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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 %
WDG
1201
Wealth Dimensions Group
Ohio
$563K +$12.5K +285 +2%
SAG
1202
Spotlight Asset Group
Illinois
$561K +$561K +12,170 New
CGPCS
1203
Capital Group Private Client Services
California
$559K
FDCDDQ
1204
Federation des caisses Desjardins du Quebec
Quebec, Canada
$558K +$230K +5,235 +70%
BWM
1205
Baystate Wealth Management
Massachusetts
$556K -$210K -4,785 -27%
Victory Capital Management
1206
Victory Capital Management
Texas
$554K -$824K -18,795 -60%
DWM
1207
Doyle Wealth Management
Florida
$554K -$12.3K -280 -2%
FSA
1208
Fort Sheridan Advisors
Illinois
$551K -$4.38K -100 -0.8%
BWP
1209
Baldwin Wealth Partners
Massachusetts
$551K +$4.38K +100 +0.8%
SWM
1210
SeaCrest Wealth Management
New York
$550K -$1.97K -45 -0.4%
ST
1211
Somerset Trust
Pennsylvania
$550K
APW
1212
Austin Private Wealth
Texas
$547K -$12.3K -280 -2%
GPC
1213
Garrison Point Capital
California
$546K
JWWM
1214
Johnson & White Wealth Management
Pennsylvania
$545K +$545K +12,420 New
ZIG
1215
Zullo Investment Group
Pennsylvania
$543K -$28.5K -650 -5%
SHA
1216
Seneca House Advisors
Virginia
$541K +$11K +250 +2%
ERWM
1217
Elk River Wealth Management
Colorado
$539K -$45.9K -1,045 -8%
TIM
1218
Tortoise Investment Management
New York
$539K -$3.73K -85 -0.7%
BC
1219
Bowman & Company
Wisconsin
$537K -$63.6K -1,450 -11%
FC
1220
Financial Consulate
Maryland
$535K -$49.2K -1,120 -8%
TCB
1221
Texas Capital Bancshares
Texas
$534K -$39.2K -895 -7%
PL
1222
Plancorp LLC
Missouri
$534K +$23K +525 +5%
MWM
1223
Maripau Wealth Management
Indiana
$528K +$13.6K +280 +3%
LA
1224
LexAurum Advisors
Kansas
$527K -$45.8K -1,045 -8%
HFS
1225
Howard Financial Services
Texas
$527K +$5.7K +130 +1%