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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 %
PCM
976
Presidio Capital Management
California
$1.6M +$158K +3,025 +11%
PWMG
977
Pinnacle Wealth Management Group
Michigan
$1.6M -$491K -9,390 -24%
VCA
978
Verdence Capital Advisors
Maryland
$1.59M +$23.5K +450 +1%
BF
979
Blankinship & Foster
California
$1.59M -$185K -3,545 -10%
BB
980
Berkshire Bank
Massachusetts
$1.58M
FAM
981
Forte Asset Management
New York
$1.58M -$128K -2,455 -8%
CFG
982
Cooper Financial Group
California
$1.58M -$75K -1,435 -5%
RRA
983
Round Rock Advisors
Connecticut
$1.58M
CC
984
Cadinha & Co
Hawaii
$1.58M -$84.7K -1,620 -5%
SB
985
Strategic Blueprint
Georgia
$1.58M +$352K +6,740 +29%
P
986
Pitcairn
Pennsylvania
$1.57M -$2.62K -50 -0.2%
OWA
987
One Wealth Advisors
California
$1.57M +$11K +210 +0.7%
EWA
988
ERTS Wealth Advisors
Michigan
$1.56M +$67.7K +1,295 +5%
CI
989
Cambiar Investors
Colorado
$1.55M -$330K -6,310 -18%
TFF
990
The Family Firm
Maryland
$1.54M +$1.83K +35 +0.1%
RWMG
991
Redwood Wealth Management Group
New Jersey
$1.53M -$327K -6,250 -18%
APP
992
Avantax Planning Partners
Iowa
$1.53M -$14.1K -270 -0.9%
AFC
993
AFT Forsyth & Company
Florida
$1.53M +$1.83K +35 +0.1%
FHA
994
Flagship Harbor Advisors
Massachusetts
$1.53M -$493K -9,420 -24%
H
995
HoyleCohen
California
$1.52M +$184K +3,525 +14%
EB
996
Eastern Bank
Massachusetts
$1.52M -$34.3K -655 -2%
ONST
997
Old North State Trust
North Carolina
$1.52M
MMHP
998
Murphy Middleton Hinkle & Parker
Georgia
$1.51M -$146K -2,795 -9%
SL
999
Sentinus LLC
Illinois
$1.51M -$182K -3,475 -11%
WMWM
1000
Whitaker-Myers Wealth Managers
Ohio
$1.5M -$165K -3,160 -10%