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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 %
CWM
651
Congress Wealth Management
Massachusetts
$4.3M -$835K -15,960 -16%
WFA
652
Wellspring Financial Advisors
Ohio
$4.29M -$3.45K -5,045 -0.1%
EFS
653
Essex Financial Services
Connecticut
$4.27M +$22.2K +425 +0.5%
SWA
654
SOA Wealth Advisors
New York
$4.26M -$740K -14,150 -15%
WWM
655
Windsor Wealth Management
Indiana
$4.25M -$62.2K -1,190 -1%
CFS
656
CRA Financial Services
New Jersey
$4.25M +$20.7K +395 +0.5%
CB
657
Centennial Bank
Arkansas
$4.23M +$254K +4,855 +6%
LF
658
LifeSteps Financial
California
$4.21M -$115K -2,195 -3%
WP
659
Wealthspan Partners
Iowa
$4.21M -$282K -5,395 -6%
JF
660
JSF Financial
California
$4.19M -$75.6K -1,445 -2%
FG
661
Fiduciary Group
Georgia
$4.18M +$273K +5,220 +7%
OCM
662
Orion Capital Management
California
$4.17M -$202K -3,860 -5%
SCG
663
Sonata Capital Group
Washington
$4.16M -$7.06K -135 -0.2%
FPCG
664
Forum Private Client Group
Indiana
$4.16M -$62K -1,185 -1%
FNBOSM
665
First National Bank of South Miami
Florida
$4.15M -$111K -2,130 -3%
UL
666
Unionview LLC
Washington
$4.14M +$136K +2,610 +3%
AIMC
667
Alley Investment Management Company
Illinois
$4.14M -$22.7K -435 -0.5%
PA
668
PFG Advisors
Arizona
$4.14M -$601K -11,490 -13%
SAM
669
Securian Asset Management
Minnesota
$4.13M
AM
670
AGF Management
Ontario, Canada
$4.09M -$170K -3,250 -4%
SS
671
Simplicity Solutions
Minnesota
$4.07M -$4.72M -90,210 -54%
MC
672
Middleton & Co
Massachusetts
$4.06M +$137K +2,615 +3%
VFP
673
Verus Financial Partners
Virginia
$4.06M -$68K -1,255 -2%
BFWA
674
Benchmark Financial Wealth Advisors
Florida
$4.06M -$118K -2,260 -3%
WG
675
Watchman Group
Texas
$4.06M -$682K -13,040 -14%