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iShares Core S&P Mid-Cap ETF

1,788 hedge funds and large institutions have $40.5B invested in iShares Core S&P Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 772 increasing their positions, 660 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,788
Holders Change
-45
Holders Change %
-2.45%
% of All Funds
30.23%
Holding in Top 10
308
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.22%
% of All Funds
5.21%
New
92
Increased
772
Reduced
660
Closed
113
Calls
$14.7M
Puts
$7.33M
Net Calls
+$7.37M
Net Calls Change
-$26.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PPW
1151
Pinnacle Private Wealth
Massachusetts
$683K +$24.7K +545 +4%
KF
1152
Krilogy Financial
Missouri
$681K
PIP
1153
Peachtree Investment Partners
Florida
$680K -$66.5K -1,470 -9%
FA
1154
FDx Advisors
Illinois
$679K -$114K -2,520 -14%
GAM
1155
Gemmer Asset Management
California
$678K +$64.5K +1,425 +11%
ACA
1156
Aptus Capital Advisors
Alabama
$674K -$1.13K -25 -0.2%
IC
1157
Inscription Capital
Texas
$674K +$674K +14,900 New
WCG
1158
Weaver Consulting Group
California
$673K -$169K -3,740 -20%
MPW
1159
Melone Private Wealth
Michigan
$673K +$2.55K +55 +0.4%
YWS
1160
Yarger Wealth Strategies
Ohio
$672K -$55.1K -1,190 -8%
JWCA
1161
J.W. Coons Advisors
Ohio
$672K -$22.4K -495 -3%
BWAM
1162
Boyd Watterson Asset Management
Ohio
$670K -$313K -6,925 -32%
HCM
1163
Howland Capital Management
Massachusetts
$669K +$67.5K +1,490 +11%
TWM
1164
Thrive Wealth Management
Pennsylvania
$669K +$669K +14,795 New
CMP
1165
Courage Miller Partners
Virginia
$667K +$2.49K +55 +0.4%
FPGK
1166
Financial Partners Group (Kansas)
Kansas
$667K +$3.39K +75 +0.5%
OAM
1167
Oak Asset Management
California
$667K +$115K +2,535 +21%
ICP
1168
Interchange Capital Partners
Pennsylvania
$663K -$130K -2,870 -16%
RFN
1169
RDA Financial Network
Iowa
$662K +$116K +2,565 +21%
PSF
1170
Pacific Sun Financial
California
$661K +$4.52K +100 +0.7%
MLL
1171
Moody Lynn & Lieberson
Massachusetts
$660K
MA
1172
MONECO Advisors
Connecticut
$657K -$19.7K -435 -3%
CPC
1173
Consolidated Planning Corp
Georgia
$654K +$654K +14,450 New
CRCM
1174
Corbett Road Capital Management
Virginia
$653K -$200K -4,430 -23%
GAG
1175
GM Advisory Group
New York
$652K +$161K +3,555 +33%