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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 %
SSW
551
Smith Shellnut Wilson
Mississippi
$5.9M -$198K -3,780 -3%
PB
552
Pinnacle Bancorp
Nebraska
$5.89M +$64.1K +1,225 +1%
AFS
553
AFG Fiduciary Services
Massachusetts
$5.87M +$256K +4,805 +5%
WFAG
554
Wescott Financial Advisory Group
Pennsylvania
$5.87M -$250K -4,790 -4%
SCM
555
SOL Capital Management
Maryland
$5.87M +$46.5K +890 +0.8%
BRWA
556
B. Riley Wealth Advisors
Florida
$5.86M -$122K -2,330 -2%
SAG
557
SageView Advisory Group
California
$5.86M +$2.27M +43,370 +63%
TA
558
Tectonic Advisors
Texas
$5.86M
EWM
559
EPG Wealth Management
Georgia
$5.85M -$69.6K -1,330 -1%
PGFC
560
Peapack-Gladstone Financial Corp
New Jersey
$5.8M -$196K -3,745 -3%
AWAP
561
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$5.8M +$275K +5,265 +5%
ITB
562
Idaho Trust Bank
Idaho
$5.79M +$5.79M +110,735 New
PFA
563
Pure Financial Advisors
California
$5.76M +$202K +3,870 +4%
MPPLM
564
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.75M -$440K -8,415 -7%
IPW
565
IronBridge Private Wealth
Texas
$5.75M +$5.75M +109,870 New
Squarepoint
566
Squarepoint
New York
$5.73M +$5.73M +109,600 New
WPW
567
Watershed Private Wealth
Illinois
$5.72M -$332K -6,350 -5%
PFA
568
Pettinga Financial Advisors
Indiana
$5.72M -$301K -5,760 -5%
GVAG
569
Great Valley Advisor Group
Delaware
$5.72M -$2.61M -49,830 -31%
RFG
570
RFP Financial Group
Georgia
$5.7M +$304K +5,805 +6%
SSWM
571
Sheets Smith Wealth Management
North Carolina
$5.68M +$7.85K +150 +0.1%
MMA
572
Miracle Mile Advisors
California
$5.65M -$503K -9,625 -8%
PCM
573
Parsons Capital Management
Rhode Island
$5.64M -$84.2K -1,610 -1%
PCM
574
Pennsylvania Capital Management
Pennsylvania
$5.62M +$562K +10,755 +11%
RWIA
575
Roger Wittlin Investment Advisory
California
$5.6M +$16.2K +310 +0.3%