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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 %
MTIC
951
Missouri Trust & Investment Company
Missouri
$1.72M
EK
952
Evensky & Katz
Florida
$1.72M -$101K -1,935 -6%
BWM
953
Birchcreek Wealth Management
Ohio
$1.71M +$499K +9,545 +41%
CAAM
954
Cornerstone Advisors Asset Management
Pennsylvania
$1.71M -$28.2K -540 -2%
PFGIA
955
Patriot Financial Group Insurance Agency
Massachusetts
$1.7M +$145K +2,765 +9%
MIM
956
Macroview Investment Management
Maryland
$1.7M -$10.2K -195 -0.6%
CAG
957
Csenge Advisory Group
Florida
$1.69M +$435K +8,325 +35%
WWC
958
Waypoint Wealth Counsel
Georgia
$1.69M +$9.41K +180 +0.6%
BFC
959
Bedel Financial Consulting
Indiana
$1.69M -$15.7K -300 -0.9%
GJIA
960
Glass Jacobson Investment Advisors
Maryland
$1.69M +$1.69M +32,250 New
Wealth Enhancement Advisory Services
961
Wealth Enhancement Advisory Services
Minnesota
$1.68M -$459K -8,775 -21%
VRM
962
Vectors Research Management
New York
$1.67M +$14.1K +270 +0.9%
CPP
963
Capasso Planning Partners
South Carolina
$1.67M -$72.2K -1,380 -4%
MWM
964
Mission Wealth Management
California
$1.66M -$16.7K -320 -1%
SBH
965
Segall Bryant & Hamill
Illinois
$1.66M +$261 +5 +0%
V
966
VeraBank
Texas
$1.66M -$49.7K -950 -3%
GC
967
Gilbert & Cook
Iowa
$1.65M +$78.7K +1,505 +5%
BWM
968
BerganKDV Wealth Management
Minnesota
$1.65M -$336K -6,430 -17%
SLWA
969
San Luis Wealth Advisors
California
$1.63M -$161K -3,080 -9%
HCA
970
Harbour Capital Advisors
Virginia
$1.62M +$1.31K +25 +0.1%
SWPG
971
Strategic Wealth Partners Group
Illinois
$1.61M -$22.5K -430 -1%
TIA
972
Tiemann Investment Advisors
California
$1.61M +$39.7K +760 +3%
MI
973
Moneywise Inc
Virginia
$1.61M -$62K -1,185 -4%
RWA
974
Ropes Wealth Advisors
Massachusetts
$1.61M
BAAM
975
Baker Avenue Asset Management
California
$1.6M -$1.03M -19,710 -39%