio
$6.38M +$807K +15,430 +14%