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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 %
BC
1176
Bowman & Company
Wisconsin
$877K -$65.4K -1,250 -7%
EWM
1177
Empirical Wealth Management
Washington
$876K -$85.2K -1,630 -9%
SAM
1178
S.A. Mason
Michigan
$870K
HNW
1179
High Note Wealth
Minnesota
$867K
MBTD
1180
Mechanics Bank - Trust Department
California
$864K -$77.7K -1,485 -8%
AWA
1181
Aaron Wealth Advisors
Illinois
$863K +$1.83K +35 +0.2%
WJWM
1182
Williams Jones Wealth Management
New York
$861K +$12.3K +235 +1%
W
1183
WPWealth
Texas
$861K +$861K +16,465 New
HBWM
1184
Hollow Brook Wealth Management
New York
$861K
SC
1185
Scotia Capital
Ontario, Canada
$858K -$1.98M -37,825 -70%
TIA
1186
Traphagen Investment Advisors
New Jersey
$857K -$1.57K -30 -0.2%
TLFA
1187
True Link Financial Advisors
California
$856K -$320K -6,120 -27%
WWM
1188
Wolff Wiese Magana
California
$850K +$21.2K +405 +3%
JAFL
1189
Jay A. Fishman Ltd
Michigan
$848K -$36.6K -700 -4%
PCM
1190
Pointe Capital Management
Michigan
$847K -$20.7K -395 -2%
SS
1191
Sunbelt Securities
Texas
$846K +$181K +3,455 +27%
EAM
1192
Evanson Asset Management
California
$846K +$5.23K +100 +0.6%
SEEDPG
1193
S.E.E.D. Planning Group
New York
$841K -$115K -2,190 -12%
CIA
1194
Choate Investment Advisors
Massachusetts
$841K +$401K +7,665 +91%
KSWA
1195
Kathleen S. Wright Associates
Pennsylvania
$840K -$11K -210 -1%
SIA
1196
Sovereign Investment Advisors
Arizona
$840K +$840K +16,070 New
GPA
1197
Garrison Point Advisors
California
$839K -$16.2K -310 -2%
CCA
1198
Cobblestone Capital Advisors
New York
$839K +$6.01K +115 +0.7%
DIA
1199
Dana Investment Advisors
Wisconsin
$835K -$129K -2,470 -13%
SIA
1200
SeaBridge Investment Advisors
New Jersey
$829K