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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 %
TCWA
1401
Ten Capital Wealth Advisors
Washington
$511K +$470K +9,000 +1,139%
WEG
1402
World Equity Group
Illinois
$511K -$1.95M -37,355 -79%
NPP
1403
New Potomac Partners
Maryland
$509K -$4.18K -80 -0.8%
PWS
1404
Peterson Wealth Services
Utah
$509K -$12.6K -240 -2%
AIM
1405
Athena Investment Management
California
$505K
SAM
1406
SP Asset Management
California
$503K +$523 +10 +0.1%
FFP
1407
FourThought Financial Partners
Florida
$502K -$10.5K -200 -2%
NHC
1408
Nicholas Hoffman & Company
Georgia
$500K -$523 -10 -0.1%
MCM
1409
Mattern Capital Management
Colorado
$499K +$27.2K +520 +6%
EL
1410
EQ LLC
Washington
$499K +$262 +5 +0.1%
GA
1411
Geller Advisors
New York
$498K +$215K +4,120 +76%
BST
1412
Bath Savings Trust
Maine
$492K +$10.5K +200 +2%
CWM
1413
Collaborative Wealth Management
Florida
$490K -$5.75K -110 -1%
BCM
1414
Becker Capital Management
Oregon
$488K
4WM
1415
4J Wealth Management
Virginia
$485K +$18.8K +360 +4%
CWA
1416
Consilium Wealth Advisory
Texas
$484K
KFP
1417
KMG Fiduciary Partners
Ohio
$483K -$19.9K -380 -4%
MIC
1418
Meridian Investment Counsel
California
$483K
D
1419
Dentgroup
Louisiana
$481K +$261 +5 +0.1%
AIP
1420
ARS Investment Partners
New York
$481K -$43.1K -825 -8%
PWP
1421
Private Wealth Partners
California
$481K +$16K +305 +3%
IFO
1422
Independent Family Office
New York
$477K
CWM
1423
Centurion Wealth Management
Virginia
$476K
RPCA
1424
Running Point Capital Advisors
California
$475K -$9.68K -185 -2%
FA
1425
Fountainhead AM
New Jersey
$475K -$57.5K -1,100 -11%