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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 %
CWA
1226
Consilio Wealth Advisors
Washington
$782K -$21.7K -415 -3%
AAG
1227
Armstrong Advisory Group
Massachusetts
$781K -$10.5K -200 -1%
TPW
1228
TL Private Wealth
Texas
$780K +$3.95K +75 +0.5%
HCMT
1229
Highland Capital Management (Tennessee)
Tennessee
$779K +$1.31K +25 +0.2%
PFBT
1230
Parkside Financial Bank & Trust
Missouri
$778K
NWMG
1231
National Wealth Management Group
Ohio
$778K +$38.5K +720 +5%
LA
1232
Latitude Advisors
Florida
$776K -$43.7K -835 -5%
TTWM
1233
TCV Trust & Wealth Management
Virginia
$772K -$52.3K -1,000 -6%
SHJ
1234
Sharkey, Howes & Javer
Colorado
$772K
CCA
1235
Conservest Capital Advisors
Pennsylvania
$756K +$785 +15 +0.1%
DSA
1236
Droms Strauss Advisors
Missouri
$755K
SC
1237
Sepio Capital
Utah
$749K +$58K +1,110 +8%
MLL
1238
Moody Lynn & Lieberson
Massachusetts
$746K
IC
1239
Innealta Capital
Texas
$746K +$77.9K +1,490 +12%
TI
1240
Trexquant Investment
Connecticut
$742K -$106K -2,020 -12%
GWM
1241
Greenwich Wealth Management
Connecticut
$740K -$3.92K -75 -0.5%
GWSA
1242
Global Wealth Strategies & Associates
Colorado
$740K -$15.2K -290 -2%
PSF
1243
Pacific Sun Financial
California
$739K +$739K +14,770 New
WFA
1244
Wells Financial Advisors
Massachusetts
$738K
MPW
1245
MGO Private Wealth
California
$738K -$45K -860 -6%
WCG
1246
Weaver Consulting Group
California
$734K -$20.1K -385 -3%
X
1247
Xponance
Pennsylvania
$733K +$158K +3,020 +27%
AFG
1248
ABLE Financial Group
Arizona
$732K +$71.9K +1,375 +11%
YWS
1249
Yarger Wealth Strategies
Ohio
$732K +$19.6K +375 +3%
NCM
1250
Narwhal Capital Management
Georgia
$724K +$178K +3,400 +33%