IJH icon

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 %
FF
1301
FourThought Financial
Florida
$438K -$2.63K -60 -0.6%
AWM
1302
Aprio Wealth Management
Georgia
$437K +$437K +9,975 New
AT
1303
American Trust
Kentucky
$436K -$160K -3,650 -27%
BTI
1304
Blue Trust Inc
Georgia
$433K +$124K +2,755 +40%
AFG
1305
Albion Financial Group
Utah
$430K -$34.4K -785 -7%
DDC
1306
DF Dent & Co
Maryland
$428K +$428K +9,750 New
BST
1307
Bath Savings Trust
Maine
$427K +$65.9K +1,500 +18%
SAM
1308
SP Asset Management
California
$426K +$1.31K +30 +0.3%
TFP
1309
Tilia Fiduciary Partners
North Carolina
$424K -$4.51K -100 -1%
AIM
1310
Athena Investment Management
California
$423K +$2.19K +50 +0.5%
CT
1311
Columbia Trust
Oregon
$423K +$32.9K +750 +8%
BWM
1312
BCS Wealth Management
Tennessee
$422K +$103K +2,350 +32%
AWA
1313
Alta Wealth Advisors
Massachusetts
$420K -$26.3K -600 -6%
HMH
1314
Hackensack Meridian Health
New Jersey
$420K
NHC
1315
Nicholas Hoffman & Company
Georgia
$419K
PCS
1316
Personal CFO Solutions
New Jersey
$417K -$48.9K -1,115 -10%
ZCA
1317
Zeke Capital Advisors
Pennsylvania
$417K
SFO
1318
Stokes Family Office
Louisiana
$417K +$103K +2,350 +33%
CWM
1319
Concentric Wealth Management
California
$414K
TSS
1320
Two Sigma Securities
New York
$414K +$157K +3,585 +61%
DP
1321
Dearborn Partners
Illinois
$413K
MCM
1322
Mitchell Capital Management
Kansas
$413K +$2.41K +55 +0.6%
F
1323
F3Logic
Minnesota
$409K -$10.3K -235 -2%
RFA
1324
Resurgent Financial Advisors
Georgia
$409K +$5.71K +130 +1%
GWM
1325
Greenwich Wealth Management
Connecticut
$409K +$56.8K +1,295 +16%