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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 %
EFS
601
Essex Financial Services
Connecticut
$3.87M +$357K +8,130 +10%
CWM
602
Capital Wealth Management
Rhode Island
$3.85M +$101K +2,300 +3%
B
603
Brightworth
Georgia
$3.84M -$1.05M -24,005 -22%
PAS
604
Park Avenue Securities
New York
$3.83M +$1.53M +34,920 +67%
PCIA
605
Prime Capital Investment Advisors
Kansas
$3.82M +$913K +20,815 +31%
IWM
606
IHT Wealth Management
Illinois
$3.81M +$1.2M +27,405 +46%
PGWM
607
Parisi Gray Wealth Management
New Jersey
$3.8M -$524K -11,945 -12%
RWP
608
Revolve Wealth Partners
New Jersey
$3.79M -$91.2K -2,080 -2%
LFG
609
Leverty Financial Group
Wisconsin
$3.77M +$50.4K +1,150 +1%
CFGS
610
Concourse Financial Group Securities
Alabama
$3.77M -$120K -2,740 -3%
FBA
611
Front Barnett Associates
Illinois
$3.75M -$12.5K -285 -0.3%
PPWM
612
PFG Private Wealth Management
Florida
$3.75M +$170K +3,880 +5%
BHIA
613
Birch Hill Investment Advisors
Massachusetts
$3.75M +$72.1K +1,645 +2%
SWA
614
Stratos Wealth Advisors
Ohio
$3.73M +$401K +9,150 +12%
CFS
615
CRA Financial Services
New Jersey
$3.69M +$122K +2,780 +3%
VFP
616
Verus Financial Partners
Virginia
$3.69M -$174K -3,735 -5%
VC
617
Vestor Capital
Illinois
$3.68M +$147K +3,350 +4%
HCC
618
Hirtle Callaghan & Co
Pennsylvania
$3.68M +$436K +9,945 +13%
RIA
619
Regal Investment Advisors
Michigan
$3.66M +$41.2K +940 +1%
T
620
TCWP
Ohio
$3.66M +$425K +9,685 +13%
PFG
621
Pacific Financial Group
Washington
$3.66M -$328K -7,480 -8%
WP
622
Wealthspan Partners
Iowa
$3.66M -$62.9K -1,435 -2%
MCCP
623
Mission Creek Capital Partners
California
$3.64M +$56.3K +1,285 +2%
FPCG
624
Forum Private Client Group
Indiana
$3.62M -$57.2K -1,305 -2%
GVAG
625
Great Valley Advisor Group
Delaware
$3.62M -$403K -9,185 -10%