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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 %
PIAS
526
PCA Investment Advisory Services
Ohio
$6.37M -$433K -8,285 -6%
BCMO
527
Buckingham Capital Management (Ohio)
Ohio
$6.37M +$340K +6,495 +6%
CIAS
528
Capital Investment Advisory Services
North Carolina
$6.33M +$537K +10,260 +9%
WB
529
WesBanco Bank
West Virginia
$6.3M +$160K +3,060 +3%
MG
530
Mather Group
Illinois
$6.27M -$196K -3,745 -3%
PAS
531
Park Avenue Securities
New York
$6.26M +$294K +5,625 +5%
MF
532
Meridian Financial
Massachusetts
$6.23M +$49.2K +940 +0.8%
SF
533
Synovus Financial
Georgia
$6.22M -$229K -4,370 -4%
BMD
534
Better Money Decisions
New Mexico
$6.12M +$41.6K +795 +0.7%
BCM
535
Boltwood Capital Management
California
$6.12M +$25.4K +485 +0.4%
JWCA
536
J.W. Cole Advisors
Florida
$6.11M +$202K +3,865 +3%
AWM
537
Apollon Wealth Management
South Carolina
$6.11M +$59.4K +1,135 +1%
HWM
538
HB Wealth Management
Georgia
$6.06M +$6.01K +115 +0.1%
ACM
539
Armbruster Capital Management
New York
$6.06M -$162K -3,100 -3%
FWA
540
FSM Wealth Advisors
Ohio
$6.05M +$1.15M +21,545 +23%
BSW
541
Buckingham Strategic Wealth
Missouri
$6.02M +$326K +6,235 +6%
IA
542
IFG Advisors
Missouri
$5.99M +$762K +14,575 +15%
AI
543
Atria Investments
North Carolina
$5.98M +$556K +10,630 +10%
JFG
544
Jefferies Financial Group
New York
$5.96M +$1.57K +30 +0%
BWM
545
Boyd Wealth Management
California
$5.96M -$2.2M -42,060 -27%
TDWM
546
Topel & Distasi Wealth Management
California
$5.95M +$41.3K +790 +0.7%
ONB
547
Old National Bancorp
Indiana
$5.95M -$544K -10,410 -8%
AWM
548
Atticus Wealth Management
Florida
$5.94M -$210K -4,020 -3%
GS
549
GTS Securities
New York
$5.91M +$5.91M +113,025 New
MCCP
550
Mission Creek Capital Partners
California
$5.91M +$627K +11,995 +12%