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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 %
HCA
1026
Heck Capital Advisors
Wisconsin
$967K -$44.3K -1,010 -4%
JIC
1027
Joel Isaacson & Co
New York
$966K +$409K +9,315 +73%
KCPG
1028
Kavar Capital Partners Group
Kansas
$965K
ACG
1029
Allen Capital Group
Nebraska
$964K -$25.7K -585 -3%
TMWM
1030
Taylor & Morgan Wealth Management
Michigan
$960K -$787K -17,945 -45%
MC
1031
Moors & Cabot
Massachusetts
$956K -$6.14K -140 -0.6%
AC
1032
Abbrea Capital
California
$956K +$4.39K +100 +0.5%
CHA
1033
Carmichael Hill & Associates
Maryland
$952K -$34.2K -780 -3%
SWPG
1034
Strategic Wealth Partners Group
Illinois
$952K +$877 +20 +0.1%
LNB
1035
Ledyard National Bank
$949K -$15.4K -350 -2%
WP
1036
WealthShield Partners
North Carolina
$946K +$8.11K +185 +0.9%
BA
1037
Bridge Advisory
California
$936K +$53.7K +1,225 +6%
SFP
1038
Shepherd Financial Partners
Massachusetts
$933K +$55.5K +1,265 +6%
AAM
1039
Autus Asset Management
Arizona
$933K +$97.6K +2,225 +12%
HC
1040
Hamilton Capital
Ohio
$931K -$351K -8,005 -27%
MWM
1041
Mission Wealth Management
California
$931K -$87.2K -1,990 -9%
JBA
1042
Johnson Bixby & Associates
Washington
$930K -$142K -3,230 -13%
1WM
1043
1900 Wealth Management
Texas
$930K +$26.3K +600 +3%
AGA
1044
Arkos Global Advisors
Texas
$930K +$504K +11,485 +118%
National Bank of Canada
1045
National Bank of Canada
Quebec, Canada
$927K +$30.1K +685 +3%
EGWAG
1046
Elwood & Goetz Wealth Advisory Group
Georgia
$926K -$26.7K -610 -3%
AAM
1047
Ameraudi Asset Management
New York
$923K -$327K -7,450 -26%
IIM
1048
Ipswich Investment Management
Massachusetts
$920K -$4.39K -100 -0.5%
WMP
1049
Wealth Management Partners
Arizona
$919K -$230K -5,000 -20%
BMWM
1050
Brown Miller Wealth Management
Virginia
$916K -$219 -5 -0%