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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 %
WS
851
Wedbush Securities
California
$2.24M +$33.7K +645 +2%
WA
852
Waverly Advisors
Alabama
$2.24M +$279K +5,335 +14%
NB
853
NBT Bank
New York
$2.23M -$6.01K -115 -0.3%
CCG
854
Cypress Capital Group
Florida
$2.23M +$16.7K +320 +0.8%
HS
855
Horan Securities
United States
$2.23M +$85.2K +1,630 +4%
CL
856
Choreo LLC
Illinois
$2.23M +$69.8K +1,335 +3%
BMCM
857
Bryn Mawr Capital Management
Pennsylvania
$2.22M +$148K +2,835 +7%
DFA
858
Delta Financial Advisors
Louisiana
$2.22M
UBV
859
United Bank (Virginia)
Virginia
$2.22M -$136K -2,600 -6%
KP
860
Keel Point
Alabama
$2.22M +$31.4K +600 +1%
ECM
861
Evergreen Capital Management
Washington
$2.21M +$590K +11,280 +37%
BWL
862
Bogart Wealth LLC
Virginia
$2.2M
KIA
863
KCM Investment Advisors
California
$2.2M -$214K -4,085 -9%
CA
864
Claro Advisors
Massachusetts
$2.19M +$163K +3,120 +8%
CAL
865
Capital Advisors Ltd
Ohio
$2.19M +$76.6K +1,465 +4%
SGK
866
Steigerwald Gordon & Koch
Virginia
$2.18M -$30.3K -580 -1%
EFL
867
ERn Financial LLC
Wisconsin
$2.17M -$27.5K -525 -1%
RT
868
Rockland Trust
Massachusetts
$2.17M -$586K -11,210 -21%
SW
869
SlateStone Wealth
Florida
$2.17M +$53.9K +1,030 +3%
9WM
870
9258 Wealth Management
Ohio
$2.16M -$246K -4,695 -10%
RWP
871
Revolve Wealth Partners
New Jersey
$2.16M -$485K -9,265 -18%
SYBT
872
Stock Yards Bank & Trust
Kentucky
$2.15M -$20.7K -395 -1%
BJL
873
Brighton Jones LLC
Washington
$2.14M -$156K -2,990 -7%
NCM
874
Next Capital Management
New York
$2.14M +$57.3K +1,095 +3%
PA
875
PSI Advisors
Florida
$2.14M -$14.6K -280 -0.7%