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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 %
WSTAM
876
Wilbanks Smith & Thomas Asset Management
Virginia
$1.55M +$280K +6,375 +22%
KBFS
877
Kohmann Bosshard Financial Services
Ohio
$1.55M -$5.7K -130 -0.4%
CSIC
878
Clifford Swan Investment Counsel
California
$1.54M
KFGK
879
Keystone Financial Group (Kentucky)
Kentucky
$1.54M -$98.4K -2,245 -6%
EK
880
Evensky & Katz
Florida
$1.51M +$658 +15 +0%
CRC
881
Curi RMB Capital
Illinois
$1.5M -$886K -20,200 -37%
MW
882
Marcum Wealth
Ohio
$1.5M -$121K -2,765 -7%
BWM
883
BigSur Wealth Management
Florida
$1.5M
RWA
884
Ropes Wealth Advisors
Massachusetts
$1.5M +$161K +3,675 +12%
RG
885
Rathbones Group
United Kingdom
$1.5M +$877 +20 +0.1%
FAM
886
Forte Asset Management
New York
$1.5M -$52.2K -1,190 -3%
BF
887
Blankinship & Foster
California
$1.49M -$30.3K -690 -2%
BB
888
Berkshire Bank
Massachusetts
$1.49M -$5.48K -125 -0.4%
PTC
889
Philadelphia Trust Company
Pennsylvania
$1.49M -$27.4K -625 -2%
PPP
890
Private Portfolio Partners
New Jersey
$1.49M +$51.7K +1,180 +4%
SIC
891
Samalin Investment Counsel
New York
$1.48M +$4.17K +95 +0.3%
CFO
892
Colony Family Offices
North Carolina
$1.48M +$1.48M +33,705 New
GC
893
Gilbert & Cook
Iowa
$1.47M -$6.38K -135 -0.4%
CG
894
Corundum Group
Colorado
$1.47M +$557K +12,690 +61%
CC
895
Cadinha & Co
Hawaii
$1.47M -$57.5K -1,310 -4%
MMHP
896
Murphy Middleton Hinkle & Parker
Georgia
$1.47M +$219 +5 +0%
GWM
897
Geneos Wealth Management
Colorado
$1.46M -$360K -8,220 -20%
FFW
898
Fusion Family Wealth
New York
$1.46M +$882K +16,760 +152%
NF
899
Nikulski Financial
Iowa
$1.46M +$129K +2,940 +10%
ACM
900
Ategra Capital Management
Virginia
$1.46M +$53.3K +1,215 +4%