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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 %
WWM
1201
Wolff Wiese Magana
California
$793K +$13.3K +265 +2%
SIA
1202
SeaBridge Investment Advisors
New Jersey
$793K -$25K -500 -3%
TTWM
1203
TCV Trust & Wealth Management
Virginia
$789K +$54K +1,080 +7%
IAA
1204
Independent Advisor Alliance
North Carolina
$785K -$18.3K -365 -2%
LA
1205
Latitude Advisors
Florida
$785K -$14.8K -295 -2%
SAM
1206
Seelaus Asset Management
New Jersey
$783K +$45.2K +905 +6%
WSWA
1207
Warren Street Wealth Advisors
California
$780K -$3.5K -70 -0.4%
KF
1208
Krilogy Financial
Missouri
$780K
RPGK
1209
Retirement Planning Group (Kansas)
Kansas
$777K
CCA
1210
Checchi Capital Advisers
California
$776K +$776K +15,510 New
KBC Group
1211
KBC Group
Belgium
$775K
CFO
1212
Collective Family Office
Pennsylvania
$773K +$202K +4,035 +35%
HWA
1213
Hilltop Wealth Advisors
North Carolina
$772K
CWA
1214
Consilio Wealth Advisors
Washington
$768K -$261K -5,225 -25%
TNB
1215
Thomasville National Bank
Georgia
$760K -$46K -920 -6%
AAG
1216
Armstrong Advisory Group
Massachusetts
$757K -$1.42M -28,330 -65%
T
1217
TNF
Montana
$757K -$120K -2,410 -14%
HCM
1218
Howland Capital Management
Massachusetts
$755K +$21.3K +425 +3%
CWM
1219
Calamos Wealth Management
Illinois
$751K
MPW
1220
MGO Private Wealth
California
$749K -$3.2M -63,965 -81%
PFBT
1221
Parkside Financial Bank & Trust
Missouri
$744K +$433K +8,655 +139%
HCMT
1222
Highland Capital Management (Tennessee)
Tennessee
$744K -$107K -2,145 -13%
TPW
1223
TL Private Wealth
Texas
$738K +$1K +20 +0.1%
SHJ
1224
Sharkey, Howes & Javer
Colorado
$738K +$250 +5 +0%
AFO
1225
Allie Family Office
Florida
$737K +$148K +2,955 +25%