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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 %
AWM
901
Accurate Wealth Management
Florida
$1.97M +$545K +10,210 +38%
CFFP
902
Center for Financial Planning
Michigan
$1.96M -$149K -2,855 -7%
PGWM
903
Pitti Group Wealth Management
New York
$1.96M +$8.37K +160 +0.4%
FCA
904
FinTrust Capital Advisors
South Carolina
$1.95M
BA
905
Ballew Advisors
Mississippi
$1.94M
PPP
906
Private Portfolio Partners
New Jersey
$1.94M +$36.6K +700 +2%
AIA
907
Arcadia Investment Advisors
Idaho
$1.93M -$3.66K -70 -0.2%
ACM
908
Ategra Capital Management
Virginia
$1.93M +$197K +3,765 +11%
SIC
909
Samalin Investment Counsel
New York
$1.92M -$30.9K -590 -2%
PCMC
910
Private Capital Management (Colorado)
Colorado
$1.92M -$62.8K -1,200 -3%
FIA
911
Foundations Investment Advisors
Arizona
$1.92M +$1.67M +31,860 +664%
CW
912
CIC Wealth
Maryland
$1.91M +$4.97K +95 +0.3%
Kayne Anderson Rudnick Investment Management
913
Kayne Anderson Rudnick Investment Management
California
$1.9M -$766K -14,645 -29%
WGCA
914
Wolf Group Capital Advisors
Virginia
$1.9M +$163K +3,370 +9%
MAM
915
MMA Asset Management
Pennsylvania
$1.89M +$243K +4,650 +15%
GWM
916
Geneos Wealth Management
Colorado
$1.89M +$150K +2,860 +9%
CS
917
Credit Suisse
Switzerland
$1.89M -$511K -9,765 -21%
SCA
918
St. Clair Advisors
Ohio
$1.88M +$64.1K +1,225 +4%
KBFS
919
Kohmann Bosshard Financial Services
Ohio
$1.88M -$4.18K -80 -0.2%
TRCT
920
Tower Research Capital (TRC)
New York
$1.86M -$7.47M -142,755 -80%
AAMC
921
Asset Allocation & Management Company
Illinois
$1.86M
DPI
922
Diversified Portfolios Inc
Michigan
$1.85M +$77.7K +1,485 +4%
NF
923
Nikulski Financial
Iowa
$1.85M +$14.6K +280 +0.8%
RG
924
Rathbones Group
United Kingdom
$1.85M +$76.4K +1,460 +4%
HNWAG
925
High Net Worth Advisory Group
Florida
$1.85M -$436K -8,335 -19%