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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 %
FPAS
826
Focus Partners Advisor Solutions
Missouri
$2.42M +$1.01M +19,375 +72%
SWM
827
SigFig Wealth Management
California
$2.42M +$2.42M +46,570 New
HIA
828
HTG Investment Advisors
Connecticut
$2.42M +$364K +6,955 +18%
RRC
829
Relaxing Retirement Coach
Massachusetts
$2.41M -$74.3K -1,420 -3%
SOS
830
Silver Oak Securities
Tennessee
$2.4M +$11K +210 +0.5%
IGWM
831
ICA Group Wealth Management
Colorado
$2.4M +$1.17M +22,425 +96%
CTFG
832
Capstone Triton Financial Group
Oklahoma
$2.39M -$9.68K -185 -0.4%
GC
833
Guggenheim Capital
Illinois
$2.38M
BONH
834
Bank of New Hampshire
New Hampshire
$2.38M +$105K +2,005 +5%
BFM
835
Broadview Financial Management
Wisconsin
$2.37M +$9.15K +175 +0.4%
AT
836
Arvest Trust
Oklahoma
$2.37M +$183K +3,350 +8%
LNWWM
837
Laird Norton Wetherby Wealth Management
California
$2.36M
JIC
838
Joel Isaacson & Co
New York
$2.36M +$320K +6,110 +16%
MSAM
839
Moloney Securities Asset Management
Missouri
$2.35M -$184K -3,525 -7%
ASFA
840
All Season Financial Advisors
Colorado
$2.34M +$871K +16,645 +59%
Susquehanna International Group
841
Susquehanna International Group
Pennsylvania
$2.34M +$1.09M +20,865 +88%
WC
842
Waterloo Capital
Texas
$2.33M +$1.93M +36,910 +488%
MFG
843
Merit Financial Group
Georgia
$2.32M -$18.8K -360 -0.8%
GPI
844
General Partner Inc
Pennsylvania
$2.26M
VIM
845
Vista Investment Management
Pennsylvania
$2.26M -$2.09K -40 -0.1%
CA
846
Continuum Advisory
Idaho
$2.25M -$6.01K -115 -0.3%
GWS
847
Glassman Wealth Services
Virginia
$2.25M
BFW
848
Brady Family Wealth
Missouri
$2.25M -$14.9K -285 -0.7%
KWM
849
Kaydan Wealth Management
Michigan
$2.25M +$206K +3,930 +10%
FFA
850
Farther Finance Advisors
California
$2.24M +$550K +10,510 +32%