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iShares Core S&P Mid-Cap ETF

1,904 hedge funds and large institutions have $48.9B invested in iShares Core S&P Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 761 increasing their positions, 759 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,904
Holders Change
-15
Holders Change %
-0.78%
% of All Funds
30.47%
Holding in Top 10
329
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-4.64%
% of All Funds
5.27%
New
107
Increased
761
Reduced
759
Closed
81
Calls
$14.8M
Puts
$8.08M
Net Calls
+$6.73M
Net Calls Change
+$37.4M
Name Holding Trade Value Shares
Change
Shares
Change %
MCCP
601
Mission Creek Capital Partners
California
$5.05M +$624K +12,475 +14%
NCM
602
Novare Capital Management
North Carolina
$5.01M -$50.5K -1,010 -1%
IA
603
IFG Advisors
Missouri
$5M +$710K +14,185 +17%
SFG
604
Summit Financial Group
West Virginia
$4.98M -$101K -2,010 -2%
CWM
605
Congress Wealth Management
Massachusetts
$4.91M -$1.12M -22,355 -19%
FC
606
Financial Council
Maryland
$4.9M +$278K +5,560 +6%
RIA
607
Regal Investment Advisors
Michigan
$4.85M +$159K +3,170 +3%
PCM
608
Pennsylvania Capital Management
Pennsylvania
$4.84M +$307K +6,130 +7%
GLA
609
Good Life Advisors
Pennsylvania
$4.8M +$2.32M +46,325 +93%
SWA
610
SOA Wealth Advisors
New York
$4.79M -$34K -680 -0.7%
CW
611
CreativeOne Wealth
Kansas
$4.76M +$149K +2,975 +3%
GTAM
612
Global Trust Asset Management
Florida
$4.74M -$63.3K -1,265 -1%
WT
613
Washington Trust
Rhode Island
$4.68M +$919K +18,375 +24%
BA
614
Bellwether Advisors
Nebraska
$4.68M -$115K -2,290 -2%
LFAS
615
Level Four Advisory Services
Texas
$4.64M +$484K +9,675 +12%
CIR
616
Clear Investment Research
Georgia
$4.63M +$66.5K +1,330 +1%
FWA
617
FSM Wealth Advisors
Ohio
$4.62M +$812K +16,220 +21%
TFA
618
Trinity Financial Advisors
Ohio
$4.6M +$2.25K +45 +0%
DWMG
619
DB Wealth Management Group
California
$4.59M +$58K +1,160 +1%
FA
620
Flagstar Advisors
New York
$4.59M -$288K -5,765 -6%
TSWM
621
Triangle Securities Wealth Management
North Carolina
$4.59M +$165K +3,300 +4%
RAM
622
Riggs Asset Management
Pennsylvania
$4.58M +$4.06M +81,200 +783%
BC
623
Bricktown Capital
Michigan
$4.57M
PA
624
PFG Advisors
Arizona
$4.54M +$732K +14,625 +19%
PA
625
Parallel Advisors
California
$4.53M +$2.67M +53,305 +143%