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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 %
IC
1226
Innealta Capital
Texas
$527K +$24.3K +555 +5%
BFA
1227
Bragg Financial Advisors
North Carolina
$526K
LDB
1228
Lee, Danner & Bass
Tennessee
$523K
LSPW
1229
Lake Street Private Wealth
Illinois
$521K
BOPW
1230
Brandywine Oak Private Wealth
Pennsylvania
$521K +$17.5K +400 +3%
SWM
1231
SFG Wealth Management
Maryland
$519K -$9.43K -215 -2%
ClearBridge Investments
1232
ClearBridge Investments
New York
$519K
NFG
1233
Nadler Financial Group
Illinois
$519K
ECM
1234
EagleClaw Capital Management
Massachusetts
$517K -$3.07K -70 -0.6%
OPWM
1235
Oxinas Partners Wealth Management
Indiana
$517K +$7.46K +170 +1%
AFO
1236
Allie Family Office
Florida
$516K -$590K -13,465 -53%
BCA
1237
Bay Colony Advisors
Massachusetts
$515K -$21.5K -490 -4%
SS
1238
Sunbelt Securities
Texas
$515K +$129K +2,940 +33%
PIA
1239
Perennial Investment Advisors
California
$512K +$259K +5,915 +103%
SC
1240
Stephens Consulting
Michigan
$511K +$192K +4,375 +60%
SCA
1241
Sage Capital Advisors
South Dakota
$511K -$27.9K -635 -5%
MSFS
1242
Main Street Financial Solutions
Pennsylvania
$506K -$10.3K -235 -2%
OPWM
1243
Oakwell Private Wealth Management
Texas
$506K
RI
1244
Ridgewood Investments
New Jersey
$503K
GAG
1245
GM Advisory Group
New York
$502K -$130K -2,965 -21%
IRAG
1246
Investment Research & Advisory Group
Georgia
$499K
HWA
1247
HHM Wealth Advisors
Tennessee
$498K
OAM
1248
Oak Asset Management
California
$497K -$150K -3,410 -23%
MWM
1249
Merriman Wealth Management
Washington
$497K -$3.95K -90 -0.8%
NCM
1250
NCM Capital Management
New Jersey
$496K -$32.9K -750 -6%