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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 %
Koshinski Asset Management
626
Koshinski Asset Management
Illinois
$3.61M -$32.9K -750 -0.9%
CAM
627
Campion Asset Management
Virginia
$3.6M +$63.8K +1,455 +2%
APA
628
American Portfolios Advisors
New York
$3.58M -$25.7K -585 -0.7%
BBHC
629
Brown Brothers Harriman & Co
New York
$3.52M -$82.7K -1,885 -2%
SAM
630
Securian Asset Management
Minnesota
$3.51M +$116K +2,635 +3%
SCG
631
Sonata Capital Group
Washington
$3.5M +$1.75K +40 +0.1%
AIMC
632
Alley Investment Management Company
Illinois
$3.49M +$10.5K +240 +0.3%
PAM
633
Private Asset Management
California
$3.49M -$385K -8,785 -10%
CCM
634
Covington Capital Management
California
$3.45M +$109K +2,475 +3%
TSWM
635
Triangle Securities Wealth Management
North Carolina
$3.45M +$125K +2,840 +4%
EGP
636
Entrust Global Partners
New York
$3.43M
CWM
637
Cranbrook Wealth Management
Michigan
$3.43M +$1.1M +25,095 +47%
CAGAS
638
Capital Advisory Group Advisory Services
Minnesota
$3.41M -$35.3K -805 -1%
AIA
639
Armor Investment Advisors
North Carolina
$3.41M +$883K +20,140 +35%
ACM
640
Advisors Capital Management
New Jersey
$3.4M +$1.28M +25,660 +61%
ASFA
641
All Season Financial Advisors
Colorado
$3.38M +$2.89M +65,845 +581%
HWM
642
HB Wealth Management
Georgia
$3.37M +$164K +3,750 +5%
EW
643
Element Wealth
Mississippi
$3.36M +$21.5K +490 +0.6%
BFWA
644
Benchmark Financial Wealth Advisors
Florida
$3.35M +$150K +3,420 +5%
WHG
645
Westwood Holdings Group
Texas
$3.33M -$1.56M -35,680 -32%
RWA
646
River Wealth Advisors
Pennsylvania
$3.31M -$280K -6,390 -8%
WF
647
Welch & Forbes
Massachusetts
$3.29M +$335K +7,630 +11%
NCG
648
Newport Capital Group
New Jersey
$3.27M +$1.6M +35,995 +96%
WJA
649
Willis Johnson & Associates
Texas
$3.26M +$147K +3,350 +5%
FLA
650
Financial Life Advisors
Texas
$3.25M -$471K -10,745 -13%