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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 %
CSA
576
Cottage Street Advisors
Massachusetts
$5.6M +$261 +5 +0%
DJYG
577
David J. Yvars Group
Florida
$5.58M +$42.4K +810 +0.8%
CTC
578
Central Trust Company
Missouri
$5.57M -$940K -17,970 -14%
AL
579
Aspiriant LLC
California
$5.57M -$311K -5,950 -5%
PFS
580
Prospera Financial Services
Texas
$5.56M +$221K +4,225 +4%
CGFA
581
Colton Groome Financial Advisors
North Carolina
$5.55M -$836K -15,990 -13%
LIA
582
LBMC Investment Advisors
Tennessee
$5.54M +$1.31K +25 +0%
FFWA
583
FRG Family Wealth Advisors
Washington
$5.52M +$56.2K +1,075 +1%
PCIA
584
Prime Capital Investment Advisors
Kansas
$5.51M +$1.07M +20,495 +24%
WT
585
Washington Trust
Rhode Island
$5.5M +$608K +11,625 +12%
LT
586
Legacy Trust
Michigan
$5.5M +$60.9K +1,165 +1%
PMG
587
ProVise Management Group
Florida
$5.47M -$302K -5,780 -5%
FNBOO
588
First National Bank of Omaha
Nebraska
$5.46M -$196K -3,750 -3%
BCM
589
Brookstone Capital Management
Illinois
$5.45M -$75.8K -1,460 -1%
PGWM
590
Parisi Gray Wealth Management
New Jersey
$5.39M +$984K +19,675 +22%
KWM
591
Kingsview Wealth Management
Oregon
$5.38M -$1.03M -19,620 -16%
HI
592
Harbour Investments
Wisconsin
$5.37M +$25.9K +495 +0.5%
GFS
593
GYL Financial Synergies
Connecticut
$5.36M -$596K -11,395 -10%
BC
594
Bartlett & Co
Ohio
$5.33M -$68K -1,300 -1%
BCWM
595
Bartlett & Co Wealth Management
Ohio
$5.33M -$68K -1,300 -1%
BHIA
596
Birch Hill Investment Advisors
Massachusetts
$5.32M +$33.2K +635 +0.6%
SFA
597
Sequoia Financial Advisors
Ohio
$5.28M -$1.49M -28,400 -22%
WQ
598
Wealth Quarterback
New Jersey
$5.28M -$188K -3,600 -3%
RIA
599
Regal Investment Advisors
Michigan
$5.26M +$183K +3,500 +4%
BWA
600
Bordeaux Wealth Advisors
California
$5.25M -$114K -2,175 -2%