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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 %
LNWWM
826
Laird Norton Wetherby Wealth Management
California
$2.26M -$52K -1,040 -2%
BFM
827
Broadview Financial Management
Wisconsin
$2.26M +$105K +2,105 +5%
UBV
828
United Bank (Virginia)
Virginia
$2.25M -$44K -880 -2%
MFG
829
Merit Financial Group
Georgia
$2.24M -$72.1K -1,440 -3%
SF
830
Summit Financial
New Jersey
$2.24M +$151K +3,010 +7%
E
831
ETFidea
New York
$2.23M -$52.3K -1,045 -2%
BJL
832
Brighton Jones LLC
Washington
$2.2M +$176K +3,520 +9%
HF
833
HRT Financial
New York
$2.19M -$6.89M -137,730 -76%
FCP
834
Fidelis Capital Partners
Florida
$2.19M +$1.85M +37,620 +534%
HNWAG
835
High Net Worth Advisory Group
Florida
$2.19M -$52K -1,040 -2%
CSPIA
836
Cary Street Partners Investment Advisory
Virginia
$2.19M -$12.3K -245 -0.6%
BONH
837
Bank of New Hampshire
New Hampshire
$2.18M +$25.3K +505 +1%
PRWA
838
Platte River Wealth Advisors
Colorado
$2.17M -$537K -10,735 -20%
BFW
839
Brady Family Wealth
Missouri
$2.17M +$2.5K +50 +0.1%
TC
840
TownSquare Capital
Utah
$2.16M -$224K -4,470 -9%
CA
841
Continuum Advisory
Idaho
$2.16M -$76.8K -1,535 -3%
VIM
842
Vista Investment Management
Pennsylvania
$2.16M +$25.3K +505 +1%
GWS
843
Glassman Wealth Services
Virginia
$2.15M -$1.5K -30 -0.1%
NB
844
NBT Bank
New York
$2.14M -$750 -15 -0%
GPI
845
General Partner Inc
Pennsylvania
$2.14M
TGAM
846
TBH Global Asset Management
Tennessee
$2.13M +$76.8K +1,535 +4%
DFA
847
Delta Financial Advisors
Louisiana
$2.12M -$383K -7,660 -15%
CCG
848
Cypress Capital Group
Florida
$2.12M -$6K -120 -0.3%
SGK
849
Steigerwald Gordon & Koch
Virginia
$2.11M -$168K -3,350 -7%
WS
850
Wedbush Securities
California
$2.11M +$201K +4,020 +11%