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iShares Core S&P Mid-Cap ETF

2,159 hedge funds and large institutions have $60.1B invested in iShares Core S&P Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 286 funds opening new positions, 803 increasing their positions, 832 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,159
Holders Change
+164
Holders Change %
+8.22%
% of All Funds
31.65%
Holding in Top 10
359
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+9.79%
% of All Funds
5.26%
New
286
Increased
803
Reduced
832
Closed
87
Calls
$40.9M
Puts
$17.2M
Net Calls
+$23.7M
Net Calls Change
+$4.8M
Name Holding Trade Value Shares
Change
Shares
Change %
MF
576
Meridian Financial
Massachusetts
$6.58M -$13.6K -245 -0.2%
BCM
577
Boltwood Capital Management
California
$6.57M +$23.8K +430 +0.4%
AWM
578
Atticus Wealth Management
Florida
$6.56M +$129K +2,335 +2%
WB
579
WesBanco Bank
West Virginia
$6.52M -$1.26M -22,655 -16%
BCMO
580
Buckingham Capital Management (Ohio)
Ohio
$6.46M -$224K -4,035 -3%
FCBT
581
First Citizens Bank & Trust
North Carolina
$6.39M -$1.58M -28,490 -20%
TDWM
582
Topel & Distasi Wealth Management
California
$6.37M +$75.4K +1,360 +1%
IA
583
IFS Advisors
Kansas
$6.37M +$470K +8,475 +8%
PFS
584
Prospera Financial Services
Texas
$6.33M -$928K -16,750 -13%
DC
585
Destiny Capital
Colorado
$6.31M +$6.31M +113,915 New
IA
586
IFP Advisors
Florida
$6.31M -$1.89M -34,170 -23%
FA
587
Flagstar Advisors
New York
$6.29M +$1.09M +19,615 +21%
RFG
588
RFP Financial Group
Georgia
$6.28M -$116K -2,095 -2%
ACM
589
Armbruster Capital Management
New York
$6.28M +$2.22K +40 +0%
PIAS
590
PCA Investment Advisory Services
Ohio
$6.25M -$328K -5,915 -5%
AAS
591
Asset Allocation Strategies
Michigan
$6.25M +$1.92M +34,660 +44%
ANBT
592
American National Bank & Trust
Texas
$6.24M -$8.87K -160 -0.1%
WFAG
593
Wescott Financial Advisory Group
Pennsylvania
$6.19M -$120K -2,170 -2%
PB
594
Pinnacle Bancorp
Nebraska
$6.18M -$123K -2,225 -2%
AWAP
595
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$6.18M +$41K +740 +0.7%
AFS
596
AFG Fiduciary Services
Massachusetts
$6.18M +$166K +3,025 +3%
MOS
597
MGO One Seven
Ohio
$6.16M +$1.32M +23,770 +27%
ACM
598
Advisors Capital Management
New Jersey
$6.16M +$1.08M +19,560 +21%
CAM
599
Campion Asset Management
Virginia
$6.16M +$649K +11,700 +12%
CTC
600
Central Trust Company
Missouri
$6.15M +$332K +5,985 +6%