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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 %
HH
1026
HWG Holdings
Texas
$1.4M -$16M -306,385 -92%
WE
1027
Wealth Effects
Massachusetts
$1.39M -$2.88K -55 -0.2%
WA
1028
WP Advisors
California
$1.39M +$4.18K +80 +0.3%
CCM
1029
Colorado Capital Management
Colorado
$1.39M -$19.9K -380 -1%
WCM
1030
Wealthcare Capital Management
Virginia
$1.39M -$5.23K -100 -0.4%
MAS
1031
Madden Advisory Services
Florida
$1.39M +$14.4K +275 +1%
CD
1032
Chapin Davis
Maryland
$1.38M -$26.1K -500 -2%
IAA
1033
Independent Advisor Alliance
North Carolina
$1.37M +$552K +10,550 +67%
DSC
1034
Duncker Streett & Co
Missouri
$1.36M +$261 +5 +0%
WA
1035
WBH Advisory
Maryland
$1.36M -$1.57K -30 -0.1%
SFP
1036
Sweet Financial Partners
Minnesota
$1.36M +$261K +4,990 +24%
SWM
1037
Shakespeare Wealth Management
Wisconsin
$1.35M -$126K -2,405 -9%
KW
1038
KWB Wealth
California
$1.35M -$507K -9,690 -27%
PWG
1039
Private Wealth Group
Florida
$1.35M
DWP
1040
Daymark Wealth Partners
Ohio
$1.34M +$749K +14,315 +127%
GI
1041
GS Investments
Minnesota
$1.32M +$12.6K +240 +1%
FPGK
1042
Financial Partners Group (Kansas)
Kansas
$1.32M +$287K +5,360 +28%
TWM
1043
Thrive Wealth Management
Pennsylvania
$1.32M -$20.9K -400 -2%
PVAMC
1044
PPS&V Asset Management Consultants
Michigan
$1.31M -$138K -2,635 -10%
FFA
1045
Fortune Financial Advisors
Kansas
$1.31M +$1.31M +25,010 New
CCA
1046
Cora Capital Advisors
New Jersey
$1.3M -$16.2K -310 -1%
RF
1047
Rollins Financial
Georgia
$1.3M -$1.18M -22,600 -48%
KLCM
1048
KG&L Capital Management
Louisiana
$1.3M +$6.8K +130 +0.5%
BMWM
1049
Brown Miller Wealth Management
Virginia
$1.3M +$66.9K +1,280 +5%
FNWM
1050
Financial Network Wealth Management
Utah
$1.3M +$83.2K +1,535 +7%