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iShares Core S&P Mid-Cap ETF

1,904 hedge funds and large institutions have $48.9B invested in iShares Core S&P Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 761 increasing their positions, 759 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,904
Holders Change
-15
Holders Change %
-0.78%
% of All Funds
30.47%
Holding in Top 10
329
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-4.64%
% of All Funds
5.27%
New
107
Increased
761
Reduced
759
Closed
81
Calls
$14.8M
Puts
$8.08M
Net Calls
+$6.73M
Net Calls Change
+$37.4M
Name Holding Trade Value Shares
Change
Shares
Change %
PI
1401
PFG Investments
New York
$482K +$482K +9,630 New
KFP
1402
KMG Fiduciary Partners
Ohio
$481K +$88.8K +1,775 +23%
BWM
1403
BCS Wealth Management
Tennessee
$481K
SAM
1404
SP Asset Management
California
$480K -$59.8K -1,195 -11%
NHC
1405
Nicholas Hoffman & Company
Georgia
$479K +$250 +5 +0.1%
MCM
1406
Mitchell Capital Management
Kansas
$478K +$10.8K +215 +2%
EL
1407
EQ LLC
Washington
$477K +$751 +15 +0.2%
CT
1408
Columbia Trust
Oregon
$477K -$3.25K -65 -0.7%
PI
1409
Pachira Investments
California
$474K +$10.5K +210 +2%
CWM
1410
Collaborative Wealth Management
Florida
$474K -$52K -1,040 -10%
AFG
1411
Albion Financial Group
Utah
$473K -$12.5K -250 -3%
BG
1412
Benedetti & Gucer
Georgia
$472K -$56.8K -1,135 -11%
AFC
1413
Adaptive Financial Consulting
Ohio
$471K +$4.75K +95 +1%
GFG
1414
Greystone Financial Group
Michigan
$471K -$169K -3,385 -26%
CWM
1415
Concentric Wealth Management
California
$469K -$2.5K -50 -0.5%
BCM
1416
Becker Capital Management
Oregon
$467K +$467K +9,330 New
SPWG
1417
Syntegra Private Wealth Group
Missouri
$465K +$23.5K +470 +5%
DP
1418
Dearborn Partners
Illinois
$465K -$7.26K -145 -2%
RPCA
1419
Running Point Capital Advisors
California
$464K +$9.26K +185 +2%
CWA
1420
Consilium Wealth Advisory
Texas
$463K
PIA
1421
Powell Investment Advisors
Florida
$462K +$101K +2,020 +28%
MIC
1422
Meridian Investment Counsel
California
$462K
BST
1423
Bath Savings Trust
Maine
$460K -$7.51K -150 -2%
SEP
1424
Southland Equity Partners
Missouri
$460K +$11K +220 +2%
D
1425
Dentgroup
Louisiana
$460K +$250 +5 +0.1%