IJH icon

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 %
JFA
126
JNBA Financial Advisors
Minnesota
$39.3M +$393K +8,955 +1%
PAG
127
Private Advisor Group
New Jersey
$38.9M -$4.13M -94,165 -10%
AF
128
Arrow Financial
New York
$38.7M -$313K -7,135 -0.8%
GIM
129
Goelzer Investment Management
Indiana
$38.3M +$1.54M +35,115 +4%
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$38.1M +$10.5M +239,320 +38%
CAN
131
Cetera Advisor Networks
California
$38M +$1.18M +26,835 +3%
Charles Schwab
132
Charles Schwab
California
$38M +$763K +17,400 +2%
HSBC Holdings
133
HSBC Holdings
United Kingdom
$38M -$727K -16,570 -2%
SIA
134
Soltis Investment Advisors
Utah
$37.5M -$26.5K -605 -0.1%
CW
135
Connectus Wealth
Ohio
$36.8M -$3.07M -69,860 -8%
CPIG
136
Chicago Partners Investment Group
Illinois
$36.1M +$1.62M +33,495 +5%
SPIA
137
Steward Partners Investment Advisory
New York
$35.9M +$2.63M +59,880 +8%
FSC
138
Full Sail Capital
Oklahoma
$35.2M +$5.56M +126,710 +19%
FCAS
139
First Command Advisory Services
Texas
$35.2M +$237K +5,400 +0.7%
RWM
140
RKL Wealth Management
Pennsylvania
$34.9M +$1.81M +41,275 +5%
HW
141
Hancock Whitney
Mississippi
$34.9M -$1.9M -43,420 -5%
OIA
142
OneDigital Investment Advisors
Kansas
$34.7M +$28M +637,930 +417%
SFG
143
Sage Financial Group
Pennsylvania
$34.3M +$395K +9,015 +1%
CFG
144
CKW Financial Group
Hawaii
$34.1M -$269K -6,140 -0.8%
HFS
145
HBC Financial Services
Washington
$34M -$64.7K -1,475 -0.2%
CAI
146
Capital Advisors Inc
Oklahoma
$33.9M +$9.86M +220,290 +41%
BOS
147
Bank of Stockton
California
$33.9M -$77.2K -1,760 -0.2%
FBFS
148
First Business Financial Services
Wisconsin
$33.2M +$5.92K +135 +0%
RC
149
RegentAtlantic Capital
New Jersey
$33M -$22.4K -510 -0.1%
WPA
150
West Paces Advisors
Georgia
$32.9M +$1.89M +43,165 +6%