IJH icon

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 %
FG
726
Fiduciary Group
Georgia
$2.48M +$472K +9,405 +23%
VFA
727
Valeo Financial Advisors
Indiana
$2.47M +$4.39K +100 +0.2%
CIC
728
Carnegie Investment Counsel
Ohio
$2.46M -$213K -4,850 -8%
MPW
729
MGO Private Wealth
California
$2.46M +$2.46M +56,095 New
HPC
730
HM Payson & Co
Maine
$2.46M
PWM
731
Perigon Wealth Management
California
$2.46M -$207K -4,720 -8%
AWMG
732
Alliance Wealth Management Group
New Jersey
$2.45M +$285K +6,490 +13%
HNWAG
733
High Net Worth Advisory Group
Florida
$2.45M +$8.77K +200 +0.4%
AIP
734
Almanack Investment Partners
Pennsylvania
$2.43M +$1.22M +27,720 +100%
NSB
735
Norway Savings Bank
Maine
$2.37M +$466K +10,635 +25%
SFI
736
SPC Financial Inc
Maryland
$2.36M +$461K +10,500 +24%
GFP
737
Gryphon Financial Partners
Ohio
$2.35M +$30.3K +690 +1%
CAM
738
Cozad Asset Management
Illinois
$2.33M +$70.2K +1,600 +3%
AF
739
Apexium Financial
Texas
$2.32M +$1.61M +36,670 +225%
LWMNY
740
Landmark Wealth Management (New York)
New York
$2.32M +$2.32M +52,850 New
CT
741
Colonial Trust
South Carolina
$2.31M +$2.31M +52,615 New
PG
742
Patten Group
Tennessee
$2.3M -$70.6K -1,565 -3%
KIG
743
Kowal Investment Group
Wisconsin
$2.29M +$495K +11,290 +28%
BFG
744
Beacon Financial Group
Texas
$2.29M +$77.8K +1,760 +4%
CAG
745
Crestwood Advisors Group
Massachusetts
$2.26M -$57.4K -1,310 -2%
SAS
746
Stelac Advisory Services
New York
$2.26M +$52.4K +1,195 +2%
BAM
747
Belpointe Asset Management
Nevada
$2.26M +$62.5K +1,425 +3%
OMC
748
Old Mission Capital
Illinois
$2.24M +$2.24M +51,000 New
RWRC
749
R.W. Roge & Company
New York
$2.22M -$339K -7,560 -13%
CNB
750
Camden National Bank
Maine
$2.22M +$3.95K +90 +0.2%