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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 %
JIP
751
Jaffetilchin Investment Partners
Florida
$3.12M +$10.7K +205 +0.3%
HWM
752
HighMark Wealth Management
Minnesota
$3.12M +$51.8K +990 +2%
SWP
753
Summit Wealth Partners
Florida
$3.11M +$30.6K +585 +1%
RFN
754
RDA Financial Network
Iowa
$3.11M +$25.9K +495 +0.8%
BFS
755
Bradley Foster & Sargent
Connecticut
$3.11M +$49.2K +940 +2%
R
756
Rebalance
California
$3.1M +$35.6K +680 +1%
MA
757
Mutual Advisors
Nebraska
$3.09M +$472K +9,025 +18%
CWM
758
C2C Wealth Management
Arizona
$3.08M -$53.8K -1,000 -2%
Neuberger Berman Group
759
Neuberger Berman Group
New York
$3.08M -$67.5K -1,290 -2%
FCB
760
First County Bank
Connecticut
$3.07M -$105K -2,010 -3%
VFA
761
Valeo Financial Advisors
Indiana
$3.06M -$22.7K -435 -0.7%
WA
762
Wealth Alliance
New York
$3.06M +$20.7K +395 +0.7%
Deutsche Bank
763
Deutsche Bank
Germany
$3.06M
CB
764
Cadence Bank
Mississippi
$3.04M +$3.14K +60 +0.1%
FTC
765
Farmers Trust Company
Ohio
$3.04M -$51K -975 -2%
CNB
766
Camden National Bank
Maine
$3.04M -$14.6K -280 -0.5%
NP
767
Nilsine Partners
Colorado
$3.04M
AG
768
Ascent Group
Virginia
$3.03M +$1.1M +20,630 +57%
BFG
769
Buttonwood Financial Group
Missouri
$3.02M +$3.02M +55,895 New
MWM
770
MY Wealth Management
Maryland
$3.02M +$109K +2,085 +4%
BCG
771
Breakwater Capital Group
New Jersey
$3.02M -$124K -2,375 -4%
BB
772
Busey Bank
Illinois
$3M +$52.3K +1,000 +2%
ACM
773
AUA Capital Management
Pennsylvania
$3M -$168K -3,205 -5%
FWM
774
Forza Wealth Management
Florida
$3M
SI
775
Stephens Inc
Arkansas
$2.95M -$13.9K -265 -0.5%