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iShares Core S&P Mid-Cap ETF

1,761 hedge funds and large institutions have $40.7B invested in iShares Core S&P Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 734 increasing their positions, 645 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,761
Holders Change
-27
Holders Change %
-1.51%
% of All Funds
30.45%
Holding in Top 10
304
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.3%
% of All Funds
5.26%
New
77
Increased
734
Reduced
645
Closed
76
Calls
$34.7M
Puts
$27M
Net Calls
+$7.69M
Net Calls Change
+$319K
Name Holding Trade Value Shares
Change
Shares
Change %
VWA
1001
V Wealth Advisors
Kansas
$1.03M +$19.5K +445 +2%
FNC
1002
First National Corp
Massachusetts
$1.03M +$21.1K +480 +2%
SAM
1003
S.A. Mason
Michigan
$1.03M
EWA
1004
ERTS Wealth Advisors
Michigan
$1.02M +$36.2K +825 +4%
WA
1005
Wealthstream Advisors
New York
$1.02M
AWA
1006
Archvest Wealth Advisors
California
$1.01M -$15.1K -345 -1%
MIM
1007
Marco Investment Management
Georgia
$1.01M
LSA
1008
Lansing Street Advisors
Pennsylvania
$1.01M +$9.21K +210 +0.9%
AW
1009
ACG Wealth
Georgia
$1M +$15.4K +350 +2%
VAFP
1010
Vahanian & Associates Financial Planning
New York
$1M +$409K +9,330 +69%
PIMG
1011
Patriot Investment Management Group
Tennessee
$1M
TFA
1012
Triad Financial Advisors
North Carolina
$1M -$219 -5 -0%
H
1013
HoyleCohen
California
$995K +$377K +8,600 +61%
CIS
1014
Continental Investors Services
Washington
$994K -$6.14K -140 -0.6%
DFG
1015
Demars Financial Group
Washington
$993K -$132K -3,005 -12%
P
1016
Pitcairn
Pennsylvania
$985K -$943K -21,500 -49%
TFS
1017
Thoroughbred Financial Services
Tennessee
$981K -$21.5K -490 -2%
ZF
1018
Zhang Financial
Michigan
$981K +$11.4K +260 +1%
WCFA
1019
Walkner Condon Financial Advisors
Wisconsin
$978K +$206K +4,690 +27%
SWM
1020
Stockman Wealth Management
Montana
$977K
IAIM
1021
International Assets Investment Management
Florida
$975K +$24.6K +560 +3%
BWCS
1022
Beirne Wealth Consulting Services
Connecticut
$974K -$88.2K -2,005 -8%
PK
1023
Pflug Koory
Nebraska
$974K
CFA
1024
CWS Financial Advisors
Michigan
$971K
SI
1025
Saxon Interests
Texas
$968K -$34.8K -745 -3%