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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 %
RBC
1351
Romano Brothers & Co
Illinois
$567K
ClearBridge Investments
1352
ClearBridge Investments
New York
$566K
JLBC
1353
J.L. Bainbridge & Co
Florida
$565K
KFI
1354
Key Financial Inc
Pennsylvania
$564K -$20.1K -385 -3%
HFA
1355
High Falls Advisors
New York
$563K -$36.6K -700 -6%
PS
1356
Planned Solutions
California
$562K +$1.05K +20 +0.2%
SAG
1357
Spotlight Asset Group
Illinois
$561K -$75.8K -1,450 -12%
FFW
1358
Fusion Family Wealth
New York
$560K +$5.49K +105 +1%
GEA
1359
Glen Eagle Advisors
New Jersey
$559K -$9.51K -170 -2%
GG
1360
Greenwood Gearhart
Arkansas
$558K +$118K +2,260 +27%
BOSSRA
1361
B.O.S.S. Retirement Advisors
Utah
$558K -$8.63K -165 -2%
MWA
1362
Motive Wealth Advisors
Michigan
$557K
ACA
1363
Aptus Capital Advisors
Alabama
$556K +$31.4K +600 +6%
MWM
1364
Maltin Wealth Management
New Jersey
$556K +$22.5K +430 +4%
TSWM
1365
Tyler-Stone Wealth Management
Ohio
$555K +$555K +10,610 New
RWM
1366
Ritholtz Wealth Management
New York
$555K +$84.7K +1,620 +18%
SCA
1367
STALEY CAPITAL ADVISERS
Pennsylvania
$553K
GP
1368
Girard Partners
Pennsylvania
$552K -$120K -2,300 -18%
OCG
1369
Opus Capital Group
Ohio
$552K -$14.4K -275 -3%
PAM
1370
Peak Asset Management
Colorado
$552K +$4.97K +95 +0.9%
ERWM
1371
Elk River Wealth Management
Colorado
$548K -$49.7K -950 -8%
KWS
1372
Keystone Wealth Services
California
$548K +$261 +5 +0%
LSIA
1373
LaSalle St. Investment Advisors
Illinois
$546K +$70.5K +1,350 +15%
PCH
1374
PGIM Custom Harvest
New Jersey
$545K +$545K +10,425 New
HWA
1375
HHM Wealth Advisors
Tennessee
$545K +$34.8K +665 +7%