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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 %
TFP
1426
Tilia Fiduciary Partners
North Carolina
$475K -$4.97K -95 -1%
AFC
1427
Adaptive Financial Consulting
Ohio
$473K -$19.4K -370 -4%
OCFG
1428
O'Connor Financial Group
Illinois
$473K +$3.4K +65 +0.7%
AAM
1429
Augustine Asset Management
Florida
$471K
CPA
1430
Cardiff Park Advisors
California
$471K +$18.6K +355 +4%
BC
1431
Burney Company
Virginia
$470K +$1.31K +25 +0.3%
PP
1432
Prosperity Planning
Missouri
$466K
CSB
1433
City State Bank
Iowa
$466K -$3.92K -75 -0.8%
AFP
1434
Ausdal Financial Partners
Iowa
$462K -$9.67K -185 -2%
FF
1435
Financial Futures
New Jersey
$462K -$14.6K -280 -3%
VFPI
1436
Vantage Financial Partners (Illinois)
Illinois
$462K +$32.7K +625 +8%
SEP
1437
Southland Equity Partners
Missouri
$462K -$19.3K -370 -4%
CHAM
1438
Clear Harbor Asset Management
Connecticut
$460K
CIC
1439
Cutler Investment Counsel
Oregon
$459K -$7.32K -140 -2%
AFAS
1440
Acorn Financial Advisory Services
Virginia
$458K +$9.68K +185 +2%
NRC
1441
New Republic Capital
North Carolina
$457K +$17K +325 +4%
SC
1442
SouthState Corp
Florida
$454K -$15.2K -290 -3%
GSAM
1443
Grant Street Asset Management
Pennsylvania
$452K +$1.31K +25 +0.3%
TPW
1444
Transatlantique Private Wealth
New York
$451K
WCP
1445
Wick Capital Partners
Pennsylvania
$451K +$784 +15 +0.2%
AC
1446
AlphaCore Capital
California
$450K +$195K +3,730 +76%
WAM
1447
WNY Asset Management
New York
$450K +$4.44K +85 +1%
AFG
1448
Albion Financial Group
Utah
$450K -$44.7K -855 -9%
MAC
1449
Mason & Associates (California)
California
$449K
RW
1450
RVW Wealth
California
$448K +$93.9K +1,795 +26%