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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 %
OSAM
1301
O'Shaughnessy Asset Management
Connecticut
$632K +$26.4K +505 +4%
SWM
1302
SeaCrest Wealth Management
New York
$632K -$1.83K -35 -0.3%
HWM
1303
Horizons Wealth Management
North Carolina
$631K -$15.2K -290 -2%
ARIS
1304
Advanced Research Investment Solutions
California
$630K +$630K +12,055 New
FHC
1305
First Heartland Consultants
Missouri
$630K +$69.6K +1,330 +12%
PMFA
1306
Plante Moran Financial Advisors
Michigan
$630K -$320K -6,110 -34%
VWM
1307
Venturi Wealth Management
Texas
$626K +$269K +5,135 +75%
PWM
1308
Prosperity Wealth Management
California
$625K -$250K -4,780 -29%
CRI
1309
Colonial River Investments
Virginia
$625K -$269K -5,145 -30%
LDB
1310
Lee, Danner & Bass
Tennessee
$624K
IDA
1311
Intelligence Driven Advisers
California
$623K
T
1312
TRUADVICE
Florida
$622K +$622K +11,705 New
RZH
1313
Relyea Zuckerberg Hanson
Connecticut
$621K +$1.83K +35 +0.3%
GAM
1314
Gemmer Asset Management
California
$620K +$11.5K +220 +2%
BFA
1315
Bragg Financial Advisors
North Carolina
$620K -$4.18K -80 -0.7%
SHA
1316
Seneca House Advisors
Virginia
$617K +$5.75K +110 +0.9%
WLPWM
1317
Walled Lake Planning & Wealth Management
Illinois
$616K +$2.09K +40 +0.3%
ECM
1318
EagleClaw Capital Management
Massachusetts
$616K
SNB
1319
Security National Bank
Nebraska
$616K +$7.32K +140 +1%
EDRH
1320
Edmond de Rothschild Holding
Switzerland
$614K
KA
1321
Kooman & Associates
Pennsylvania
$614K +$20.9K +400 +4%
FPWM
1322
FSB Premier Wealth Management
Iowa
$610K -$31.9K -610 -5%
PPW
1323
Presilium Private Wealth
Pennsylvania
$606K -$3.14K -60 -0.5%
CIS
1324
Connors Investor Services
Pennsylvania
$606K +$606K +11,585 New
FNBSF
1325
First National Bank Sioux Falls
South Dakota
$605K +$605K +11,575 New