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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 %
WAL
1451
W Advisors LLC
Tennessee
$294K -$32.9K -750 -10%
BWP
1452
Bernardo Wealth Planning
Pennsylvania
$294K
LWP
1453
Legacy Wealth Planning
Nevada
$293K -$23.9K -545 -8%
TW
1454
TrinityPoint Wealth
Connecticut
$293K
TFGT
1455
TS Financial Group (TSFG)
Illinois
$293K +$33.3K +760 +13%
MTC
1456
McDaniel Terry & Co
Texas
$291K
ERIM
1457
Eagle Ridge Investment Management
Connecticut
$291K +$30.3K +690 +12%
NAS
1458
Nicolet Advisory Services
Wisconsin
$289K +$289K +6,405 New
TL
1459
Tradewinds LLC
North Carolina
$288K -$3.73K -85 -1%
AWM
1460
Avaii Wealth Management
Wisconsin
$288K +$12.7K +290 +5%
AUB
1461
Atlantic Union Bankshares
Virginia
$287K -$16.2K -370 -5%
SWM
1462
Sugarloaf Wealth Management
Georgia
$287K +$439 +10 +0.2%
NCM
1463
Northwest Capital Management
Oregon
$286K
STC
1464
Sarah T. Connolly
$284K
SVCP
1465
Silicon Valley Capital Partners
California
$284K +$1.75K +40 +0.6%
GWM
1466
Gray Wealth Management
Maine
$284K +$17.1K +390 +6%
RJTCONH
1467
Raymond James Trust Company of New Hampshire
New Hampshire
$283K -$1.32K -30 -0.5%
MCM
1468
Mattern Capital Management
Colorado
$283K +$219 +5 +0.1%
PD
1469
Planning Directions
Pennsylvania
$283K +$36.2K +825 +15%
GLA
1470
Great Lakes Advisors
Illinois
$281K +$17.7K +405 +7%
FCAG
1471
First Capital Advisors Group
New Jersey
$279K -$1.98K -45 -0.7%
SIA
1472
SkyView Investment Advisors
New Jersey
$279K -$1.98K -45 -0.7%
GKWIM
1473
Gerber Kawasaki Wealth & Investment Management
California
$278K -$194K -4,435 -41%
ACM
1474
Advance Capital Management
Michigan
$278K
BCP
1475
Berkeley Capital Partners
Georgia
$278K