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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 %
LC
1126
Lincoln Capital
Nebraska
$996K +$65.5K +1,310 +7%
Invesco
1127
Invesco
Georgia
$992K -$124K -2,475 -11%
CG
1128
Caprock Group
Idaho
$984K +$250 +5 +0%
SMWM
1129
Silvia McColl Wealth Management
California
$980K
SAM
1130
Stone Asset Management
Texas
$980K -$3.28M -65,620 -77%
MM
1131
Meridian Management
Arkansas
$971K +$698K +13,950 +255%
SI
1132
Saxon Interests
Texas
$969K -$35.5K -710 -4%
FPGK
1133
Financial Partners Group (Kansas)
Kansas
$967K +$14.3K +285 +1%
WCAMG
1134
Woodard & Company Asset Management Group
North Carolina
$962K -$57.8K -1,155 -6%
I
1135
INVST
Indiana
$957K +$957K +19,460 New
TNBTD
1136
Trustmark National Bank Trust Department
Mississippi
$957K -$21.3K -425 -2%
1WM
1137
1900 Wealth Management
Texas
$947K
LNB
1138
Ledyard National Bank
$945K -$118K -2,355 -11%
MCM
1139
Maple Capital Management
Vermont
$939K -$8.01K -160 -0.8%
PTB
1140
Pioneer Trust Bank
Oregon
$936K -$27.5K -550 -3%
Betterment LLC
1141
Betterment LLC
New York
$928K -$84.3K -1,685 -8%
Kovitz Investment Group Partners
1142
Kovitz Investment Group Partners
Illinois
$927K +$24.3K +485 +3%
SA
1143
Strategic Advisors
New York
$926K +$926K +18,510 New
AAM
1144
Ameraudi Asset Management
New York
$925K -$120K -2,400 -11%
RA
1145
Rise Advisors
New York
$925K -$45K -900 -5%
DFG
1146
Demars Financial Group
Washington
$924K -$96.8K -1,935 -9%
CBFP
1147
Cedar Brook Financial Partners
Ohio
$922K -$561K -11,210 -38%
DIA
1148
Dana Investment Advisors
Wisconsin
$922K
ANBT
1149
American National Bank & Trust
Texas
$922K -$1.22M -24,355 -57%
EWM
1150
Empirical Wealth Management
Washington
$919K +$59K +1,180 +7%