IJH icon

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 %
MCA
1051
Magnolia Capital Advisors
Mississippi
$1.29M +$18.3K +350 +1%
FFA
1052
First Foundation Advisors
California
$1.29M -$302K -5,780 -19%
TA
1053
TFB Advisors
Kansas
$1.29M +$1.29M +24,700 New
FAAM
1054
First Ascent Asset Management
Colorado
$1.29M -$4.18K -80 -0.3%
WP
1055
WealthShield Partners
North Carolina
$1.29M -$79.2K -1,515 -6%
BA
1056
Bridge Advisory
California
$1.28M +$81.8K +1,565 +7%
EGWAG
1057
Elwood & Goetz Wealth Advisory Group
Georgia
$1.28M -$40.5K -775 -3%
CCA
1058
Clearwater Capital Advisors
Illinois
$1.27M +$16.5K +315 +1%
EW
1059
Evoke Wealth
California
$1.27M
WP
1060
WealthPLAN Partners
Nebraska
$1.26M -$115K -2,195 -8%
LSA
1061
Lansing Street Advisors
Pennsylvania
$1.25M +$3.4K +65 +0.3%
VAS
1062
Vestmark Advisory Solutions
Massachusetts
$1.25M +$168K +3,205 +16%
NAG
1063
Northstar Advisory Group
New Jersey
$1.25M -$59.6K -1,140 -5%
MCM
1064
Maple Capital Management
Vermont
$1.24M +$261K +4,995 +27%
MJRIC
1065
Mogy Joel R Investment Counsel
California
$1.24M -$43.4K -830 -3%
OWA
1066
Octavia Wealth Advisors
Ohio
$1.24M +$20.1K +385 +2%
GSIAS
1067
Garden State Investment Advisory Services
New Jersey
$1.24M +$12K +230 +1%
T. Rowe Price Associates
1068
T. Rowe Price Associates
Maryland
$1.23M
LRWA
1069
Long Run Wealth Advisors
New York
$1.23M
AC
1070
Abbrea Capital
California
$1.22M +$35.3K +675 +3%
SW
1071
StrongBox Wealth
Missouri
$1.21M +$55.4K +1,060 +5%
WA
1072
Wealthstream Advisors
New York
$1.21M
Betterment LLC
1073
Betterment LLC
New York
$1.21M +$235K +4,490 +24%
QT
1074
Quantbot Technologies
New York
$1.2M +$1.2M +22,990 New
FB
1075
Fulton Bank
Pennsylvania
$1.2M -$58K -1,110 -5%