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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,904
Holders Change
-15
Holders Change %
-0.78%
% of All Funds
30.47%
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 %
WCWM
1251
Willow Creek Wealth Management
California
$669K +$15.3K +305 +2%
PIP
1252
Peachtree Investment Partners
Florida
$669K +$1.5K +30 +0.2%
BWAM
1253
Boyd Watterson Asset Management
Ohio
$667K
AWA
1254
Arkadios Wealth Advisors
Georgia
$666K +$22.8K +455 +4%
MPW
1255
Melone Private Wealth
Michigan
$663K +$732 +15 +0.1%
RSS
1256
Rosenblum Silverman Sutton
California
$662K -$14K -280 -2%
HT
1257
HighTower Trust
Texas
$662K -$9.79K -200 -1%
ATC
1258
Adirondack Trust Company
New York
$661K
USCWA
1259
U.S. Capital Wealth Advisors
Texas
$661K -$1.2M -23,885 -64%
SC
1260
Sepio Capital
Utah
$661K -$68.5K -1,370 -9%
FA
1261
FDx Advisors
Illinois
$659K
NFC
1262
Northeast Financial Consultants
Connecticut
$657K +$250 +5 +0%
FPCG
1263
Fort Pitt Capital Group
Pennsylvania
$657K -$867K -17,330 -57%
SWA
1264
Strategies Wealth Advisors
Michigan
$657K +$16.5K +330 +3%
M
1265
MOTCO
Texas
$656K +$176K +3,525 +37%
SCA
1266
Sandy Cove Advisors
Massachusetts
$645K -$109K -2,185 -14%
WDG
1267
Wealth Dimensions Group
Ohio
$644K +$6K +120 +0.9%
GP
1268
Girard Partners
Pennsylvania
$643K -$10.8K -215 -2%
IC
1269
Innealta Capital
Texas
$639K +$16K +320 +3%
S
1270
SignatureFD
Georgia
$638K +$8.76K +175 +1%
SHFA
1271
SC&H Financial Advisors
Maryland
$637K -$201K -4,025 -24%
ES
1272
Eagle Strategies
New York
$637K -$284K -5,685 -31%
ST
1273
Somerset Trust
Pennsylvania
$637K +$9.51K +190 +2%
BTI
1274
Blue Trust Inc
Georgia
$637K +$240K +4,970 +61%
FDCDDQ
1275
Federation des caisses Desjardins du Quebec
Quebec, Canada
$635K -$1.75K -35 -0.3%