IJH icon

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 %
PFG
626
Pacific Financial Group
Washington
$4.76M +$301K +5,765 +7%
CFO
627
CVA Family Office
Colorado
$4.75M +$158K +3,015 +3%
TWC
628
TD Waterhouse Canada
Ontario, Canada
$4.75M -$619K -10,015 -12%
CWM
629
Cornerstone Wealth Management
Missouri
$4.71M +$765K +14,635 +19%
ACM
630
Advisors Capital Management
New Jersey
$4.7M +$16.7K +320 +0.4%
GF
631
Gries Financial
Ohio
$4.66M +$53.1K +1,015 +1%
FC
632
FCA Corp
Texas
$4.66M -$845K -16,155 -15%
CAM
633
Campion Asset Management
Virginia
$4.59M +$228K +4,365 +5%
SFC
634
Strategic Financial Concepts
Texas
$4.58M -$712K -13,605 -13%
UWM
635
USAdvisors Wealth Management
Minnesota
$4.58M -$839K -15,990 -15%
CWM
636
Cranbrook Wealth Management
Michigan
$4.57M +$126K +2,405 +3%
BIA
637
Bigelow Investment Advisors
Maine
$4.56M +$104K +1,980 +2%
VVP
638
Venture Visionary Partners
Ohio
$4.55M +$110K +2,095 +2%
CWM
639
Castle Wealth Management
Florida
$4.54M +$299K +5,715 +7%
SFP
640
Sterling Financial Planning
New Jersey
$4.53M -$177K -3,380 -4%
GA
641
Goldstein Advisors
Wisconsin
$4.52M +$73.2K +1,400 +2%
FA
642
Flagstar Advisors
New York
$4.44M -$355K -6,790 -7%
EG
643
Ellerson Group
Maryland
$4.4M +$4.4M +84,085 New
OWM
644
Olympus Wealth Management
Utah
$4.36M -$117K -2,240 -3%
MOS
645
MGO One Seven
Ohio
$4.35M -$3.73M -71,260 -46%
VC
646
Vestor Capital
Illinois
$4.34M +$129K +2,475 +3%
CAGAS
647
Capital Advisory Group Advisory Services
Minnesota
$4.34M -$52.3K -1,000 -1%
FBA
648
Front Barnett Associates
Illinois
$4.33M -$56.5K -1,080 -1%
FMC
649
First Merchants Corp
Indiana
$4.32M +$141K +2,695 +3%
LFG
650
Leverty Financial Group
Wisconsin
$4.31M -$73.7K -1,410 -2%