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iShares Core S&P Mid-Cap ETF

1,904 hedge funds and large institutions have $48.9B invested in iShares Core S&P Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 761 increasing their positions, 759 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,904
Holders Change
-15
Holders Change %
-0.78%
% of All Funds
30.47%
Holding in Top 10
329
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-4.64%
% of All Funds
5.27%
New
107
Increased
761
Reduced
759
Closed
81
Calls
$14.8M
Puts
$8.08M
Net Calls
+$6.73M
Net Calls Change
+$37.4M
Name Holding Trade Value Shares
Change
Shares
Change %
GAM
876
GEM Asset Management
Michigan
$1.97M +$6.76K +135 +0.3%
HIA
877
HTG Investment Advisors
Connecticut
$1.97M +$401K +8,005 +26%
SG Americas Securities
878
SG Americas Securities
New York
$1.96M +$1.15M +23,015 +142%
SWM
879
Southern Wealth Management
Texas
$1.96M +$5.75K +115 +0.3%
FCA
880
FinTrust Capital Advisors
South Carolina
$1.95M
JIC
881
Joel Isaacson & Co
New York
$1.95M +$72.5K +1,450 +4%
KWM
882
Kaydan Wealth Management
Michigan
$1.95M +$121K +2,410 +7%
1IA
883
1834 Investment Advisors
Wisconsin
$1.95M -$20.8K -415 -1%
CA
884
Claro Advisors
Massachusetts
$1.94M +$36.8K +735 +2%
B
885
Bensler
Washington
$1.94M -$25.5K -510 -1%
OCM
886
Objective Capital Management
Ohio
$1.94M -$47.8K -955 -2%
FHA
887
Flagship Harbor Advisors
Massachusetts
$1.93M +$46K +920 +2%
RCG
888
Regatta Capital Group
California
$1.92M
EWM
889
Endurance Wealth Management
Rhode Island
$1.91M +$48.8K +975 +3%
BWM
890
BerganKDV Wealth Management
Minnesota
$1.9M -$24.3K -485 -1%
PCMC
891
Private Capital Management (Colorado)
Colorado
$1.9M +$380K +7,600 +25%
FTWA
892
Fifth Third Wealth Advisors
Ohio
$1.89M +$1.89M +47,965 New
HCA
893
Heck Capital Advisors
Wisconsin
$1.88M -$427K -8,535 -18%
BA
894
Ballew Advisors
Mississippi
$1.88M +$77K +1,500 +4%
WA
895
Waverly Advisors
Alabama
$1.87M +$100K +2,000 +6%
SFS
896
Sowell Financial Services
Arkansas
$1.87M -$1.64M -32,865 -47%
PGWM
897
Pitti Group Wealth Management
New York
$1.87M +$7.01K +140 +0.4%
SIC
898
Samalin Investment Counsel
New York
$1.87M -$101K -2,025 -5%
PCA
899
Providence Capital Advisors
North Carolina
$1.86M -$100K -2,000 -5%
AIA
900
Arcadia Investment Advisors
Idaho
$1.85M -$328K -6,560 -15%