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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.

Holders
1,950
Holders Change
+46
Holders Change %
+2.42%
% of All Funds
30.76%
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 Market Value Shares Shares
Change
Shares
Change %
Bessemer Group
76
Bessemer Group
New Jersey
$82.4M 1,575,525 +730 +0%
CWM
77
Cahaba Wealth Management
Georgia
$81.7M 1,561,920 +41,880 +3%
CAM
78
Chandler Asset Management
California
$80.5M 1,539,695 -4,650 -0.3%
FHB
79
First Hawaiian Bank
Hawaii
$80.4M 1,537,320 -114,090 -7%
UCFA
80
United Capital Financial Advisors
Texas
$80.2M 1,533,125 -21,145 -1%
M&T Bank
81
M&T Bank
New York
$79.9M 1,527,400 -89,575 -6%
AIM
82
Acropolis Investment Management
Missouri
$79.4M 1,519,005 -24,060 -2%
BPWM
83
Badgley Phelps Wealth Managers
Washington
$77.1M 1,475,140 +31,295 +2%
Natixis Advisors
84
Natixis Advisors
Massachusetts
$76.3M 1,458,265 -583,775 -29%
Barclays
85
Barclays
United Kingdom
$73.2M 1,399,670 +1,136,885 +433%
SPIA
86
Steward Partners Investment Advisory
New York
$71.5M 1,367,055 +25,990 +2%
MIA
87
MainStreet Investment Advisors
Illinois
$71M 1,358,255 -68,645 -5%
LFS
88
Lutz Financial Services
Nebraska
$70.9M 1,354,895 +55,550 +4%
FMII
89
Farmers & Merchants Investments Inc
Nebraska
$70.1M 1,340,800 +59,080 +5%
BBA
90
BLB&B Advisors
Pennsylvania
$69.8M 1,335,265 +206,475 +18%
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$69.8M 1,333,850 -79,075 -6%
MPWT
92
MassMutual Private Wealth & Trust
Connecticut
$68.7M 1,314,565 -51,305 -4%
VC
93
Vicus Capital
Pennsylvania
$67.8M 1,295,950 -4,285 -0.3%
LF
94
Lee Financial
Texas
$67.4M 1,289,730 +30,315 +2%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$65.6M 1,253,455 -27,870 -2%
BFPW
96
BOK Financial Private Wealth
Colorado
$64.6M 1,235,655 -231,685 -16%
PFO
97
Pathstone Family Office
New Jersey
$64.3M 1,229,970 -53,010 -4%
PFM
98
Phillips Financial Management
Indiana
$64.1M 1,225,685 -36,975 -3%
AFG
99
Arkansas Financial Group
Arkansas
$63.8M 1,219,720 -1,740 -0.1%
PA
100
Planning Alternatives
Michigan
$61.2M 1,170,585 +10,680 +0.9%