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iShares Core S&P Mid-Cap ETF

1,761 hedge funds and large institutions have $40.7B invested in iShares Core S&P Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 734 increasing their positions, 645 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,761
Holders Change
-27
Holders Change %
-1.51%
% of All Funds
30.45%
Holding in Top 10
304
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.3%
% of All Funds
5.26%
New
77
Increased
734
Reduced
645
Closed
76
Calls
$34.7M
Puts
$27M
Net Calls
+$7.69M
Net Calls Change
+$319K
Name Holding Trade Value Shares
Change
Shares
Change %
IPW
1176
Intergy Private Wealth
Colorado
$616K -$7.89K -180 -1%
BI
1177
Ballast Inc
Kentucky
$616K
WSWA
1178
Warren Street Wealth Advisors
California
$613K
FPCG
1179
Fort Pitt Capital Group
Pennsylvania
$607K +$155K +3,540 +34%
AWA
1180
Aaron Wealth Advisors
Illinois
$606K +$606K +13,820 New
HFA
1181
High Falls Advisors
New York
$605K +$2.41K +55 +0.4%
GP
1182
Girard Partners
Pennsylvania
$602K -$22.4K -510 -4%
SWM
1183
Shelton Wealth Management
Texas
$599K
NLP
1184
Next Level Private
New York
$597K +$597K +12,775 New
EIA
1185
Edgemoor Investment Advisors
Maryland
$590K
RSS
1186
Rosenblum Silverman Sutton
California
$584K -$37K -845 -6%
AF
1187
Alerus Financial
North Dakota
$583K
FI
1188
Financial Insights
Washington
$580K +$176K +4,005 +43%
HT
1189
HighTower Trust
Texas
$580K +$580K +13,220 New
SC
1190
Sepio Capital
Utah
$579K
ATC
1191
Adirondack Trust Company
New York
$579K +$2.63K +60 +0.5%
CPSC
1192
Carl P. Sherr & Co
Massachusetts
$575K -$28.7K -655 -5%
FPWM
1193
FSB Premier Wealth Management
Iowa
$575K -$19.3K -440 -3%
NFC
1194
Northeast Financial Consultants
Connecticut
$575K +$219 +5 +0%
WCWM
1195
Willow Creek Wealth Management
California
$573K +$658 +15 +0.1%
GP
1196
Geneva Partners
Wisconsin
$572K -$21K -480 -4%
LA
1197
Legacy Advisors
Pennsylvania
$572K
GG
1198
Greenwood Gearhart
Arkansas
$572K +$572K +13,045 New
CWM
1199
Calamos Wealth Management
Illinois
$569K -$111K -2,520 -16%
ACM
1200
AlphaStar Capital Management
North Carolina
$567K -$190K -4,325 -25%