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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 %
ATWA
751
Arbor Trust Wealth Advisors
Michigan
$2.22M -$154K -3,515 -7%
PRWA
752
Platte River Wealth Advisors
Colorado
$2.21M -$40.6K -925 -2%
BAAM
753
Baker Avenue Asset Management
California
$2.2M +$876K +19,980 +66%
DFA
754
Delta Financial Advisors
Louisiana
$2.2M
MSAM
755
Moloney Securities Asset Management
Missouri
$2.19M -$27.6K -630 -1%
TAM
756
Townsend Asset Management
North Carolina
$2.18M -$90.6K -2,065 -4%
GC
757
Guggenheim Capital
Illinois
$2.18M -$92.3K -2,105 -4%
BFO
758
Biltmore Family Office
North Carolina
$2.16M +$79.4K +1,810 +4%
MWM
759
Meridian Wealth Management
Kentucky
$2.16M -$491K -11,190 -19%
NEPWA
760
New England Private Wealth Advisors
Massachusetts
$2.13M -$349K -7,975 -14%
TI
761
Truepoint Inc
Ohio
$2.13M +$104K +2,365 +5%
QCIG
762
Quad-Cities Investment Group
Iowa
$2.12M +$121K +2,755 +6%
BJL
763
Brighton Jones LLC
Washington
$2.11M +$248K +5,655 +13%
CS
764
Credit Suisse
Switzerland
$2.11M +$515K +11,735 +32%
BFO
765
Boston Family Office
Massachusetts
$2.1M -$325K -7,420 -13%
BRM
766
Boston Research & Management
Massachusetts
$2.1M -$56.8K -1,295 -3%
HSA
767
HBK Sorce Advisory
Pennsylvania
$2.09M +$51.5K +1,175 +3%
HAS
768
HBW Advisory Services
California
$2.08M +$41.2K +940 +2%
RCG
769
Regatta Capital Group
California
$2.08M +$114K +2,525 +6%
CI
770
Cavalier Investments
Georgia
$2.07M -$1.6M -36,460 -44%
GLA
771
Good Life Advisors
Pennsylvania
$2.07M -$27K -615 -1%
E
772
ETFidea
New York
$2.04M +$243K +5,540 +14%
FCA
773
FinTrust Capital Advisors
South Carolina
$2.01M -$13.5K -290 -0.7%
9WM
774
9258 Wealth Management
Ohio
$2M -$152K -3,465 -7%
MWAM
775
Manhattan West Asset Management
California
$2M +$5.48K +125 +0.3%