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iShares Core S&P Mid-Cap ETF

1,788 hedge funds and large institutions have $40.5B invested in iShares Core S&P Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 772 increasing their positions, 660 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,788
Holders Change
-45
Holders Change %
-2.45%
% of All Funds
30.23%
Holding in Top 10
308
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.22%
% of All Funds
5.21%
New
92
Increased
772
Reduced
660
Closed
113
Calls
$14.7M
Puts
$7.33M
Net Calls
+$7.37M
Net Calls Change
-$26.5M
Name Holding Trade Value Shares
Change
Shares
Change %
TA
651
TruWealth Advisors
Louisiana
$3.39M +$81K +1,790 +2%
NMG
652
New Millennium Group
Utah
$3.37M +$3.37M +74,440 New
SFG
653
Sather Financial Group
Texas
$3.35M +$7.69K +170 +0.2%
HCC
654
Hirtle Callaghan & Co
Pennsylvania
$3.35M +$34.6K +765 +1%
T
655
TCWP
Ohio
$3.34M -$34.6K -765 -1%
PCM
656
Perritt Capital Management
Illinois
$3.33M +$12.4K +275 +0.4%
HWM
657
HB Wealth Management
Georgia
$3.31M +$640K +14,135 +24%
BFWA
658
Benchmark Financial Wealth Advisors
Florida
$3.3M -$14.3K -315 -0.4%
BRWA
659
B. Riley Wealth Advisors
Florida
$3.3M -$24K -530 -0.7%
IA
660
IFG Advisors
Missouri
$3.28M +$581K +12,830 +22%
NL
661
NEPC LLC
Massachusetts
$3.28M
BFS
662
Bard Financial Services
Connecticut
$3.26M
MP
663
McDonald Partners
Ohio
$3.24M -$9.05K -200 -0.3%
CCM
664
Crew Capital Management
Ohio
$3.23M +$8.6K +190 +0.3%
ACM
665
AUA Capital Management
Pennsylvania
$3.23M +$158K +3,495 +5%
Lido Advisors
666
Lido Advisors
California
$3.22M +$656K +14,505 +26%
WJA
667
Willis Johnson & Associates
Texas
$3.21M -$32.4K -715 -1%
GSB
668
Greenfield Savings Bank
Massachusetts
$3.2M +$3.2M +70,685 New
UL
669
Unionview LLC
Washington
$3.18M -$121K -2,665 -4%
MWP
670
Moller Wealth Partners
$3.17M
VPW
671
Vericrest Private Wealth
Pennsylvania
$3.16M -$54.1K -1,195 -2%
WAM
672
Weinberger Asset Management
California
$3.15M -$44.1K -975 -1%
CBT
673
Central Bank & Trust
Kentucky
$3.14M +$213K +4,715 +7%
MCC
674
Money Concepts Capital
Florida
$3.11M -$1.23M -26,795 -28%
UBG
675
United Bank (Georgia)
Georgia
$3.1M +$91K +2,010 +3%