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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 %
VCM
1176
Vivaldi Capital Management
Illinois
$851K -$2.19M -43,865 -72%
JAFL
1177
Jay A. Fishman Ltd
Michigan
$846K
EBSAM
1178
Eubel Brady & Suttman Asset Management
Ohio
$846K -$210K -4,190 -20%
NSIM
1179
North Star Investment Management
Illinois
$843K +$59.3K +1,185 +8%
HA
1180
HFG Advisors
Ohio
$841K
OAM
1181
Occidental Asset Management
California
$840K -$45.5K -910 -5%
PWM
1182
Prosperity Wealth Management
California
$837K +$332K +6,645 +66%
PCM
1183
Pointe Capital Management
Michigan
$830K +$3.5K +70 +0.4%
HNW
1184
High Note Wealth
Minnesota
$829K
COCM
1185
Charter Oak Capital Management
New Hampshire
$828K -$88.1K -1,760 -10%
MFT
1186
Moisand Fitzgerald Tamayo
Florida
$827K -$9.51K -190 -1%
TSS
1187
Two Sigma Securities
New York
$824K +$602K +12,040 +271%
AWA
1188
Aaron Wealth Advisors
Illinois
$824K -$149K -2,985 -15%
HBWM
1189
Hollow Brook Wealth Management
New York
$823K
TIA
1190
Traphagen Investment Advisors
New Jersey
$821K +$1.75K +35 +0.2%
GPA
1191
Garrison Point Advisors
California
$819K +$52.5K +1,050 +7%
KSWA
1192
Kathleen S. Wright Associates
Pennsylvania
$815K +$4.75K +95 +0.6%
WJWM
1193
Williams Jones Wealth Management
New York
$812K
TI
1194
Trexquant Investment
Connecticut
$811K +$811K +16,215 New
AP
1195
Appleton Partners
Massachusetts
$811K -$19K -380 -2%
SM
1196
Sweeney & Michel
California
$810K +$810K +16,030 New
GWM
1197
GDS Wealth Management
Texas
$805K +$19.5K +390 +2%
EAM
1198
Evanson Asset Management
California
$804K
6F
1199
626 Financial
Michigan
$801K +$801K +16,000 New
CCA
1200
Cobblestone Capital Advisors
New York
$797K -$26.3K -525 -3%