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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 %
CFO
1201
Collective Family Office
Pennsylvania
$825K +$17K +325 +2%
M
1202
MOTCO
Texas
$823K +$136K +2,610 +20%
MCM
1203
MV Capital Management
Maryland
$821K +$99.6K +1,905 +14%
CWM
1204
Calamos Wealth Management
Illinois
$820K +$35.3K +675 +5%
GWM
1205
GDS Wealth Management
Texas
$819K -$22K -420 -3%
SAM
1206
Seelaus Asset Management
New Jersey
$815K -$5.76K -110 -0.7%
RPGK
1207
Retirement Planning Group (Kansas)
Kansas
$813K
KBC Group
1208
KBC Group
Belgium
$811K
WSWA
1209
Warren Street Wealth Advisors
California
$811K -$4.71K -90 -0.6%
AP
1210
Appleton Partners
Massachusetts
$809K -$39K -745 -5%
FA
1211
FDx Advisors
Illinois
$809K +$96.5K +1,845 +14%
AFG
1212
Allegheny Financial Group
Pennsylvania
$808K -$545K -10,420 -40%
HWA
1213
Hilltop Wealth Advisors
North Carolina
$805K -$1.57K -30 -0.2%
MFT
1214
Moisand Fitzgerald Tamayo
Florida
$805K -$59.6K -1,140 -7%
SWA
1215
Strategies Wealth Advisors
Michigan
$804K +$118K +2,255 +17%
FFN
1216
Focus Financial Network
Minnesota
$800K +$55.2K +1,055 +7%
T
1217
TNF
Montana
$797K
ICP
1218
Interchange Capital Partners
Pennsylvania
$796K -$159K -3,045 -17%
SWM
1219
Selective Wealth Management
Virginia
$795K +$795K +15,115 New
PWP
1220
Principle Wealth Partners
Connecticut
$794K -$134K -2,570 -14%
TNB
1221
Thomasville National Bank
Georgia
$794K -$523 -10 -0.1%
TFA
1222
Tranquilli Financial Advisor
New Jersey
$792K -$279K -5,340 -26%
MFC
1223
Morris Financial Concepts
South Carolina
$786K -$707K -13,520 -47%
HCM
1224
Howland Capital Management
Massachusetts
$786K -$2.88K -55 -0.4%
CCA
1225
Checchi Capital Advisers
California
$786K -$25.4K -485 -3%