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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 %
LPT
576
Legacy Private Trust
Wisconsin
$4.21M -$31.1K -710 -0.7%
DJYG
577
David J. Yvars Group
Florida
$4.21M -$189K -4,310 -4%
SWA
578
SOA Wealth Advisors
New York
$4.2M +$145K +3,305 +4%
TA
579
Tectonic Advisors
Texas
$4.2M
KWM
580
Kingsview Wealth Management
Oregon
$4.19M -$572K -13,055 -12%
PCM
581
Pennsylvania Capital Management
Pennsylvania
$4.18M +$112K +2,565 +3%
WFA
582
Wellspring Financial Advisors
Ohio
$4.15M -$2.69K -4,075 -0.1%
NL
583
NWAM LLC
Washington
$4.13M +$18.6K +425 +0.5%
CIR
584
Clear Investment Research
Georgia
$4.08M +$174K +3,965 +4%
BCWM
585
Bartlett & Co Wealth Management
Ohio
$4.07M +$262K +5,970 +7%
BC
586
Bartlett & Co
Ohio
$4.07M +$262K +5,970 +7%
TPSF
587
Texas Permanent School Fund
Texas
$4.06M -$2.27M -51,805 -36%
USAA
588
United Services Automobile Association
Texas
$4.01M -$1.15M -26,290 -22%
VVP
589
Venture Visionary Partners
Ohio
$4M -$184K -4,205 -4%
TFA
590
Trinity Financial Advisors
Ohio
$3.98M -$41.7K -950 -1%
SI
591
Stephens Inc
Arkansas
$3.97M -$71K -1,620 -2%
TWC
592
TD Waterhouse Canada
Ontario, Canada
$3.96M +$4.39K +80 +0.1%
GF
593
Gries Financial
Ohio
$3.96M +$7.67K +175 +0.2%
WCM
594
Washburn Capital Management
Florida
$3.96M -$49.3K -1,125 -1%
FFMBT
595
First Farmers & Merchants Bank Trust
Tennessee
$3.93M -$108K -2,470 -3%
LF
596
LifeSteps Financial
California
$3.93M -$301K -6,875 -7%
OCM
597
Orion Capital Management
California
$3.9M -$95.2K -2,170 -2%
KLI
598
Kelman-Lazarov Inc
Tennessee
$3.9M +$227K +5,180 +6%
WWM
599
Windsor Wealth Management
Indiana
$3.88M -$64.5K -1,430 -2%
FC
600
Financial Council
Maryland
$3.88M -$1.32K -30 -0%