IJH icon

iShares Core S&P Mid-Cap ETF

1,788 hedge funds and large institutions have $40.5B invested in iShares Core S&P Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 772 increasing their positions, 660 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,788
Holders Change
-45
Holders Change %
-2.45%
% of All Funds
30.23%
Holding in Top 10
308
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.22%
% of All Funds
5.21%
New
92
Increased
772
Reduced
660
Closed
113
Calls
$14.7M
Puts
$7.33M
Net Calls
+$7.37M
Net Calls Change
-$26.5M
Name Holding Trade Value Shares
Change
Shares
Change %
NCM
576
Novare Capital Management
North Carolina
$4.46M -$106K -2,340 -2%
WFA
577
Wellspring Financial Advisors
Ohio
$4.43M -$38.2K -54,200 -0.9%
LPT
578
Legacy Private Trust
Wisconsin
$4.38M +$36K +795 +0.8%
FC
579
FCA Corp
Texas
$4.38M -$37.8K -835 -0.9%
WQ
580
Wealth Quarterback
New Jersey
$4.37M +$4.37M +96,525 New
LF
581
LifeSteps Financial
California
$4.36M -$65.4K -1,445 -1%
TA
582
Tectonic Advisors
Texas
$4.34M
VVP
583
Venture Visionary Partners
Ohio
$4.32M -$50.5K -1,115 -1%
HI
584
Harbour Investments
Wisconsin
$4.31M +$4.31M +95,350 New
AWP
585
Accretive Wealth Partners
New Jersey
$4.31M +$103K +2,285 +2%
NL
586
NWAM LLC
Washington
$4.25M +$307K +6,775 +8%
EVM
587
Eaton Vance Management
Massachusetts
$4.25M -$71K -1,570 -2%
OWM
588
Olympus Wealth Management
Utah
$4.23M +$22.2K +490 +0.5%
PCM
589
Pennsylvania Capital Management
Pennsylvania
$4.19M -$295K -6,530 -7%
SWA
590
SOA Wealth Advisors
New York
$4.19M -$292K -6,455 -7%
SI
591
Stephens Inc
Arkansas
$4.17M -$109K -2,400 -3%
FFMBT
592
First Farmers & Merchants Bank Trust
Tennessee
$4.17M +$8.6K +190 +0.2%
GVAG
593
Great Valley Advisor Group
Delaware
$4.15M +$363K +8,030 +10%
TFA
594
Trinity Financial Advisors
Ohio
$4.15M -$375K -8,295 -8%
GTAM
595
Global Trust Asset Management
Florida
$4.14M +$260K +5,750 +7%
WCM
596
Washburn Capital Management
Florida
$4.13M -$640K -14,150 -13%
OCM
597
Orion Capital Management
California
$4.12M +$62.4K +1,380 +2%
PFG
598
Pacific Financial Group
Washington
$4.12M -$241K -5,315 -6%
CCM
599
Canal Capital Management
Virginia
$4.1M +$56.1K +1,240 +1%
FSG
600
Financial Strategies Group
Michigan
$4.09M +$846K +18,690 +26%