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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 %
MWAM
676
Manhattan West Asset Management
California
$4.06M +$1.19M +22,760 +42%
CFGS
677
Concourse Financial Group Securities
Alabama
$4.05M -$51K -975 -1%
SS
678
Sound Stewardship
Kansas
$4.03M -$111K -2,130 -3%
IWM
679
IHT Wealth Management
Illinois
$4.02M -$20.4K -390 -0.5%
PWAG
680
Polaris Wealth Advisory Group
California
$4.02M +$408K +7,795 +11%
LWM
681
Lyell Wealth Management
California
$4.01M -$363K -6,940 -8%
SFI
682
SPC Financial Inc
Maryland
$4M +$658K +12,590 +20%
MYIA
683
Mount Yale Investment Advisors
Colorado
$3.99M +$136K +2,595 +4%
CFD
684
Creative Financial Designs
Indiana
$3.99M +$347K +6,640 +10%
PCM
685
Perritt Capital Management
Illinois
$3.94M +$54.1K +1,035 +1%
SF
686
Summit Financial
New Jersey
$3.9M +$1.56M +29,880 +67%
CG
687
Cynosure Group
Utah
$3.9M +$3.9M +74,545 New
T
688
TCWP
Ohio
$3.89M +$92.3K +1,765 +2%
CSPIA
689
Cary Street Partners Investment Advisory
Virginia
$3.86M +$1.58M +30,145 +69%
PAM
690
Private Asset Management
California
$3.86M -$425K -8,120 -10%
SFG
691
Sather Financial Group
Texas
$3.86M
RWA
692
River Wealth Advisors
Pennsylvania
$3.85M -$63.5K -1,215 -2%
FA
693
FC Advisory
Pennsylvania
$3.84M +$13.9K +265 +0.4%
FTWA
694
Fifth Third Wealth Advisors
Ohio
$3.82M +$1.31M +25,090 +52%
CT
695
Colonial Trust
South Carolina
$3.82M -$390K -7,450 -9%
EW
696
Element Wealth
Mississippi
$3.81M -$102K -1,955 -3%
IF
697
Intrua Financial
Texas
$3.81M -$200K -3,830 -5%
NL
698
NEPC LLC
Massachusetts
$3.79M -$2.62K -50 -0.1%
OWM
699
Opes Wealth Management
California
$3.78M +$210K +4,025 +6%
FPW
700
Flagship Private Wealth
Massachusetts
$3.78M -$7.84K -150 -0.2%