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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 %
PWAG
676
Polaris Wealth Advisory Group
California
$3M +$3M +66,685 New
HL
677
HeadInvest LLC
Maine
$3M
IA
678
IFG Advisors
Missouri
$2.99M -$191K -4,365 -6%
WAM
679
Weinberger Asset Management
California
$2.98M -$75.9K -1,730 -2%
NEAM
680
New England Asset Management
Connecticut
$2.96M
SF
681
Summit Financial
New Jersey
$2.96M +$501K +11,435 +20%
OWM
682
Opes Wealth Management
California
$2.96M +$47.1K +1,075 +2%
BB
683
Busey Bank
Illinois
$2.93M +$66.9K +1,525 +2%
HPWM
684
Highland Private Wealth Management
Washington
$2.91M +$209K +4,770 +8%
Neuberger Berman Group
685
Neuberger Berman Group
New York
$2.9M +$16.4K +375 +0.6%
MHS
686
M Holdings Securities
Oregon
$2.89M -$76.1K -1,735 -3%
FWA
687
FSM Wealth Advisors
Ohio
$2.88M +$263K +5,990 +10%
ST
688
Spinnaker Trust
Maine
$2.87M +$16.4K +375 +0.6%
Lido Advisors
689
Lido Advisors
California
$2.86M -$258K -5,885 -8%
CFC
690
Client First Capital
California
$2.86M +$21.7K +495 +0.8%
HCM
691
Hengehold Capital Management
Ohio
$2.85M +$393K +8,965 +16%
NOI
692
Newton One Investments
Delaware
$2.84M -$19.1K -435 -0.7%
PR
693
Payden & Rygel
California
$2.84M +$10.1K +230 +0.4%
AFS
694
Annapolis Financial Services
Maryland
$2.83M -$35.1K -800 -1%
3F
695
360 Financial
Minnesota
$2.8M +$194K +4,425 +7%
Deutsche Bank
696
Deutsche Bank
Germany
$2.79M -$3.51K -80 -0.1%
CHP
697
Cable Hill Partners
Oregon
$2.78M
HWM
698
HighMark Wealth Management
Minnesota
$2.74M +$10.5K +240 +0.4%
VCM
699
Vivaldi Capital Management
Illinois
$2.74M +$55.8K +1,235 +2%
CWM
700
C2C Wealth Management
Arizona
$2.73M +$12.9K +275 +0.5%