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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 %
JCM
876
Jacobi Capital Management
Pennsylvania
$2.14M -$6.01K -115 -0.3%
SAS
877
Stelac Advisory Services
New York
$2.13M -$304K -5,810 -12%
ASW
878
Astoria Strategic Wealth
Texas
$2.13M +$7.84K +150 +0.4%
JWS
879
Juncture Wealth Strategies
Arizona
$2.12M +$369K +7,065 +21%
CCM
880
Crew Capital Management
Ohio
$2.12M -$1.46M -27,960 -41%
PCMF
881
Private Capital Management (Florida)
Florida
$2.11M +$300K +5,745 +17%
SAM
882
Silvercrest Asset Management
New York
$2.11M +$184K +3,510 +10%
BHBT
883
Burke & Herbert Bank & Trust
Virginia
$2.08M -$47.3K -905 -2%
CBB
884
Citizens Business Bank
California
$2.07M +$11.8K +225 +0.6%
1IA
885
1834 Investment Advisors
Wisconsin
$2.07M +$34.8K +665 +2%
WSTAM
886
Wilbanks Smith & Thomas Asset Management
Virginia
$2.07M +$137K +2,615 +7%
GAM
887
GEM Asset Management
Michigan
$2.06M +$5.49K +105 +0.3%
PCA
888
Providence Capital Advisors
North Carolina
$2.06M +$113K +2,165 +6%
GGS
889
Galvin Gaustad & Stein
Arizona
$2.06M -$32.2K -615 -2%
FSWA
890
Financial Synergies Wealth Advisors
Texas
$2.05M -$60.4K -1,155 -3%
ACIM
891
Azimuth Capital Investment Management
Michigan
$2.04M +$150K +2,875 +8%
Legal & General Group
892
Legal & General Group
United Kingdom
$2.04M +$575K +11,000 +39%
NFP
893
NorthLanding Financial Partners
New York
$2.03M -$2.31M -44,245 -53%
OP
894
ORG Partners
Indiana
$2.02M +$2.02M +38,485 New
MOACM
895
Mutual of America Capital Management
New York
$2.02M +$522K +9,980 +35%
EWM
896
Endurance Wealth Management
Rhode Island
$2.01M +$16.5K +315 +0.8%
QCM
897
Quantinno Capital Management
New York
$2.01M +$2.01M +38,395 New
TGAM
898
TBH Global Asset Management
Tennessee
$2.01M -$223K -4,255 -10%
B
899
Bensler
Washington
$1.99M -$40.3K -770 -2%
OCM
900
Objective Capital Management
Ohio
$1.97M -$55.2K -1,055 -3%