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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 %
RWG
526
Regal Wealth Group
California
$4.99M -$914K -19,955 -15%
Brown Advisory
527
Brown Advisory
Maryland
$4.97M -$207K -4,725 -4%
PGFC
528
Peapack-Gladstone Financial Corp
New Jersey
$4.94M +$372K +8,485 +8%
CCM
529
Canal Capital Management
Virginia
$4.93M +$961K +21,915 +24%
CWM
530
Congress Wealth Management
Massachusetts
$4.93M +$248K +5,655 +5%
CFB
531
Cullen/Frost Bankers
Texas
$4.92M -$222K -5,060 -4%
CTA
532
Colonial Trust Advisors
South Carolina
$4.9M +$110K +2,505 +2%
EWM
533
EPG Wealth Management
Georgia
$4.89M +$561K +12,785 +13%
AWM
534
Apollon Wealth Management
South Carolina
$4.87M +$198K +4,505 +4%
PB
535
Pinnacle Bancorp
Nebraska
$4.86M -$19.1K -435 -0.4%
SCM
536
SOL Capital Management
Maryland
$4.85M +$21.9K +500 +0.5%
MCA
537
MSH Capital Advisors
Arizona
$4.81M +$79.4K +1,810 +2%
GFS
538
GYL Financial Synergies
Connecticut
$4.81M +$43K +980 +0.9%
TCM
539
Telos Capital Management
California
$4.81M +$87.7K +2,000 +2%
FFWA
540
FRG Family Wealth Advisors
Washington
$4.8M
SAM
541
Smithbridge Asset Management
Pennsylvania
$4.78M -$306K -6,980 -6%
SSWM
542
Sheets Smith Wealth Management
North Carolina
$4.78M -$13.4K -305 -0.3%
CSA
543
Cottage Street Advisors
Massachusetts
$4.78M -$3.29K -75 -0.1%
EVM
544
Eaton Vance Management
Massachusetts
$4.77M +$660K +15,045 +16%
PFS
545
Prospera Financial Services
Texas
$4.76M +$1.31M +29,815 +38%
SFG
546
Summit Financial Group
West Virginia
$4.75M +$249K +5,680 +6%
BCMO
547
Buckingham Capital Management (Ohio)
Ohio
$4.73M +$135K +3,080 +3%
AFS
548
AFG Fiduciary Services
Massachusetts
$4.7M -$192K -4,385 -4%
DWT
549
Dorsey & Whitney Trust
South Dakota
$4.7M +$48K +1,095 +1%
5L
550
55I LLC
Massachusetts
$4.69M +$128K +2,920 +3%