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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 %
CAG
1051
Csenge Advisory Group
Florida
$1.2M +$243K +4,860 +25%
FB
1052
Fulton Bank
Pennsylvania
$1.2M +$873K +17,440 +264%
CCA
1053
Clearwater Capital Advisors
Illinois
$1.2M -$171K -3,425 -12%
LSA
1054
Lansing Street Advisors
Pennsylvania
$1.2M +$250 +5 +0%
Susquehanna International Group
1055
Susquehanna International Group
Pennsylvania
$1.19M +$697K +13,925 +141%
G
1056
Gainplan
Michigan
$1.19M +$155K +3,095 +15%
T. Rowe Price Associates
1057
T. Rowe Price Associates
Maryland
$1.18M
SDWMA
1058
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.18M -$5.5K -110 -0.5%
BMWM
1059
Brown Miller Wealth Management
Virginia
$1.18M +$36.3K +725 +3%
LRWA
1060
Long Run Wealth Advisors
New York
$1.18M
GSIAS
1061
Garden State Investment Advisory Services
New Jersey
$1.18M +$50K +1,000 +4%
SB
1062
Strategic Blueprint
Georgia
$1.17M -$130K -2,590 -10%
IGWM
1063
ICA Group Wealth Management
Colorado
$1.17M -$1.54M -30,765 -57%
OWA
1064
Octavia Wealth Advisors
Ohio
$1.17M -$85.8K -1,715 -7%
SWM
1065
Stockman Wealth Management
Montana
$1.17M +$95.3K +1,905 +9%
RA
1066
RFG Advisory
Alabama
$1.16M -$14K -280 -1%
WA
1067
Wealthstream Advisors
New York
$1.16M -$7.01K -140 -0.6%
BWM
1068
Birchcreek Wealth Management
Ohio
$1.16M +$128K +2,555 +12%
FLA
1069
Financial Life Advisors
Texas
$1.16M -$269K -5,385 -19%
NWM
1070
NEIRG Wealth Management
Massachusetts
$1.15M -$101K -2,025 -8%
SFG
1071
Sovereign Financial Group
Connecticut
$1.15M -$177K -3,540 -13%
BA
1072
Bridge Advisory
California
$1.15M -$78.6K -1,570 -6%
TFS
1073
Thoroughbred Financial Services
Tennessee
$1.14M +$10.8K +215 +0.9%
MIM
1074
Marco Investment Management
Georgia
$1.14M -$11.3K -225 -1%
TPA
1075
Trivium Point Advisory
Connecticut
$1.14M -$3.5K -70 -0.3%