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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 %
PIA
801
Perennial Investment Advisors
California
$2.66M +$2.62K +50 +0.1%
TAM
802
Townsend Asset Management
North Carolina
$2.65M +$4.45K +85 +0.2%
CPC
803
Congress Park Capital
New York
$2.65M -$47.3K -905 -2%
BFO
804
Boston Family Office
Massachusetts
$2.63M +$65.4K +1,250 +3%
HCA
805
Heck Capital Advisors
Wisconsin
$2.63M +$656K +12,540 +33%
PCA
806
Pallas Capital Advisors
Massachusetts
$2.61M +$2.27M +42,280 +659%
BRM
807
Boston Research & Management
Massachusetts
$2.61M +$18.3K +350 +0.7%
AFP
808
Alpha Financial Partners
Kentucky
$2.61M -$685K -13,105 -21%
LCOV
809
London Company of Virginia
Virginia
$2.6M -$8.03M -153,470 -76%
PG
810
Patten Group
Tennessee
$2.6M -$2.88K -55 -0.1%
ATWA
811
Arbor Trust Wealth Advisors
Michigan
$2.59M -$32.7K -625 -1%
BAM
812
Belpointe Asset Management
Nevada
$2.58M -$551K -10,540 -18%
NEPWA
813
New England Private Wealth Advisors
Massachusetts
$2.57M +$6.28K +120 +0.2%
BFO
814
Biltmore Family Office
North Carolina
$2.56M +$387K +7,405 +18%
CFC
815
Client First Capital
California
$2.55M +$10.7K +205 +0.4%
IC
816
IEQ Capital
California
$2.53M +$8.63K +165 +0.3%
BFG
817
Beacon Financial Group
Texas
$2.53M -$11.4K -220 -0.4%
AF
818
Apexium Financial
Texas
$2.52M -$42.6K -815 -2%
PCA
819
Prosperity Capital Advisors
Ohio
$2.51M +$1.8M +34,355 +251%
PRWA
820
Platte River Wealth Advisors
Colorado
$2.5M +$231K +4,420 +10%
TI
821
Truepoint Inc
Ohio
$2.49M +$73K +1,395 +3%
SIAS
822
Summit Investment Advisory Services
Minnesota
$2.47M +$49.9K +955 +2%
CIS
823
Continental Investors Services
Washington
$2.47M +$1.29M +24,245 +110%
E
824
ETFidea
New York
$2.47M +$132K +2,520 +6%
6F
825
626 Financial
Michigan
$2.45M +$1.62M +30,925 +193%