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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 %
FCP
776
Fidelis Capital Partners
Florida
$2.95M +$611K +11,690 +26%
ST
777
Sabal Trust
Florida
$2.93M -$18.6K -355 -0.6%
FCA
778
FLC Capital Advisors
California
$2.91M -$62K -1,185 -2%
PAG
779
Paladin Advisory Group
Iowa
$2.9M -$129K -2,475 -4%
CAM
780
Cozad Asset Management
Illinois
$2.88M +$10.5K +200 +0.4%
FIM
781
Fernwood Investment Management
Massachusetts
$2.86M +$82.9K +1,625 +3%
HSA
782
HBK Sorce Advisory
Pennsylvania
$2.86M -$243K -4,650 -8%
SFG
783
SevenBridge Financial Group
Pennsylvania
$2.85M +$60.7K +1,160 +2%
CL
784
COWA LLC
Oklahoma
$2.85M -$397M -7,575,960 -99%
QCIG
785
Quad-Cities Investment Group
Iowa
$2.84M +$148K +2,835 +6%
GFP
786
Gryphon Financial Partners
Ohio
$2.83M +$5.49K +105 +0.2%
EI
787
Ellevest Inc
New York
$2.81M +$61.5K +1,175 +2%
MWM
788
Meridian Wealth Management
Kentucky
$2.81M +$70.6K +1,350 +3%
HWMT
789
Heritage Wealth Management (Texas)
Texas
$2.77M -$117K -2,240 -4%
CAG
790
Crestwood Advisors Group
Massachusetts
$2.76M +$111K +2,130 +4%
MCC
791
Money Concepts Capital
Florida
$2.76M -$43.9M -839,970 -94%
TC
792
TownSquare Capital
Utah
$2.76M +$494K +9,455 +22%
LA
793
Legacy Advisors
Pennsylvania
$2.75M +$127K +2,420 +5%
CPRC
794
Consolidated Portfolio Review Corp
New York
$2.75M -$157K -2,995 -5%
HPC
795
HM Payson & Co
Maine
$2.75M -$35.8K -685 -1%
PAM
796
Palisade Asset Management
Minnesota
$2.74M +$284K +5,425 +12%
GHA
797
GW Henssler & Associates
Georgia
$2.71M +$14.4K +275 +0.5%
UF
798
Univest Financial
Pennsylvania
$2.71M -$68K -1,300 -2%
WAM
799
Weinberger Asset Management
California
$2.7M -$153K -2,930 -5%
GWA
800
GGM Wealth Advisors
Maryland
$2.68M +$2.68M +50,410 New