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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 %
DC
526
Davenport & Co
Virginia
$6.21M -$134K -2,680 -2%
ONB
527
Old National Bancorp
Indiana
$6.21M -$204K -4,080 -3%
MG
528
Mather Group
Illinois
$6.19M -$216K -4,310 -3%
SF
529
Synovus Financial
Georgia
$6.17M +$254K +5,085 +4%
MPCG
530
Matrix Private Capital Group
New York
$6.15M -$345K -6,905 -5%
KWM
531
Kingsview Wealth Management
Oregon
$6.13M +$443K +8,860 +8%
CGFA
532
Colton Groome Financial Advisors
North Carolina
$6.11M -$1.18M -23,540 -16%
CCM
533
Canal Capital Management
Virginia
$6.09M +$606K +12,110 +11%
PWW
534
Pettyjohn Wood & White
Virginia
$6.08M +$20K +400 +0.3%
Chevy Chase Trust
535
Chevy Chase Trust
Maryland
$6.01M -$134K -2,675 -2%
CFA
536
Cahill Financial Advisors
Minnesota
$5.98M +$287K +5,730 +5%
ACM
537
Armbruster Capital Management
New York
$5.95M +$149K +2,985 +3%
MPPLM
538
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.92M +$5.92M +118,370 New
MF
539
Meridian Financial
Massachusetts
$5.91M +$32K +640 +0.5%
MMA
540
Miracle Mile Advisors
California
$5.89M -$870K -17,390 -13%
AWM
541
Atticus Wealth Management
Florida
$5.88M -$2.44M -48,850 -29%
WB
542
WesBanco Bank
West Virginia
$5.87M -$383K -7,655 -6%
WFAG
543
Wescott Financial Advisory Group
Pennsylvania
$5.85M -$63.5K -1,270 -1%
SSW
544
Smith Shellnut Wilson
Mississippi
$5.84M -$81.1K -1,620 -1%
AA
545
Advisory Alpha
Michigan
$5.84M +$3.96M +79,185 +211%
BCM
546
Boltwood Capital Management
California
$5.83M +$65.8K +1,315 +1%
BMD
547
Better Money Decisions
New Mexico
$5.82M +$368K +7,365 +7%
HWM
548
HB Wealth Management
Georgia
$5.8M +$377K +7,545 +7%
WPW
549
Watershed Private Wealth
Illinois
$5.79M -$13.8K -275 -0.2%
AWM
550
Apollon Wealth Management
South Carolina
$5.78M +$98.6K +1,970 +2%