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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 %
OPWM
1326
Oakwell Private Wealth Management
Texas
$603K
BOPW
1327
Brandywine Oak Private Wealth
Pennsylvania
$600K
RI
1328
Ridgewood Investments
New Jersey
$599K
OPWM
1329
Oxinas Partners Wealth Management
Indiana
$596K
MWM
1330
Maripau Wealth Management
Indiana
$595K +$50.7K +970 +9%
RIA
1331
Realta Investment Advisors
Delaware
$594K +$2.09K +40 +0.4%
CPSC
1332
Carl P. Sherr & Co
Massachusetts
$593K
PWA
1333
Peterson Wealth Advisors
Utah
$593K -$12.3K -235 -2%
DBT
1334
Dubuque Bank & Trust
Iowa
$590K -$46.8K -895 -7%
DP
1335
Dearborn Partners
Illinois
$590K +$105K +2,000 +22%
GIA
1336
Guyasuta Investment Advisors
Pennsylvania
$586K
MWM
1337
Merriman Wealth Management
Washington
$586K +$22K +420 +4%
ZIG
1338
Zullo Investment Group
Pennsylvania
$585K +$1.31K +25 +0.2%
OAM
1339
Oak Asset Management
California
$583K
CCP
1340
Clarkston Capital Partners
Michigan
$582K
RG
1341
Retirement Group
California
$581K +$12K +230 +2%
SAM
1342
Summit Asset Management
Tennessee
$579K +$16.2K +310 +3%
SWM
1343
SFG Wealth Management
Maryland
$579K +$9.15K +175 +2%
WAM
1344
Weatherly Asset Management
California
$577K -$44.5K -850 -7%
NG
1345
NWK Group
California
$577K +$9.94K +190 +2%
AMM
1346
American Money Management
California
$574K -$4.45K -85 -0.8%
JWCA
1347
J.W. Coons Advisors
Ohio
$574K +$261 +5 +0%
TVAMP
1348
Tennessee Valley Asset Management Partners
Tennessee
$570K -$15.2K -290 -3%
MCM
1349
McRae Capital Management
New Jersey
$570K +$20.7K +395 +4%
WPC
1350
Waters Parkerson & Co
Louisiana
$568K -$7.85K -150 -1%