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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 %
T
1076
TNF
Montana
$824K
WWM
1077
Wolff Wiese Magana
California
$822K -$8.12K -185 -1%
CL
1078
Choreo LLC
Illinois
$822K +$2.19K +50 +0.3%
SW
1079
StrongBox Wealth
Missouri
$819K -$5.26K -120 -0.6%
JWBC
1080
John W. Brooker & Co
California
$819K
MAM
1081
MMA Asset Management
Pennsylvania
$819K +$20.2K +460 +3%
WH
1082
Willner & Heller
California
$818K +$3.29K +75 +0.4%
PMFA
1083
Plante Moran Financial Advisors
Michigan
$811K -$18.2K -415 -2%
GWM
1084
GSB Wealth Management
Connecticut
$805K +$77.2K +1,760 +11%
BWA
1085
Beam Wealth Advisors
Louisiana
$804K -$219K -4,995 -21%
Kovitz Investment Group Partners
1086
Kovitz Investment Group Partners
Illinois
$804K -$66.4K -1,515 -8%
DWM
1087
Dakota Wealth Management
Florida
$804K +$94.1K +2,145 +13%
TNB
1088
Thomasville National Bank
Georgia
$803K -$57K -1,300 -7%
OAM
1089
Occidental Asset Management
California
$802K +$51.1K +1,165 +7%
CIAS
1090
CFS Investment Advisory Services
New Jersey
$799K +$796K +17,794,455 +23,653%
Betterment LLC
1091
Betterment LLC
New York
$798K
CAWM
1092
Capital Advisors Wealth Management
Washington
$795K -$121K -2,765 -13%
CFO
1093
Collective Family Office
Pennsylvania
$791K +$2.41K +55 +0.3%
AIM
1094
Anchor Investment Management
South Carolina
$791K -$152K -3,460 -16%
HNW
1095
High Note Wealth
Minnesota
$790K +$790K +16,570 New
LC
1096
Lincoln Capital
Nebraska
$786K +$6.36K +145 +0.8%
SW
1097
SlateStone Wealth
Florida
$785K -$30.5K -695 -4%
FNWM
1098
Financial Network Wealth Management
Utah
$784K -$99.9K -2,280 -11%
EWA
1099
EverSource Wealth Advisors
Alabama
$780K +$41.4K +945 +6%
SWM
1100
Selective Wealth Management
Virginia
$778K -$75.6K -1,725 -9%