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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 %
HWM
1376
Howard Wealth Management
Connecticut
$544K -$2.35K -45 -0.4%
FC
1377
Financial Consulate
Maryland
$543K -$41.3K -790 -7%
DTC
1378
Davidson Trust Company
Washington
$541K -$3.66K -70 -0.7%
ACP
1379
Aviance Capital Partners
Florida
$540K
AWA
1380
Arkadios Wealth Advisors
Georgia
$539K -$157K -3,010 -23%
IA
1381
Insight Advisors
Pennsylvania
$539K -$1.05K -20 -0.2%
TB
1382
Terril Brothers
Missouri
$537K
TW
1383
Towerpoint Wealth
California
$535K -$120K -2,290 -18%
MCM
1384
Mitchell Capital Management
Kansas
$532K +$32.9K +630 +7%
LSPW
1385
Lake Street Private Wealth
Illinois
$531K -$30.3K -580 -5%
CPC
1386
Consolidated Planning Corp
Georgia
$526K +$526K +10,055 New
DCM
1387
Dimension Capital Management
Florida
$526K
CT
1388
Clearstead Trust
Maine
$524K +$6.62K +130 +1%
CWP
1389
CFM Wealth Partners
Texas
$524K
CAM
1390
Carret Asset Management
New York
$523K +$54.6K +1,045 +12%
SBLIC
1391
Security Benefit Life Insurance Company
Kansas
$523K -$3.45M -66,000 -87%
PCM
1392
Palisade Capital Management
New Jersey
$523K +$77.4K +1,480 +17%
EP
1393
Eudaimonia Partners
Tennessee
$520K -$22.8K -435 -4%
FNB
1394
Farmers National Bank
Kentucky
$517K -$2.62K -50 -0.5%
FPCG
1395
Fort Pitt Capital Group
Pennsylvania
$516K -$171K -3,270 -25%
AP
1396
Arlington Partners
Alabama
$515K +$515K +9,850 New
AWM
1397
Aprio Wealth Management
Georgia
$515K -$73.2K -1,400 -12%
MAM
1398
Marquette Asset Management
Minnesota
$514K -$14.6K -280 -3%
BIAS
1399
Beacon Investment Advisory Services
New Jersey
$512K
GWANC
1400
Guardian Wealth Advisors (North Carolina)
North Carolina
$511K +$31.1K +595 +6%