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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 %
CFO
1426
Custos Family Office
Texas
$313K +$110K +2,510 +54%
RRCM
1427
Rappaport Reiches Capital Management
Illinois
$312K
AFAS
1428
Acorn Financial Advisory Services
Virginia
$312K +$219 +5 +0.1%
CCT
1429
Capital City Trust
Florida
$311K
SBIA
1430
Sheaff Brock Investment Advisors
Indiana
$310K
AIP
1431
ARS Investment Partners
New York
$307K
GCA
1432
Greenwood Capital Associates
South Carolina
$305K -$658 -15 -0.2%
NEWAS
1433
N.E.W. Advisory Services
Wisconsin
$304K -$2.41K -55 -0.8%
PCA
1434
Pallas Capital Advisors
Massachusetts
$303K -$1.42K -30 -0.5%
FWP
1435
Falcon Wealth Planning
California
$303K -$1.32K -30 -0.4%
HIIFS
1436
Harel Insurance Investments & Financial Services
Israel
$303K
CA
1437
CapWealth Advisors
Tennessee
$303K
HWMA
1438
Heritage Wealth Management (Arizona)
Arizona
$303K +$17.5K +400 +6%
PIA
1439
Pinion Investment Advisors
Kansas
$300K
GI
1440
Gradient Investments
Minnesota
$300K +$139K +3,170 +86%
TAM
1441
Tucker Asset Management
Colorado
$298K +$292K +6,025 +4,820%
LMKC
1442
L.M. Kohn & Company
Ohio
$298K -$12.3K -280 -4%
VCAM
1443
Van Cleef Asset Management
Ohio
$298K
VCP
1444
Verus Capital Partners
Arizona
$298K +$298K +6,810 New
FA
1445
Faithward Advisors
Pennsylvania
$297K +$2.63K +60 +0.9%
SIA
1446
Schechter Investment Advisors
Michigan
$296K -$574K -13,110 -66%
FGG
1447
Financial Guidance Group
Florida
$296K -$52.7K -1,200 -15%
CAMG
1448
CWA Asset Management Group
Florida
$296K -$28.1K -640 -9%
OIA
1449
Optimum Investment Advisors
Illinois
$296K
GWM
1450
Greenhouse Wealth Management
Connecticut
$296K