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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 %
TIA
976
Tiemann Investment Advisors
California
$1.5M -$21.3K -425 -1%
VCA
977
Verdence Capital Advisors
Maryland
$1.5M +$210K +4,205 +16%
P
978
Pitcairn
Pennsylvania
$1.5M +$378K +7,550 +34%
EB
979
Eastern Bank
Massachusetts
$1.49M -$1K -20 -0.1%
PFGIA
980
Patriot Financial Group Insurance Agency
Massachusetts
$1.49M +$878K +17,540 +144%
RMCM
981
Reynders McVeigh Capital Management
Massachusetts
$1.49M -$2K -40 -0.1%
OWA
982
One Wealth Advisors
California
$1.49M -$232K -4,630 -13%
GWP
983
Gateway Wealth Partners
Wisconsin
$1.48M +$47.5K +950 +3%
APP
984
Avantax Planning Partners
Iowa
$1.48M
NW
985
NewEdge Wealth
Pennsylvania
$1.48M -$149K -2,970 -9%
PG
986
Prostatis Group
Maryland
$1.47M +$1.47M +30,120 New
TFF
987
The Family Firm
Maryland
$1.47M -$42.3K -845 -3%
AFC
988
AFT Forsyth & Company
Florida
$1.46M -$2.5K -50 -0.2%
ONST
989
Old North State Trust
North Carolina
$1.45M
WTB
990
Washington Trust Bank
Washington
$1.44M
IAS
991
Investment Advisory Services
Texas
$1.44M -$39K -780 -3%
MOACM
992
Mutual of America Capital Management
New York
$1.43M -$675K -13,490 -32%
MFC
993
Morris Financial Concepts
South Carolina
$1.43M -$402K -8,040 -22%
EWA
994
ERTS Wealth Advisors
Michigan
$1.43M +$270K +5,400 +23%
LL
995
LWMG LLC
Minnesota
$1.42M -$1.25M -24,990 -47%
XF
996
XML Financial
Maryland
$1.42M -$3.75K -75 -0.3%
SWM
997
Shakespeare Wealth Management
Wisconsin
$1.42M -$12.5K -250 -0.9%
IAIM
998
International Assets Investment Management
Florida
$1.41M -$375K -7,500 -21%
MW
999
Marcum Wealth
Ohio
$1.4M -$77.3K -1,545 -5%
ASFA
1000
All Season Financial Advisors
Colorado
$1.4M +$982K +19,625 +233%