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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 %
CW
701
CreativeOne Wealth
Kansas
$2.71M +$98.7K +2,250 +4%
FTC
702
Farmers Trust Company
Ohio
$2.7M -$3.29K -75 -0.1%
JIP
703
Jaffetilchin Investment Partners
Florida
$2.69M -$35.3K -805 -1%
SIG
704
Sky Investment Group
Connecticut
$2.68M
CHC
705
City Holding Co
West Virginia
$2.67M -$216K -4,925 -7%
FCA
706
FLC Capital Advisors
California
$2.67M -$221K -5,050 -8%
HIA
707
Harbor Investment Advisory
Maryland
$2.67M +$40.6K +925 +2%
MCC
708
Money Concepts Capital
Florida
$2.66M -$317K -7,220 -11%
JWS
709
Juncture Wealth Strategies
Arizona
$2.66M +$1.56M +35,590 +142%
MM
710
Main Management
California
$2.65M
UF
711
Univest Financial
Pennsylvania
$2.63M -$51.7K -1,180 -2%
HIMC
712
Heritage Investors Management Corp
Maryland
$2.63M -$658 -15 -0%
WA
713
Wealth Alliance
New York
$2.62M -$132K -3,005 -5%
CB
714
Cadence Bank
Mississippi
$2.61M +$2.61M +59,435 New
SWP
715
Summit Wealth Partners
Florida
$2.6M -$128K -2,910 -5%
CFD
716
Creative Financial Designs
Indiana
$2.59M +$255K +5,825 +11%
AWM
717
Axxcess Wealth Management
California
$2.59M +$31.6K +720 +1%
ACM
718
AUA Capital Management
Pennsylvania
$2.56M -$571K -13,015 -18%
AWA
719
Arete Wealth Advisors
Illinois
$2.56M +$160K +3,650 +7%
BFS
720
Bradley Foster & Sargent
Connecticut
$2.56M -$132K -3,000 -5%
PA
721
PSI Advisors
Florida
$2.54M -$279K -6,365 -10%
FIM
722
Fernwood Investment Management
Massachusetts
$2.53M -$8.77K -200 -0.3%
ST
723
Sabal Trust
Florida
$2.51M +$25.7K +585 +1%
Susquehanna International Group
724
Susquehanna International Group
Pennsylvania
$2.5M +$2.5M +56,950 New
SXL
725
Summit X LLC
Missouri
$2.49M -$2.16M -49,150 -46%