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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 %
WDL
1001
Well Done LLC
Michigan
$1.4M -$583K -11,660 -29%
ANB
1002
Amarillo National Bank
Texas
$1.4M +$53.5K +1,070 +4%
Legal & General Group
1003
Legal & General Group
United Kingdom
$1.4M +$625K +12,500 +81%
FWP
1004
FAS Wealth Partners
Kansas
$1.4M -$78.8K -1,575 -5%
WCFA
1005
Walkner Condon Financial Advisors
Wisconsin
$1.39M +$108K +2,165 +8%
PVAMC
1006
PPS&V Asset Management Consultants
Michigan
$1.38M +$29.5K +590 +2%
CCM
1007
Condor Capital Management
New Jersey
$1.38M -$66.5K -1,330 -5%
PCM
1008
Presidio Capital Management
California
$1.38M +$227K +4,540 +20%
OC
1009
Oarsman Capital
Wisconsin
$1.38M -$8.76K -175 -0.6%
B
1010
Bridgeworth
Alabama
$1.37M -$66.8K -1,335 -5%
TP
1011
Tranquility Partners
Tennessee
$1.37M +$93.3K +1,865 +7%
BAM
1012
Berkshire Asset Management
Pennsylvania
$1.36M +$118K +2,365 +9%
MAWCM
1013
Mine & Arao Wealth Creation & Management
California
$1.36M +$30.8K +615 +2%
CL
1014
COWA LLC
Oklahoma
$1.35M +$1.34M +7,567,640 +12,054%
FPAS
1015
Focus Partners Advisor Solutions
Missouri
$1.35M -$5.65M -112,875 -81%
CCM
1016
Colorado Capital Management
Colorado
$1.35M -$20.5K -410 -1%
BFG
1017
Baron Financial Group
New Jersey
$1.34M -$22.5K -450 -2%
CD
1018
Chapin Davis
Maryland
$1.34M +$64.3K +1,285 +5%
WE
1019
Wealth Effects
Massachusetts
$1.33M -$202K -4,040 -13%
WCM
1020
Wealthcare Capital Management
Virginia
$1.33M +$750 +15 +0.1%
SIC
1021
Salem Investment Counselors
North Carolina
$1.33M +$64.8K +1,295 +5%
WA
1022
WP Advisors
California
$1.33M +$5K +100 +0.4%
OFG
1023
Oxford Financial Group
Indiana
$1.32M -$8.26K -165 -0.6%
AWM
1024
Accurate Wealth Management
Florida
$1.32M +$190K +3,845 +17%
WP
1025
WealthPLAN Partners
Nebraska
$1.31M +$30K +600 +2%