IJH icon

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.

Holders
1,904
Holders Change
-15
Holders Change %
-0.78%
% of All Funds
30.48%
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 %
AFG
101
Arkansas Financial Group
Arkansas
$61.1M -$1.36M -27,130 -2%
OAM
102
Oppenheimer Asset Management
New York
$58.9M +$556K +11,105 +1%
PA
103
Planning Alternatives
Michigan
$58M +$201K +4,015 +0.3%
LRIA
104
Leonard Rickey Investment Advisors
Washington
$57.6M -$330K -6,600 -0.6%
Macquarie Group
105
Macquarie Group
Australia
$56.8M
BBA
106
BLB&B Advisors
Pennsylvania
$56.5M +$55M +1,098,430 +3,618%
CCFCSB
107
Cape Cod Five Cents Savings Bank
Massachusetts
$56.4M -$849K -16,975 -1%
MAM
108
Madison Asset Management
Wisconsin
$56.2M -$2.95M -59,035 -5%
TD Asset Management
109
TD Asset Management
Ontario, Canada
$55.8M +$225K +4,500 +0.4%
KA
110
Klingman & Associates
New York
$55.8M +$2.18M +43,495 +4%
TFO
111
Tarbox Family Office
California
$54.6M +$857K +17,135 +2%
VA
112
Valmark Advisers
Ohio
$53.8M -$186K -3,720 -0.3%
FIB
113
First Interstate Bank
Montana
$53.6M -$281K -5,610 -0.5%
SAF
114
Smith Anglin Financial
Texas
$52.9M -$722K -14,425 -1%
Bank of Nova Scotia
115
Bank of Nova Scotia
Ontario, Canada
$52.3M +$7.51K +150 +0%
AWA
116
Alaska Wealth Advisors
Alaska
$51.9M -$856K -17,100 -2%
FSC
117
Full Sail Capital
Oklahoma
$51.9M +$2.92M +58,435 +6%
JSW
118
Journey Strategic Wealth
New Jersey
$50.6M -$75.5K -1,510 -0.1%
CAL
119
Capital Analysts LLC
Pennsylvania
$50M +$1.58M +31,555 +3%
AT
120
American Trust
Kentucky
$49.6M -$1.41M -28,100 -3%
MA
121
MCF Advisors
Kentucky
$49.6M +$1.83M +36,650 +4%
DWM
122
Destination Wealth Management
California
$49.5M -$517K -10,340 -1%
SFG
123
Sage Financial Group
Pennsylvania
$49.4M +$8.39M +167,680 +20%
FHA
124
First Horizon Advisors
Tennessee
$49M -$2.11M -42,200 -4%
CCWA
125
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$48.2M -$1.04M -20,875 -2%