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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 %
VF
1101
Vawter Financial
Ohio
$1.13M +$1.13M +21,615 New
SWM
1102
Stockman Wealth Management
Montana
$1.13M -$91K -1,740 -7%
Empower Advisory Group
1103
Empower Advisory Group
Colorado
$1.13M -$162K -3,105 -13%
TFA
1104
Triad Financial Advisors
North Carolina
$1.13M -$46.5K -890 -4%
AWA
1105
ARQ Wealth Advisors
Arizona
$1.12M +$5.23K +100 +0.5%
National Bank of Canada
1106
National Bank of Canada
Quebec, Canada
$1.12M +$263 +5 +0%
DI
1107
Disciplined Investments
Oklahoma
$1.12M -$156K -2,990 -12%
IWP
1108
Invenio Wealth Partners
Florida
$1.12M +$1.12M +21,400 New
VAFP
1109
Vahanian & Associates Financial Planning
New York
$1.12M -$15.7K -300 -1%
EIA
1110
Eldridge Investment Advisors
New Hampshire
$1.11M
CHA
1111
Carmichael Hill & Associates
Maryland
$1.11M -$8.37K -160 -0.7%
LNB
1112
Ledyard National Bank
$1.1M +$115K +2,205 +12%
CWS
1113
Confluence Wealth Services
Pennsylvania
$1.1M -$523 -10 -0%
CWA
1114
Continuum Wealth Advisors
New York
$1.1M -$8.11K -155 -0.7%
LC
1115
Lincoln Capital
Nebraska
$1.1M +$53.9K +1,030 +5%
TPA
1116
Trivium Point Advisory
Connecticut
$1.09M -$96K -1,835 -8%
CFA
1117
CWS Financial Advisors
Michigan
$1.09M -$14.9K -285 -1%
HCM
1118
Hollencrest Capital Management
California
$1.09M
IIM
1119
Ipswich Investment Management
Massachusetts
$1.09M -$2.35K -45 -0.2%
LWANC
1120
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.08M -$62.5K -1,195 -5%
LA
1121
Lane & Associates
New Jersey
$1.08M -$26.9K -515 -2%
JWBC
1122
John W. Brooker & Co
California
$1.08M +$7.32K +140 +0.7%
SDWMA
1123
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.07M -$160K -3,055 -13%
LMIM
1124
Lockheed Martin Investment Management
Maryland
$1.06M -$9.02M -172,500 -89%
RA
1125
Ruggaard & Associates
Ohio
$1.06M