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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 %
WOSD
1126
WFA of San Diego
California
$1.06M -$828K -15,825 -44%
1WM
1127
1900 Wealth Management
Texas
$1.05M +$32.4K +620 +3%
ACG
1128
Allen Capital Group
Nebraska
$1.04M -$18K -345 -2%
CG
1129
Caprock Group
Idaho
$1.03M
AIP
1130
Almanack Investment Partners
Pennsylvania
$1.03M -$278K -5,320 -21%
SMWM
1131
Silvia McColl Wealth Management
California
$1.02M
Invesco
1132
Invesco
Georgia
$1.02M -$15.7K -300 -2%
JBA
1133
Johnson Bixby & Associates
Washington
$1.02M -$49.7K -950 -5%
SI
1134
Saxon Interests
Texas
$1.01M
FI
1135
Financial Insights
Washington
$1.01M +$59.9K +1,145 +6%
CGPCS
1136
Capital Group Private Client Services
California
$1.01M +$51.2K +980 +5%
VWA
1137
V Wealth Advisors
Kansas
$1M -$255K -4,885 -20%
TNBTD
1138
Trustmark National Bank Trust Department
Mississippi
$996K -$3.92K -75 -0.4%
WCAMG
1139
Woodard & Company Asset Management Group
North Carolina
$996K -$9.94K -190 -1%
CWC
1140
Carolinas Wealth Consulting
North Carolina
$994K +$277K +5,290 +39%
NWM
1141
NEIRG Wealth Management
Massachusetts
$990K -$217K -4,140 -18%
MC
1142
Moors & Cabot
Massachusetts
$987K -$152K -2,900 -13%
PWM
1143
PBMares Wealth Management
Virginia
$987K +$26.9K +515 +3%
PTB
1144
Pioneer Trust Bank
Oregon
$978K
BCM
1145
Brookmont Capital Management
Texas
$974K +$18K +345 +2%
GWP
1146
Gateway Wealth Partners
Wisconsin
$973K -$576K -11,010 -37%
SFP
1147
Shepherd Financial Partners
Massachusetts
$969K -$73.5K -1,405 -7%
AFO
1148
Allie Family Office
Florida
$967K +$197K +3,765 +26%
AAM
1149
Ameraudi Asset Management
New York
$967K
DFG
1150
Demars Financial Group
Washington
$966K