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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 %
BCA
1251
Bay Colony Advisors
Massachusetts
$722K -$51.8K -990 -7%
APW
1252
Austin Private Wealth
Texas
$718K +$64.6K +1,235 +10%
USCWA
1253
U.S. Capital Wealth Advisors
Texas
$716K +$25.9K +495 +4%
ATC
1254
Adirondack Trust Company
New York
$715K -$4.9K -90 -0.7%
SW
1255
SteelPeak Wealth
California
$713K +$713K +13,640 New
MPW
1256
Melone Private Wealth
Michigan
$712K +$2.35K +45 +0.3%
CCWM
1257
Cassaday & Co Wealth Management
Virginia
$708K -$369K -7,065 -34%
SWM
1258
Shelton Wealth Management
Texas
$707K
NLP
1259
Next Level Private
New York
$707K +$707K +13,435 New
CMP
1260
Courage Miller Partners
Virginia
$705K -$1.05K -20 -0.1%
SSWM
1261
Smith Salley Wealth Management
North Carolina
$704K +$180K +3,435 +34%
NRI
1262
NFP Retirement Inc
California
$704K -$1.57K -30 -0.2%
EIA
1263
Edgemoor Investment Advisors
Maryland
$703K
GSIS
1264
Global Strategic Investment Solutions
Arizona
$700K +$55.4K +1,060 +9%
OCM
1265
One Capital Management
California
$700K -$40.5K -775 -5%
WCWM
1266
Willow Creek Wealth Management
California
$700K +$523 +10 +0.1%
PIP
1267
Peachtree Investment Partners
Florida
$698K -$784 -15 -0.1%
BWAM
1268
Boyd Watterson Asset Management
Ohio
$697K
DC
1269
Destiny Capital
Colorado
$695K +$164K +3,130 +31%
SC
1270
Stephens Consulting
Michigan
$695K +$51.3K +980 +8%
RWRC
1271
R.W. Roge & Company
New York
$694K -$63.2K -1,210 -8%
S
1272
SignatureFD
Georgia
$694K +$27.5K +525 +4%
ACP
1273
Aveo Capital Partners
Colorado
$694K -$19.6K -375 -3%
CANC
1274
Culbertson A N & Co
Virginia
$693K +$174K +3,325 +33%
NFC
1275
Northeast Financial Consultants
Connecticut
$687K +$261 +5 +0%