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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 %
SFA
551
Sequoia Financial Advisors
Ohio
$4.68M -$796K -18,150 -15%
BMD
552
Better Money Decisions
New Mexico
$4.68M +$178K +4,050 +4%
MWM
553
Mascoma Wealth Management
New Hampshire
$4.66M +$170K +3,885 +4%
FNBOSM
554
First National Bank of South Miami
Florida
$4.65M -$384K -8,750 -8%
AWAP
555
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$4.63M +$59.9K +1,365 +1%
UWM
556
USAdvisors Wealth Management
Minnesota
$4.62M -$53.9K -1,230 -1%
BRWA
557
B. Riley Wealth Advisors
Florida
$4.6M +$1.4M +32,035 +44%
PFA
558
Pure Financial Advisors
California
$4.56M +$60.7K +1,385 +1%
LMIM
559
Lockheed Martin Investment Management
Maryland
$4.55M
SFP
560
Sterling Financial Planning
New Jersey
$4.55M -$65.3K -1,490 -1%
CFO
561
CVA Family Office
Colorado
$4.54M -$43.9K -1,000 -1%
CWM
562
Cornerstone Wealth Management
Missouri
$4.53M -$138K -3,155 -3%
BWA
563
Bordeaux Wealth Advisors
California
$4.5M -$93.4K -2,130 -2%
SBLIC
564
Security Benefit Life Insurance Company
Kansas
$4.5M
SF
565
Synovus Financial
Georgia
$4.45M +$65.8K +1,500 +1%
FA
566
Flagstar Advisors
New York
$4.44M +$32K +730 +0.7%
FTS
567
Fifth Third Securities
Ohio
$4.38M -$107K -2,440 -2%
PCM
568
Parsons Capital Management
Rhode Island
$4.35M +$24.8K +565 +0.6%
BA
569
Bellwether Advisors
Nebraska
$4.35M -$694K -15,835 -14%
WQ
570
Wealth Quarterback
New Jersey
$4.32M +$90.8K +2,070 +2%
GTAM
571
Global Trust Asset Management
Florida
$4.32M +$308K +7,030 +8%
HI
572
Harbour Investments
Wisconsin
$4.31M
NCM
573
Novare Capital Management
North Carolina
$4.3M -$22.6K -515 -0.5%
FC
574
FCA Corp
Texas
$4.29M +$46.9K +1,070 +1%
IF
575
Intrua Financial
Texas
$4.28M -$75.9K -1,730 -2%