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iShares Core S&P Mid-Cap ETF

1,904 hedge funds and large institutions have $48.9B invested in iShares Core S&P Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 761 increasing their positions, 759 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,904
Holders Change
-15
Holders Change %
-0.78%
% of All Funds
30.47%
Holding in Top 10
329
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-4.64%
% of All Funds
5.27%
New
107
Increased
761
Reduced
759
Closed
81
Calls
$14.8M
Puts
$8.08M
Net Calls
+$6.73M
Net Calls Change
+$37.4M
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
951
Farther Finance Advisors
California
$1.62M +$784K +15,670 +94%
SL
952
Sentinus LLC
Illinois
$1.62M +$1.36M +27,090 +521%
WWC
953
Waypoint Wealth Counsel
Georgia
$1.61M -$102K -2,030 -6%
MWM
954
Mission Wealth Management
California
$1.61M +$3.75K +75 +0.2%
MI
955
Moneywise Inc
Virginia
$1.6M +$220K +4,400 +16%
WMWM
956
Whitaker-Myers Wealth Managers
Ohio
$1.6M -$629K -12,570 -28%
SBH
957
Segall Bryant & Hamill
Illinois
$1.59M -$15.3K -305 -1%
CC
958
Cadinha & Co
Hawaii
$1.59M -$77.6K -1,550 -5%
OFS
959
Oldfather Financial Services
Nebraska
$1.59M +$1.25K +25 +0.1%
HC
960
HNP Capital
New York
$1.59M -$34K -680 -2%
VRM
961
Vectors Research Management
New York
$1.59M -$38.3K -765 -2%
MMHP
962
Murphy Middleton Hinkle & Parker
Georgia
$1.58M +$1.25K +25 +0.1%
CFG
963
Cooper Financial Group
California
$1.58M +$46K +920 +3%
MAM
964
MMA Asset Management
Pennsylvania
$1.58M +$621K +12,420 +65%
ECM
965
Evergreen Capital Management
Washington
$1.55M +$195K +3,900 +14%
RFG
966
Range Financial Group
Oregon
$1.55M -$20K -400 -1%
HCA
967
Harbour Capital Advisors
Virginia
$1.54M -$8.76K -175 -0.6%
RWA
968
Ropes Wealth Advisors
Massachusetts
$1.54M +$6.25K +125 +0.4%
SWPG
969
Strategic Wealth Partners Group
Illinois
$1.53M +$429K +8,785 +39%
FFA
970
First Foundation Advisors
California
$1.53M -$85.3K -1,705 -5%
OC
971
Oakworth Capital
Alabama
$1.52M -$110K -2,195 -7%
BB
972
Berkshire Bank
Massachusetts
$1.52M
RRA
973
Round Rock Advisors
Connecticut
$1.51M -$25.5K -510 -2%
LFA
974
Legacy Financial Advisors
Kentucky
$1.51M +$145K +2,905 +11%
GC
975
Gilbert & Cook
Iowa
$1.51M -$42.3K -845 -3%