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iShares Core S&P Mid-Cap ETF

1,904 hedge funds and large institutions have $48.9B invested in iShares Core S&P Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 761 increasing their positions, 759 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,904
Holders Change
-15
Holders Change %
-0.78%
% of All Funds
30.47%
Holding in Top 10
329
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-4.64%
% of All Funds
5.27%
New
107
Increased
761
Reduced
759
Closed
81
Calls
$14.8M
Puts
$8.08M
Net Calls
+$6.73M
Net Calls Change
+$37.4M
Name Holding Trade Value Shares
Change
Shares
Change %
FTC
751
Farmers Trust Company
Ohio
$2.96M -$99.8K -1,995 -3%
VFA
752
Valeo Financial Advisors
Indiana
$2.95M +$219K +4,370 +8%
RFN
753
RDA Financial Network
Iowa
$2.95M -$18.3K -365 -0.6%
SWP
754
Summit Wealth Partners
Florida
$2.95M +$24K +480 +0.8%
HWM
755
HighMark Wealth Management
Minnesota
$2.94M -$64K -1,280 -2%
R
756
Rebalance
California
$2.94M +$4.25K +85 +0.1%
BFS
757
Bradley Foster & Sargent
Connecticut
$2.93M -$20.8K -415 -0.7%
Deutsche Bank
758
Deutsche Bank
Germany
$2.92M -$50K -1,000 -2%
CNB
759
Camden National Bank
Maine
$2.92M +$473K +9,450 +19%
AFG
760
Affinia Financial Group
Massachusetts
$2.92M +$577K +11,590 +25%
CB
761
Cadence Bank
Mississippi
$2.91M -$113K -2,250 -4%
WA
762
Wealth Alliance
New York
$2.91M -$57.3K -1,145 -2%
NP
763
Nilsine Partners
Colorado
$2.9M +$2.9M +58,050 New
AWMG
764
Alliance Wealth Management Group
New Jersey
$2.89M +$79.8K +1,595 +3%
PAG
765
Paladin Advisory Group
Iowa
$2.89M +$2.89M +57,840 New
CWM
766
C2C Wealth Management
Arizona
$2.89M +$12.6K +255 +0.4%
FWM
767
Forza Wealth Management
Florida
$2.87M
FCA
768
FLC Capital Advisors
California
$2.85M -$50K -1,000 -2%
SI
769
Stephens Inc
Arkansas
$2.83M +$497K +9,935 +21%
ST
770
Sabal Trust
Florida
$2.83M -$67.3K -1,345 -2%
GWM
771
GSB Wealth Management
Connecticut
$2.82M +$1.9M +38,175 +206%
BB
772
Busey Bank
Illinois
$2.82M -$365K -7,290 -11%
CHC
773
City Holding Co
West Virginia
$2.79M -$126K -2,525 -4%
MWM
774
MY Wealth Management
Maryland
$2.78M -$5.75K -115 -0.2%
CPRC
775
Consolidated Portfolio Review Corp
New York
$2.78M +$2.78M +55,500 New