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iShares Core S&P Mid-Cap ETF

1,761 hedge funds and large institutions have $40.7B invested in iShares Core S&P Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 734 increasing their positions, 645 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,761
Holders Change
-27
Holders Change %
-1.51%
% of All Funds
30.45%
Holding in Top 10
304
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.3%
% of All Funds
5.26%
New
77
Increased
734
Reduced
645
Closed
76
Calls
$34.7M
Puts
$27M
Net Calls
+$7.69M
Net Calls Change
+$319K
Name Holding Trade Value Shares
Change
Shares
Change %
HS
826
Horan Securities
United States
$1.78M +$134K +3,060 +8%
Legal & General Group
827
Legal & General Group
United Kingdom
$1.78M +$1.38M +31,450 +349%
ASW
828
Astoria Strategic Wealth
Texas
$1.77M -$1.04M -23,655 -37%
B
829
Bensler
Washington
$1.77M +$21.7K +495 +1%
FSWA
830
Financial Synergies Wealth Advisors
Texas
$1.75M +$658 +15 +0%
MFC
831
Morris Financial Concepts
South Carolina
$1.74M -$197K -4,495 -10%
BFEC
832
Benjamin F. Edwards & Company
Missouri
$1.74M -$1.54K -35 -0.1%
WIM
833
WealthPlan Investment Management
Nebraska
$1.73M +$1.73M +34,955 New
1IA
834
1834 Investment Advisors
Wisconsin
$1.73M -$53.9K -1,230 -3%
TC
835
TownSquare Capital
Utah
$1.73M -$924K -21,070 -35%
WP
836
WealthSource Partners
California
$1.72M -$177K -4,030 -9%
IP
837
Ignite Planners
California
$1.72M +$103K +2,275 +6%
WOSD
838
WFA of San Diego
California
$1.72M -$58.8K -1,340 -3%
CCMD
839
Cypress Capital Management (Delaware)
Delaware
$1.71M +$75.9K +1,730 +5%
OWA
840
One Wealth Advisors
California
$1.71M -$705K -16,085 -29%
KW
841
KWB Wealth
California
$1.7M -$82.9K -1,890 -5%
WA
842
Waverly Advisors
Alabama
$1.7M -$50K -1,140 -3%
WS
843
Wedbush Securities
California
$1.7M -$168K -3,825 -9%
BHBT
844
Burke & Herbert Bank & Trust
Virginia
$1.7M -$226K -5,155 -12%
CI
845
Cambiar Investors
Colorado
$1.69M -$142K -3,230 -8%
WWA
846
WC Walker & Associates
California
$1.69M +$1.1M +23,110 +186%
CBB
847
Citizens Business Bank
California
$1.69M -$416K -9,495 -20%
TLFA
848
True Link Financial Advisors
California
$1.69M -$3.07K -70 -0.2%
SWM
849
Southern Wealth Management
Texas
$1.67M +$345K +7,115 +26%
BA
850
Ballew Advisors
Mississippi
$1.66M +$34.7K +770 +2%