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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 %
TIA
926
Tiemann Investment Advisors
California
$1.33M -$255K -5,820 -16%
PWMG
927
Pinnacle Wealth Management Group
Michigan
$1.33M +$1.33M +30,210 New
WTB
928
Washington Trust Bank
Washington
$1.32M +$1.1K +25 +0.1%
BBA
929
BLB&B Advisors
Pennsylvania
$1.32M +$313K +7,145 +31%
TFF
930
The Family Firm
Maryland
$1.31M -$1.75K -40 -0.1%
IAS
931
Investment Advisory Services
Texas
$1.31M -$244K -5,565 -16%
RMCM
932
Reynders McVeigh Capital Management
Massachusetts
$1.31M -$8.77K -200 -0.7%
MOACM
933
Mutual of America Capital Management
New York
$1.3M +$410K +9,340 +46%
APP
934
Avantax Planning Partners
Iowa
$1.3M +$35.7K +815 +3%
ONST
935
Old North State Trust
North Carolina
$1.29M +$1.29M +29,310 +97,700%
AFC
936
AFT Forsyth & Company
Florida
$1.28M
SWM
937
Shakespeare Wealth Management
Wisconsin
$1.28M +$1.28M +29,130 New
RFG
938
Range Financial Group
Oregon
$1.26M -$3.73K -85 -0.3%
FWP
939
FAS Wealth Partners
Kansas
$1.26M -$8.55K -195 -0.7%
CCM
940
Condor Capital Management
New Jersey
$1.26M -$69.1K -1,575 -5%
WEG
941
World Equity Group
Illinois
$1.25M -$12.7K -290 -1%
MFG
942
Merit Financial Group
Georgia
$1.25M +$60.5K +1,380 +5%
CPP
943
Capasso Planning Partners
South Carolina
$1.25M -$80.1K -1,825 -6%
FMC
944
First Merchants Corp
Indiana
$1.25M +$114K +2,610 +10%
MWA
945
Motive Wealth Advisors
Michigan
$1.25M
XF
946
XML Financial
Maryland
$1.25M +$14K +320 +1%
WPC
947
Wedmont Private Capital
Pennsylvania
$1.24M +$198K +4,515 +19%
OPA
948
Old Port Advisors
Maine
$1.24M -$23.4K -500 -2%
KL
949
KWMG LLC
Kansas
$1.24M +$36.6K +835 +3%
TPWA
950
TRUE Private Wealth Advisors
Oregon
$1.24M -$681K -15,525 -36%