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iShares Core S&P Mid-Cap ETF

1,919 hedge funds and large institutions have $53.8B invested in iShares Core S&P Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 751 increasing their positions, 676 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,919
Holders Change
+158
Holders Change %
+8.97%
% of All Funds
30.96%
Holding in Top 10
345
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+13.49%
% of All Funds
5.57%
New
244
Increased
751
Reduced
676
Closed
55
Calls
$10.9M
Puts
$41.6M
Net Calls
-$30.6M
Net Calls Change
-$38.3M
Name Holding Trade Value Shares
Change
Shares
Change %
LNWWM
826
Laird Norton Wetherby Wealth Management
California
$2.24M +$239K +4,930 +12%
HCA
827
Heck Capital Advisors
Wisconsin
$2.24M +$1.17M +24,165 +110%
RF
828
Rollins Financial
Georgia
$2.24M +$78.1K +1,615 +4%
MFG
829
Merit Financial Group
Georgia
$2.23M +$849K +17,540 +61%
BFO
830
Biltmore Family Office
North Carolina
$2.23M -$160K -3,310 -7%
UBV
831
United Bank (Virginia)
Virginia
$2.22M +$134K +2,775 +6%
SWM
832
SigFig Wealth Management
California
$2.22M +$60.9K +1,255 +3%
EI
833
Ellevest Inc
New York
$2.22M +$165K +3,415 +8%
SOS
834
Silver Oak Securities
Tennessee
$2.22M +$1.84M +38,045 +492%
E
835
ETFidea
New York
$2.21M -$39.2K -810 -2%
RWRC
836
R.W. Roge & Company
New York
$2.21M -$182K -3,760 -8%
GC
837
Guggenheim Capital
Illinois
$2.2M -$199K -4,120 -8%
SGK
838
Steigerwald Gordon & Koch
Virginia
$2.2M -$968 -20 -0%
CTFG
839
Capstone Triton Financial Group
Oklahoma
$2.2M +$2.2M +45,505 New
PAM
840
Palisade Asset Management
Minnesota
$2.2M +$833K +17,225 +61%
GGS
841
Galvin Gaustad & Stein
Arizona
$2.17M -$14.2M -294,245 -87%
HNWAG
842
High Net Worth Advisory Group
Florida
$2.17M -$541K -11,180 -20%
CA
843
Continuum Advisory
Idaho
$2.17M +$909K +18,790 +72%
WMWM
844
Whitaker-Myers Wealth Managers
Ohio
$2.15M +$2.15M +44,500 New
JWWM
845
Johnson & White Wealth Management
Pennsylvania
$2.14M +$1.93M +117,130 +943%
CSPIA
846
Cary Street Partners Investment Advisory
Virginia
$2.13M -$242 -5 -0%
AIA
847
Arcadia Investment Advisors
Idaho
$2.11M -$97.7K -2,020 -4%
AAG
848
Armstrong Advisory Group
Massachusetts
$2.1M +$2.1M +43,465 New
GPI
849
General Partner Inc
Pennsylvania
$2.09M +$2.09M +43,300 New
BFW
850
Brady Family Wealth
Missouri
$2.09M +$2.09M +43,250 New