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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 %
MA
801
Mutual Advisors
Nebraska
$2.5M +$84.6K +1,690 +3%
PG
802
Patten Group
Tennessee
$2.49M -$10.3K -205 -0.4%
BRM
803
Boston Research & Management
Massachusetts
$2.48M -$114K -2,285 -4%
BFO
804
Boston Family Office
Massachusetts
$2.46M -$15.5K -310 -0.6%
AF
805
Apexium Financial
Texas
$2.45M -$122K -2,440 -5%
NEPWA
806
New England Private Wealth Advisors
Massachusetts
$2.45M +$8.76K +175 +0.4%
CFC
807
Client First Capital
California
$2.43M -$755K -15,095 -24%
MSAM
808
Moloney Securities Asset Management
Missouri
$2.43M -$20.5K -410 -0.8%
IC
809
IEQ Capital
California
$2.42M +$103K +2,050 +4%
BFG
810
Beacon Financial Group
Texas
$2.41M -$98.7K -2,000 -4%
American Century Companies
811
American Century Companies
Missouri
$2.4M +$350K +7,000 +17%
RRC
812
Relaxing Retirement Coach
Massachusetts
$2.37M +$3K +60 +0.1%
RF
813
Rollins Financial
Georgia
$2.37M +$61K +1,220 +3%
Bank Julius Baer & Co
814
Bank Julius Baer & Co
Switzerland
$2.36M -$10.1M -201,375 -81%
PAM
815
Palisade Asset Management
Minnesota
$2.35M +$74.5K +1,490 +3%
SAS
816
Stelac Advisory Services
New York
$2.33M -$53.3K -1,065 -2%
MCC
817
Money Concepts Capital
Florida
$2.32M +$2.05M +787,975 +753%
SIAS
818
Summit Investment Advisory Services
Minnesota
$2.32M -$88.1K -1,760 -4%
TI
819
Truepoint Inc
Ohio
$2.31M -$4.25K -85 -0.2%
KIA
820
KCM Investment Advisors
California
$2.31M +$416K +8,305 +22%
9WM
821
9258 Wealth Management
Ohio
$2.3M -$46K -920 -2%
CTFG
822
Capstone Triton Financial Group
Oklahoma
$2.3M +$20.8K +415 +0.9%
CS
823
Credit Suisse
Switzerland
$2.3M +$855K +17,080 +59%
SOS
824
Silver Oak Securities
Tennessee
$2.29M -$5.75K -115 -0.3%
GC
825
Guggenheim Capital
Illinois
$2.28M