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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.

Holders
1,950
Holders Change
+46
Holders Change %
+2.42%
% of All Funds
30.76%
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 %
LI
51
LVZ Inc
Michigan
$133M +$1.62M +31,060 +1%
UB
52
UMB Bank
Missouri
$133M -$1.99M -38,130 -1%
APCM
53
Alaska Permanent Capital Management
Alaska
$125M +$4.28M +81,775 +4%
RMDI
54
R.M. Davis Inc
Maine
$124M +$1.12M +21,375 +0.9%
GT
55
Greenleaf Trust
Michigan
$121M +$3.25M +62,145 +3%
SSB
56
Sandy Spring Bank
Maryland
$119M +$1.58M +30,185 +1%
JPMPWA
57
J.P. Morgan Private Wealth Advisors
California
$119M -$29.9M -571,905 -20%
TF
58
TIAA FSB
Florida
$119M +$818K +15,645 +0.7%
SHGA
59
Sand Hill Global Advisors
California
$118M +$2.65M +50,675 +2%
Jones Financial Companies
60
Jones Financial Companies
Missouri
$110M -$668K -12,775 -0.6%
SOMRS
61
State of Michigan Retirement System
Michigan
$109M +$7.19M +137,500 +7%
SIC
62
Sigma Investment Counselors
Michigan
$102M +$1.55M +29,690 +2%
FLPIM
63
F.L. Putnam Investment Management
Massachusetts
$102M +$6.23M +119,195 +7%
Corient Private Wealth
64
Corient Private Wealth
Florida
$94.9M +$7.3M +139,620 +8%
AIA
65
Ally Invest Advisors
North Carolina
$93.3M -$230K -4,400 -0.2%
LW
66
Linscomb Wealth
Texas
$93.2M -$4.24M -81,130 -4%
WT
67
Whittier Trust
California
$93.2M -$18.7M -358,510 -17%
FT
68
Fiduciary Trust
Massachusetts
$92.3M +$55.7K +1,065 +0.1%
State Street
69
State Street
Massachusetts
$90.5M +$13.4M +255,940 +17%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$90.4M +$11.8M +224,895 +15%
CAM
71
Cresset Asset Management
Illinois
$88.9M +$6.7M +128,155 +8%
CWM
72
Connecticut Wealth Management
Connecticut
$85.3M +$4.1M +78,395 +5%
BF
73
BOK Financial
Oklahoma
$85M -$4.02M -76,780 -5%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$84.1M -$2.95M -57,290 -3%
LWMT
75
Legacy Wealth Management (Tennessee)
Tennessee
$82.9M -$986K -18,850 -1%