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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 %
ACIM
851
Azimuth Capital Investment Management
Michigan
$1.66M
BFA
852
Beacon Financial Advisory
Ohio
$1.65M -$46.5K -1,060 -3%
EWM
853
Endurance Wealth Management
Rhode Island
$1.65M -$34.6K -790 -2%
KIA
854
KCM Investment Advisors
California
$1.65M -$5.48K -125 -0.3%
BWM
855
BerganKDV Wealth Management
Minnesota
$1.65M +$7.9K +180 +0.5%
PCA
856
Providence Capital Advisors
North Carolina
$1.63M -$759K -17,305 -32%
IP
857
Investment Partners
Ohio
$1.63M +$157K +3,570 +11%
AA
858
Advisory Alpha
Michigan
$1.62M +$28.7K +655 +2%
CA
859
Claro Advisors
Massachusetts
$1.62M
TH
860
TCTC Holdings
Texas
$1.61M +$58.5K +1,335 +4%
CFFP
861
Center for Financial Planning
Michigan
$1.61M -$237K -5,410 -13%
CAL
862
Capital Advisors Ltd
Ohio
$1.61M +$127K +2,900 +9%
MA
863
Mutual Advisors
Nebraska
$1.61M +$310K +7,070 +24%
WT
864
Washington Trust
Rhode Island
$1.6M +$571K +13,020 +56%
USCWA
865
U.S. Capital Wealth Advisors
Texas
$1.59M +$18.6K +425 +1%
FHA
866
Flagship Harbor Advisors
Massachusetts
$1.59M +$6.36K +145 +0.4%
KWM
867
Kaydan Wealth Management
Michigan
$1.58M +$368K +8,390 +30%
OFS
868
Oldfather Financial Services
Nebraska
$1.58M
AF
869
Advisornet Financial
Minnesota
$1.58M -$17.3K -395 -1%
AAMC
870
Asset Allocation & Management Company
Illinois
$1.57M
PCMF
871
Private Capital Management (Florida)
Florida
$1.57M -$137K -3,120 -8%
PGWM
872
Pitti Group Wealth Management
New York
$1.57M +$39K +890 +3%
BFC
873
Bedel Financial Consulting
Indiana
$1.57M +$51K +1,055 +3%
NEGWA
874
New England Guild Wealth Advisors
Connecticut
$1.56M -$100K -2,285 -6%
WGCA
875
Wolf Group Capital Advisors
Virginia
$1.56M -$6.8K -155 -0.4%