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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 %
NCG
926
Newport Capital Group
New Jersey
$1.85M +$1.85M +35,315 New
CSIC
927
Clifford Swan Investment Counsel
California
$1.84M
OFG
928
Oxford Financial Group
Indiana
$1.83M +$445K +8,510 +32%
RCG
929
Regatta Capital Group
California
$1.81M -$265K -5,065 -13%
CFO
930
Colony Family Offices
North Carolina
$1.8M
AF
931
Advisornet Financial
Minnesota
$1.8M -$784 -15 -0%
BWCS
932
Beirne Wealth Consulting Services
Connecticut
$1.8M +$739K +14,105 +70%
BFA
933
Beacon Financial Advisory
Ohio
$1.79M -$113K -2,160 -6%
BWM
934
BigSur Wealth Management
Florida
$1.79M
LC
935
LCNB Corp
Ohio
$1.79M -$146K -2,800 -8%
IAS
936
Investment Advisory Services
Texas
$1.78M +$279K +5,330 +19%
WP
937
WealthSource Partners
California
$1.78M +$31.9K +610 +2%
PTC
938
Philadelphia Trust Company
Pennsylvania
$1.78M
IP
939
Investment Partners
Ohio
$1.77M +$2.09K +40 +0.1%
WTB
940
Washington Trust Bank
Washington
$1.77M +$262K +5,010 +17%
BFEC
941
Benjamin F. Edwards & Company
Missouri
$1.76M +$38.4K +735 +2%
CG
942
Corundum Group
Colorado
$1.76M
IP
943
Ignite Planners
California
$1.75M +$30.1K +580 +2%
AWA
944
Amplius Wealth Advisors
Pennsylvania
$1.75M -$23K -440 -1%
EB
945
Exchange Bank
California
$1.75M +$1.75M +33,435 New
CRC
946
Curi RMB Capital
Illinois
$1.74M +$14.9K +285 +0.9%
LB
947
Leo Brokerage
Texas
$1.74M -$6.01K -115 -0.3%
LFA
948
Legacy Financial Advisors
Kentucky
$1.74M +$164K +3,135 +10%
CWM
949
Campbell Wealth Management
Virginia
$1.74M +$14.4K +275 +0.8%
OFS
950
Oldfather Financial Services
Nebraska
$1.72M +$60.9K +1,165 +4%