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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 %
CWA
701
Clarus Wealth Advisors
Arizona
$3.75M +$385K +7,410 +11%
WPC
702
Wedmont Private Capital
Pennsylvania
$3.75M +$11.7K +220 +0.3%
CIC
703
Carnegie Investment Counsel
Ohio
$3.75M +$58.6K +1,120 +2%
BFS
704
Bard Financial Services
Connecticut
$3.73M
WF
705
Welch & Forbes
Massachusetts
$3.72M -$99.6K -1,905 -3%
SAM
706
Smithbridge Asset Management
Pennsylvania
$3.69M -$6.54K -125 -0.2%
AAS
707
Asset Allocation Strategies
Michigan
$3.68M +$3.68M +70,435 New
GLA
708
Good Life Advisors
Pennsylvania
$3.68M -$1.34M -25,530 -27%
UBG
709
United Bank (Georgia)
Georgia
$3.66M +$11K +210 +0.3%
MSWM
710
McGlone Suttner Wealth Management
Wisconsin
$3.65M -$18.6K -355 -0.5%
TCOO
711
Trust Company of Oklahoma
Oklahoma
$3.6M -$23.5K -450 -0.6%
CI
712
CX Institutional
Indiana
$3.58M -$257K -4,915 -7%
Koshinski Asset Management
713
Koshinski Asset Management
Illinois
$3.58M -$755K -14,430 -17%
HCC
714
Hirtle Callaghan & Co
Pennsylvania
$3.58M
NEAM
715
New England Asset Management
Connecticut
$3.53M
WCM
716
Washburn Capital Management
Florida
$3.53M -$583K -11,150 -14%
AFS
717
Annapolis Financial Services
Maryland
$3.52M
MWP
718
Moller Wealth Partners
$3.48M
RSWM
719
Robertson Stephens Wealth Management
California
$3.48M -$9.52M -182,005 -73%
SFS
720
Sowell Financial Services
Arkansas
$3.48M +$1.52M +29,105 +78%
GWM
721
GSB Wealth Management
Connecticut
$3.47M +$510K +9,750 +17%
PR
722
Payden & Rygel
California
$3.44M +$9.94K +190 +0.3%
FWM
723
ForthRight Wealth Management
Georgia
$3.42M -$4.39M -83,940 -56%
HH
724
Hilltop Holdings
Texas
$3.42M -$6.15M -117,575 -64%
FSG
725
Financial Strategies Group
Michigan
$3.42M -$24.3K -465 -0.7%