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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 %
SRC
1376
Sage Rhino Capital
California
$368K
1WA
1377
180 Wealth Advisors
Washington
$367K -$6.8K -155 -2%
SAM
1378
Summit Asset Management
Tennessee
$367K
BWM
1379
BCGM Wealth Management
Indiana
$367K +$708 +15 +0.2%
FFA
1380
Founders Financial Alliance
North Carolina
$366K -$4.38K -100 -1%
SIAP
1381
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$364K -$1.27M -28,980 -78%
EA
1382
Eudaimonia Advisors
Tennessee
$364K -$38.4K -875 -10%
PGIM
1383
Pacific Global Investment Management
California
$362K
HWM
1384
Horizons Wealth Management
North Carolina
$359K
WPP
1385
Whalerock Point Partners
Rhode Island
$358K
JPG
1386
Jordan Park Group
California
$357K
JHCP
1387
Jackson Hole Capital Partners
Oklahoma
$356K +$199K +4,540 +127%
FANJ
1388
Financial Architects (New Jersey)
New Jersey
$354K +$354K +8,065 New
WMA
1389
Wealth Management Associates
New Jersey
$353K
SC
1390
Sinecera Capital
Texas
$352K -$317K -3,800 -47%
First Manhattan
1391
First Manhattan
New York
$351K -$2.41K -55 -0.7%
MCA
1392
Martin Capital Advisors
Texas
$350K
HT
1393
Heritage Trust
Oklahoma
$349K -$63.2K -1,445 -15%
SCM
1394
Schnieders Capital Management
California
$349K
FNB
1395
Farmers National Bank
Kentucky
$348K -$877 -20 -0.3%
SRC
1396
Shufro Rose & Co
New York
$346K -$6.58K -150 -2%
WFA
1397
Wells Financial Advisors
Massachusetts
$346K
NRI
1398
NFP Retirement Inc
California
$345K
GSIS
1399
Global Strategic Investment Solutions
Arizona
$345K
PCG
1400
Prosperity Consulting Group
Maryland
$345K +$9.64K +220 +3%