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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 %
CBFP
1151
Cedar Brook Financial Partners
Ohio
$965K +$1.31K +25 +0.1%
SA
1152
Strategic Advisors
New York
$965K -$3.4K -65 -0.4%
SCA
1153
Sandy Cove Advisors
Massachusetts
$960K +$286K +5,470 +42%
PG
1154
Prostatis Group
Maryland
$958K -$146K -3,990 -13%
DACG
1155
Donor Advised Charitable Giving
California
$956K +$45.8K +875 +5%
COCM
1156
Charter Oak Capital Management
New Hampshire
$953K +$88.4K +1,690 +10%
MM
1157
Meridian Management
Arkansas
$948K -$66.9K -1,280 -7%
RA
1158
Rise Advisors
New York
$948K -$18.3K -350 -2%
CFG
1159
Cosner Financial Group
Colorado
$942K +$942K +18,015 New
TCOT
1160
Trust Company of Toledo
Ohio
$939K
CAWM
1161
Capital Advisors Wealth Management
Washington
$935K -$4.18K -80 -0.4%
SFA
1162
Source Financial Advisors
New York
$931K +$26.9K +515 +3%
SM
1163
Sweeney & Michel
California
$921K +$63.1K +1,180 +7%
BWA
1164
Beam Wealth Advisors
Louisiana
$917K -$25.1K -480 -3%
IAG
1165
Investment Advisory Group
Massachusetts
$916K +$23.5K +450 +3%
BFA
1166
Buttonwood Financial Advisors
Maryland
$915K +$510K +9,760 +126%
KL
1167
KWMG LLC
Kansas
$899K -$198K -3,785 -18%
ANBT
1168
American National Bank & Trust
Texas
$898K -$65.9K -1,260 -7%
AIM
1169
Anchor Investment Management
South Carolina
$891K -$46.3K -885 -5%
TA
1170
TFG Advisers
Michigan
$889K -$13.1K -250 -1%
EBSAM
1171
Eubel Brady & Suttman Asset Management
Ohio
$884K
OC
1172
Oarsman Capital
Wisconsin
$882K -$557K -10,650 -39%
NSIM
1173
North Star Investment Management
Illinois
$881K +$261 +5 +0%
HA
1174
HFG Advisors
Ohio
$879K
CWM
1175
Capital Wealth Management
Rhode Island
$877K -$28.2K -540 -3%