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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 %
4WM
1401
4J Wealth Management
Virginia
$343K +$75K +1,710 +28%
DP
1402
DDD Partners
Washington
$341K
LAIC
1403
Lederer & Associates Investment Counsel
California
$340K
ICM
1404
IMS Capital Management
Oregon
$339K
KAH
1405
Kathryn A. Hall
$338K
D
1406
Dentgroup
Louisiana
$334K +$451 +10 +0.1%
SPI
1407
Sutton Place Investors
New York
$333K
MIAS
1408
Mason Investment Advisory Services
Virginia
$332K
HCM
1409
Hollencrest Capital Management
California
$332K
FPB
1410
First PREMIER Bank
South Dakota
$331K
SAM
1411
Selway Asset Management
$329K
IWA
1412
Intercontinental Wealth Advisors
Texas
$328K +$1.75K +40 +0.5%
WIP
1413
WealthCare Investment Partners
Rhode Island
$327K -$47.2K -1,075 -13%
CAM
1414
Concorde Asset Management
Michigan
$325K -$30.7K -700 -9%
OBWG
1415
Onyx Bridge Wealth Group
New York
$323K -$17.9K -400 -5%
BFA
1416
Bill Few Associates
Pennsylvania
$322K -$37K -845 -10%
PCM
1417
Palisade Capital Management
New Jersey
$322K +$35.9K +820 +13%
VWM
1418
Venturi Wealth Management
Texas
$321K -$11.2K -255 -3%
AWAG
1419
ARS Wealth Advisors Group
Florida
$321K
AssetMark Inc
1420
AssetMark Inc
California
$319K -$49K -1,120 -13%
FBC
1421
Fairfield, Bush & Co
Connecticut
$318K
ZCM
1422
Ziegler Capital Management
Illinois
$317K +$118K +2,700 +60%
JFG
1423
JMG Financial Group
Illinois
$315K -$102K -2,325 -24%
HGERS
1424
Householder Group Estate & Retirement Specialist
Arizona
$315K +$57K +1,300 +22%
VFPI
1425
Vantage Financial Partners (Illinois)
Illinois
$314K +$658 +15 +0.2%