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iShares Core S&P Mid-Cap ETF

1,788 hedge funds and large institutions have $40.5B invested in iShares Core S&P Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 772 increasing their positions, 660 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,788
Holders Change
-45
Holders Change %
-2.45%
% of All Funds
30.23%
Holding in Top 10
308
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.22%
% of All Funds
5.21%
New
92
Increased
772
Reduced
660
Closed
113
Calls
$14.7M
Puts
$7.33M
Net Calls
+$7.37M
Net Calls Change
-$26.5M
Name Holding Trade Value Shares
Change
Shares
Change %
BFO
776
Biltmore Family Office
North Carolina
$2.15M +$117K +2,595 +6%
HAS
777
HBW Advisory Services
California
$2.11M -$29.4K -650 -1%
HSA
778
HBK Sorce Advisory
Pennsylvania
$2.1M -$474K -10,485 -18%
IC
779
IEQ Capital
California
$2.1M +$12.2K +270 +0.6%
TI
780
Truepoint Inc
Ohio
$2.09M +$40.7K +900 +2%
FCA
781
FinTrust Capital Advisors
South Carolina
$2.07M -$317K -6,620 -13%
MWAM
782
Manhattan West Asset Management
California
$2.06M +$135K +2,995 +7%
FG
783
Fiduciary Group
Georgia
$2.06M +$480K +9,335 +30%
QCIG
784
Quad-Cities Investment Group
Iowa
$2.06M +$191K +4,225 +10%
BFM
785
Broadview Financial Management
Wisconsin
$2.04M -$140K -3,095 -6%
AIA
786
Arcadia Investment Advisors
Idaho
$2.04M -$5.43K -120 -0.3%
CFG
787
Cooper Financial Group
California
$2.04M +$2.49K +55 +0.1%
RRC
788
Relaxing Retirement Coach
Massachusetts
$2.03M +$272K +6,020 +15%
SGK
789
Steigerwald Gordon & Koch
Virginia
$2.03M -$47.7K -1,055 -2%
LWM
790
Lyell Wealth Management
California
$2.02M +$231K +5,115 +13%
MFC
791
Morris Financial Concepts
South Carolina
$2M +$38K +840 +2%
SAM
792
Silvercrest Asset Management
New York
$1.99M +$452 +10 +0%
GWS
793
Glassman Wealth Services
Virginia
$1.99M -$56.6K -1,250 -3%
P
794
Pitcairn
Pennsylvania
$1.99M -$567K -12,530 -22%
BHBT
795
Burke & Herbert Bank & Trust
Virginia
$1.99M +$146K +3,220 +8%
TPWA
796
TRUE Private Wealth Advisors
Oregon
$1.98M -$8.55M -188,980 -81%
CPC
797
Congress Park Capital
New York
$1.97M +$32.8K +725 +2%
RCG
798
Regatta Capital Group
California
$1.97M -$96.8K -2,140 -5%
SFI
799
SPC Financial Inc
Maryland
$1.96M +$450K +9,950 +30%
WP
800
WealthSource Partners
California
$1.96M -$1.41M -31,060 -42%