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iShares Core S&P Mid-Cap ETF

1,788 hedge funds and large institutions have $40.5B invested in iShares Core S&P Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 772 increasing their positions, 660 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,788
Holders Change
-45
Holders Change %
-2.45%
% of All Funds
30.23%
Holding in Top 10
308
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.22%
% of All Funds
5.21%
New
92
Increased
772
Reduced
660
Closed
113
Calls
$14.7M
Puts
$7.33M
Net Calls
+$7.37M
Net Calls Change
-$26.5M
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
951
Kaydan Wealth Management
Michigan
$1.25M -$37.6K -830 -3%
WWA
952
WCG Wealth Advisors
Nevada
$1.25M +$1.25M +27,540 New
KL
953
KWMG LLC
Kansas
$1.24M -$59.5K -1,315 -5%
OPA
954
Old Port Advisors
Maine
$1.24M -$35.9K -785 -3%
SWM
955
Southern Wealth Management
Texas
$1.24M +$113K +2,490 +10%
RA
956
RFG Advisory
Alabama
$1.23M -$63.3K -1,265 -5%
MFG
957
Merit Financial Group
Georgia
$1.23M +$38.7K +855 +3%
MAWCM
958
Mine & Arao Wealth Creation & Management
California
$1.21M +$25.8K +570 +2%
WCM
959
Wealthcare Capital Management
Virginia
$1.2M -$65.2K -1,440 -5%
TP
960
Tranquility Partners
Tennessee
$1.2M +$97.3K +2,150 +9%
SC
961
Savant Capital
Illinois
$1.19M +$33.3K +735 +3%
VWM
962
Valley Wealth Managers
New Jersey
$1.19M
IC
963
Intersect Capital
California
$1.19M -$44.1K -975 -4%
WA
964
WP Advisors
California
$1.18M +$4.3K +95 +0.4%
ANB
965
Amarillo National Bank
Texas
$1.18M +$21K +465 +2%
FMC
966
First Merchants Corp
Indiana
$1.17M +$5.66K +125 +0.5%
MAS
967
Madden Advisory Services
Florida
$1.17M +$418K +9,250 +56%
PWG
968
Private Wealth Group
Florida
$1.17M
WA
969
WBH Advisory
Maryland
$1.17M -$219K -4,780 -16%
CWA
970
Consilio Wealth Advisors
Washington
$1.16M -$69K -1,525 -6%
CWA
971
Choice Wealth Advisors
Maine
$1.16M +$1.16M +25,725 New
DFG
972
Demars Financial Group
Washington
$1.16M -$94.1K -2,080 -7%
PFG
973
Pinnacle Financial Group
Illinois
$1.15M
DI
974
Disciplined Investments
Oklahoma
$1.15M -$28.1K -620 -2%
PAM
975
Palisade Asset Management
Minnesota
$1.15M -$52K -1,150 -4%