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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 %
XF
1001
XML Financial
Maryland
$1.5M +$12K +230 +0.8%
PFA
1002
Pinnacle Family Advisors
Missouri
$1.49M +$1.49M +28,495 New
RMCM
1003
Reynders McVeigh Capital Management
Massachusetts
$1.49M -$67.2K -1,285 -4%
B
1004
Bridgeworth
Alabama
$1.48M +$51.8K +990 +4%
OC
1005
Oakworth Capital
Alabama
$1.48M -$110K -2,100 -7%
FWP
1006
FAS Wealth Partners
Kansas
$1.48M +$20.4K +390 +1%
KFGK
1007
Keystone Financial Group (Kentucky)
Kentucky
$1.48M +$1.48M +28,240 New
ESB
1008
Essex Savings Bank
Connecticut
$1.47M +$179K +3,425 +14%
TP
1009
Tranquility Partners
Tennessee
$1.47M +$40.5K +775 +3%
LL
1010
LWMG LLC
Minnesota
$1.46M -$25.9K -495 -2%
WDL
1011
Well Done LLC
Michigan
$1.46M -$7.84K -150 -0.5%
BAM
1012
Berkshire Asset Management
Pennsylvania
$1.46M +$31.9K +610 +2%
ANB
1013
Amarillo National Bank
Texas
$1.45M -$10.2K -195 -0.7%
EC
1014
Estate Counselors
Wisconsin
$1.45M -$614K -11,750 -30%
CCM
1015
Condor Capital Management
New Jersey
$1.45M +$1.57K +30 +0.1%
MAWCM
1016
Mine & Arao Wealth Creation & Management
California
$1.45M +$22.7K +435 +2%
IAIM
1017
International Assets Investment Management
Florida
$1.45M -$30.3K -580 -2%
G
1018
Gainplan
Michigan
$1.44M +$204K +3,910 +16%
WCFA
1019
Walkner Condon Financial Advisors
Wisconsin
$1.43M -$22.5K -430 -2%
SIC
1020
Salem Investment Counselors
North Carolina
$1.43M +$33.2K +635 +2%
MW
1021
Marcum Wealth
Ohio
$1.42M -$44.7K -855 -3%
NW
1022
NewEdge Wealth
Pennsylvania
$1.42M -$128K -2,450 -8%
BFG
1023
Baron Financial Group
New Jersey
$1.41M +$2.35K +45 +0.2%
AWP
1024
Ascent Wealth Partners
New York
$1.41M +$70.6K +1,350 +5%
TMWM
1025
Taylor & Morgan Wealth Management
Michigan
$1.4M +$47.6K +910 +4%