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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 %
CCA
1251
Conservest Capital Advisors
Pennsylvania
$495K -$526K -11,625 Closed
GIA
1252
Guyasuta Investment Advisors
Pennsylvania
$492K
PWA
1253
Peterson Wealth Advisors
Utah
$492K
HWM
1254
Hemington Wealth Management
Virginia
$490K -$113K -2,570 -19%
CCP
1255
Clarkston Capital Partners
Michigan
$488K
WPC
1256
Waters Parkerson & Co
Louisiana
$487K -$1.53K -35 -0.3%
OCG
1257
Opus Capital Group
Ohio
$485K -$4.61K -105 -0.9%
PAM
1258
Peak Asset Management
Colorado
$485K +$29.6K +675 +6%
HWM
1259
Howard Wealth Management
Connecticut
$485K +$123K +2,800 +34%
PP
1260
Patten & Patten
Tennessee
$484K
AMM
1261
American Money Management
California
$484K +$1.54K +35 +0.3%
EHC
1262
Everett Harris & Co
California
$483K +$2.19K +50 +0.5%
TCA
1263
Transcend Capital Advisors
New Jersey
$481K +$39K +890 +9%
LPIC
1264
LeJeune Puetz Investment Counsel
Michigan
$478K
TIAM2
1265
Tru Independence Asset Management 2
Oregon
$478K +$159K +3,625 +50%
PWP
1266
Perfromance Wealth Partners
Illinois
$474K +$10.5K +240 +2%
CWM
1267
Collaborative Wealth Management
Florida
$473K -$103K -2,350 -18%
HWM
1268
Hohimer Wealth Management
Washington
$470K -$877 -20 -0.2%
DTC
1269
Davidson Trust Company
Washington
$469K +$67.6K +1,540 +17%
CWC
1270
Carolinas Wealth Consulting
North Carolina
$467K +$1.1K +25 +0.2%
PS
1271
Planned Solutions
California
$466K
IA
1272
Insight Advisors
Pennsylvania
$465K -$2.19K -50 -0.5%
CPA
1273
Cardiff Park Advisors
California
$465K +$439 +10 +0.1%
M
1274
MOTCO
Texas
$463K +$96.3K +2,195 +26%
MCM
1275
McRae Capital Management
New Jersey
$462K +$2.19K +50 +0.5%