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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 %
HL
726
HeadInvest LLC
Maine
$3.41M -$22.6K -425 -0.7%
3F
727
360 Financial
Minnesota
$3.4M -$80.5K -1,540 -2%
GFWA
728
Grey Fox Wealth Advisors
Delaware
$3.37M -$38.2K -730 -1%
NDSI
729
Newman Dignan & Sheerar Inc
Rhode Island
$3.35M -$12.3K -235 -0.4%
TH
730
TCTC Holdings
Texas
$3.35M +$156K +2,985 +5%
American Century Companies
731
American Century Companies
Missouri
$3.35M +$837K +16,000 +33%
CBT
732
Central Bank & Trust
Kentucky
$3.34M -$86K -1,645 -3%
WJA
733
Willis Johnson & Associates
Texas
$3.34M +$45.2K +865 +1%
NOI
734
Newton One Investments
Delaware
$3.33M -$523 -10 -0%
KIG
735
Kowal Investment Group
Wisconsin
$3.32M -$200K -3,820 -6%
EW
736
Enzi Wealth
Texas
$3.32M -$4.16M -77,230 -56%
HIMC
737
Heritage Investors Management Corp
Maryland
$3.32M +$44.2K +845 +1%
ST
738
Spinnaker Trust
Maine
$3.31M -$78.7K -1,505 -2%
BFG
739
Bleakley Financial Group
New Jersey
$3.31M -$180K -3,440 -5%
HCM
740
Hengehold Capital Management
Ohio
$3.3M -$208K -3,975 -6%
NMG
741
New Millennium Group
Utah
$3.29M -$252K -4,820 -7%
SIG
742
Sky Investment Group
Connecticut
$3.27M -$3.13M
AWS
743
AJ Wealth Strategies
New York
$3.24M +$4.97K +95 +0.2%
AFO
744
Arrowroot Family Office
California
$3.23M +$491K +9,390 +18%
AWMG
745
Alliance Wealth Management Group
New Jersey
$3.22M +$194K +3,715 +6%
AFG
746
Affinia Financial Group
Massachusetts
$3.21M +$62.6K +1,165 +2%
CA
747
Crumly & Associates
Illinois
$3.2M -$3.57M -68,235 -53%
CHC
748
City Holding Co
West Virginia
$3.19M +$271K +5,175 +9%
WHG
749
Westwood Holdings Group
Texas
$3.15M -$181K -3,465 -5%
HIA
750
Harbor Investment Advisory
Maryland
$3.13M -$124K -2,375 -4%