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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 %
NL
601
NWAM LLC
Washington
$5.11M +$4.19M +80,175 +459%
TFCP
602
Twin Focus Capital Partners
Massachusetts
$5.09M -$578K -11,055 -10%
MCA
603
MSH Capital Advisors
Arizona
$5.09M -$212K -4,050 -4%
FCFS
604
First Command Financial Services
Texas
$5.08M -$1.53M -29,290 -23%
FCB
605
First Command Bank
Texas
$5.08M -$1.53M -29,290 -23%
PPC
606
Park Place Capital
Alabama
$5.06M +$843K +16,115 +20%
HF
607
HRT Financial
New York
$5.04M +$2.75M +52,530 +120%
CW
608
CreativeOne Wealth
Kansas
$5.03M +$57.5K +1,100 +1%
NCM
609
Novare Capital Management
North Carolina
$5.03M -$206K -3,935 -4%
SWA
610
Stratos Wealth Advisors
Ohio
$5.02M +$551K +10,545 +12%
FC
611
Financial Council
Maryland
$5.02M -$103K -1,970 -2%
LFAS
612
Level Four Advisory Services
Texas
$5M +$159K +3,040 +3%
DWMG
613
DB Wealth Management Group
California
$5M +$199K +3,805 +4%
CIR
614
Clear Investment Research
Georgia
$5M +$160K +3,055 +3%
TCA
615
Trifecta Capital Advisors
Illinois
$4.99M +$733K +14,025 +17%
SFG
616
Summit Financial Group
West Virginia
$4.99M -$221K -4,225 -4%
TFA
617
Trinity Financial Advisors
Ohio
$4.98M +$173K +3,300 +4%
GTAM
618
Global Trust Asset Management
Florida
$4.96M +$10.5K +200 +0.2%
BBHC
619
Brown Brothers Harriman & Co
New York
$4.95M +$520K +9,935 +12%
BA
620
Bellwether Advisors
Nebraska
$4.86M -$27.5K -525 -0.6%
TSWM
621
Triangle Securities Wealth Management
North Carolina
$4.86M +$65.9K +1,260 +1%
PPWM
622
PFG Private Wealth Management
Florida
$4.85M +$167K +3,190 +4%
PA
623
Parallel Advisors
California
$4.77M +$35.6K +680 +0.8%
BC
624
Bricktown Capital
Michigan
$4.77M
LPT
625
Legacy Private Trust
Wisconsin
$4.77M -$520K -9,940 -10%