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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 %
PWP
1451
Perfromance Wealth Partners
Illinois
$443K -$84.3K -1,620 -16%
HFAS
1452
Hummer Financial Advisory Services
Illinois
$442K
DL
1453
DOHJ LLC
Washington
$442K -$7.59K -145 -2%
ICM
1454
IMS Capital Management
Oregon
$442K +$48.9K +935 +12%
IIC
1455
Ironwood Investment Counsel
Arizona
$441K
RFG
1456
Range Financial Group
Oregon
$441K -$1.17M -22,460 -73%
MBFW
1457
Morton Brown Family Wealth
Pennsylvania
$440K +$1.83K +35 +0.4%
SIAP
1458
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$440K +$5.75K +110 +1%
SRC
1459
Sage Rhino Capital
California
$439K
CP
1460
Capital Planning
Washington
$439K
SFP
1461
Strategic Financial Partners
Oregon
$438K -$16K -305 -4%
EHC
1462
Everett Harris & Co
California
$437K -$119K -2,270 -21%
FANJ
1463
Financial Architects (New Jersey)
New Jersey
$437K -$102K -1,950 -19%
LCM
1464
LVM Capital Management
Michigan
$437K
CCMG
1465
Clark Capital Management Group
Pennsylvania
$437K -$67.7K -1,295 -13%
EWM
1466
Executive Wealth Management
Michigan
$435K -$19.6K -375 -4%
CSWM
1467
Cassady Schiller Wealth Management
Ohio
$433K
1WA
1468
180 Wealth Advisors
Washington
$432K -$2.36K -45 -0.5%
MS
1469
Madden Securities
Texas
$432K +$208K +3,970 +92%
PGIM
1470
Pacific Global Investment Management
California
$431K
HPM
1471
Hoxton Planning & Management
West Virginia
$431K -$167K -3,185 -28%
IAS
1472
IMA Advisory Services
Colorado
$431K -$31.4K -600 -7%
TW
1473
TrinityPoint Wealth
Connecticut
$430K +$36.3K +695 +9%
KFA
1474
Kelleher Financial Advisors
New York
$430K
JHCP
1475
Jackson Hole Capital Partners
Oklahoma
$430K +$6.28K +120 +1%