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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 %
TFS
1076
Thoroughbred Financial Services
Tennessee
$1.2M +$1.57K +30 +0.1%
FH
1077
FWG Holdings
Florida
$1.2M +$77.7K +1,440 +7%
IPW
1078
Invictus Private Wealth
Colorado
$1.19M +$260K +4,970 +28%
SXL
1079
Summit X LLC
Missouri
$1.19M +$90.9K +1,735 +8%
RA
1080
RFG Advisory
Alabama
$1.19M -$29.8K -570 -2%
MIM
1081
Marco Investment Management
Georgia
$1.18M -$10.5K -200 -0.9%
DWM
1082
Dakota Wealth Management
Florida
$1.18M +$78.2K +1,495 +7%
PK
1083
Pflug Koory
Nebraska
$1.18M -$7.84K -150 -0.7%
PFG
1084
Pinnacle Financial Group
Illinois
$1.18M -$157K -3,000 -12%
ZF
1085
Zhang Financial
Michigan
$1.17M
AWA
1086
Archvest Wealth Advisors
California
$1.17M
WMP
1087
Wealth Management Partners
Arizona
$1.17M +$49.9K +955 +4%
MA
1088
MBA Advisors
Pennsylvania
$1.16M
BLC
1089
Brown, Lisle/Cummings
Rhode Island
$1.16M
PVI
1090
Pine Valley Investments
New Jersey
$1.16M +$71.1K +1,360 +7%
PIMG
1091
Patriot Investment Management Group
Tennessee
$1.15M
KCPG
1092
Kavar Capital Partners Group
Kansas
$1.15M
PWA
1093
Pillar Wealth Advisors
Pennsylvania
$1.15M +$895K +17,115 +353%
EWA
1094
EverSource Wealth Advisors
Alabama
$1.15M +$62K +1,185 +6%
KHC
1095
Koesten Hirschmann & Crabtree
Kansas
$1.14M -$10.7K -205 -0.9%
SFG
1096
Sovereign Financial Group
Connecticut
$1.14M -$58.6K -1,120 -5%
WCWM
1097
Wooster Corthell Wealth Management
Connecticut
$1.14M -$11K -210 -1%
TCM
1098
Tufton Capital Management
Maryland
$1.14M +$13.3K +255 +1%
FNC
1099
First National Corp
Massachusetts
$1.14M
TFGT
1100
TS Financial Group (TSFG)
Illinois
$1.13M -$48.9K -935 -4%