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iShares Core S&P Mid-Cap ETF

1,788 hedge funds and large institutions have $40.5B invested in iShares Core S&P Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 772 increasing their positions, 660 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,788
Holders Change
-45
Holders Change %
-2.45%
% of All Funds
30.23%
Holding in Top 10
308
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.22%
% of All Funds
5.21%
New
92
Increased
772
Reduced
660
Closed
113
Calls
$14.7M
Puts
$7.33M
Net Calls
+$7.37M
Net Calls Change
-$26.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PCMF
851
Private Capital Management (Florida)
Florida
$1.76M +$28.1K +620 +2%
OFS
852
Oldfather Financial Services
Nebraska
$1.75M +$1.95K +40 +0.1%
BFA
853
Beacon Financial Advisory
Ohio
$1.75M +$31K +685 +2%
TLFA
854
True Link Financial Advisors
California
$1.74M -$16.1K -355 -0.9%
EWM
855
Endurance Wealth Management
Rhode Island
$1.73M -$14.7K -325 -0.8%
SPIO
856
Seven Post Investment Office
California
$1.72M +$1.72M +38,025 New
HS
857
Horan Securities
United States
$1.72M -$67.3K -1,465 -4%
NEGWA
858
New England Guild Wealth Advisors
Connecticut
$1.71M +$447K +9,890 +35%
ACIM
859
Azimuth Capital Investment Management
Michigan
$1.71M +$1.71M +37,775 New
KIA
860
KCM Investment Advisors
California
$1.7M -$18.5K -410 -1%
CCMD
861
Cypress Capital Management (Delaware)
Delaware
$1.69M -$139K -3,075 -8%
BWM
862
BerganKDV Wealth Management
Minnesota
$1.69M -$81.7K -1,805 -5%
KFGK
863
Keystone Financial Group (Kentucky)
Kentucky
$1.69M -$39.1K -865 -2%
NCG
864
Newport Capital Group
New Jersey
$1.69M
MW
865
Marcum Wealth
Ohio
$1.68M +$19.2K +425 +1%
PA
866
Parallel Advisors
California
$1.66M -$154K -3,410 -8%
IP
867
Ignite Planners
California
$1.66M -$111K -2,395 -6%
AA
868
Advisory Alpha
Michigan
$1.65M -$98.4K -2,175 -6%
AF
869
Advisornet Financial
Minnesota
$1.64M +$27.6K +610 +2%
CS
870
Credit Suisse
Switzerland
$1.64M +$247K +5,470 +18%
TIA
871
Tiemann Investment Advisors
California
$1.64M -$11.3K -250 -0.7%
BA
872
Ballew Advisors
Mississippi
$1.63M +$39.9K +885 +3%
FHA
873
Flagship Harbor Advisors
Massachusetts
$1.63M +$68.6K +1,515 +4%
USCWA
874
U.S. Capital Wealth Advisors
Texas
$1.62M +$1.58K +35 +0.1%
CA
875
Claro Advisors
Massachusetts
$1.62M +$154K +3,405 +10%