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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 %
AW
1476
Avion Wealth
Texas
$429K +$7.31K +140 +2%
WPP
1477
Whalerock Point Partners
Rhode Island
$427K
JPG
1478
Jordan Park Group
California
$426K
DI
1479
DAGCO Inc
Ohio
$426K -$5.23K -100 -1%
OAM
1480
Occidental Asset Management
California
$424K -$453K -8,670 -52%
BMM
1481
Buffington Mohr McNeal
Idaho
$423K -$100K -1,920 -19%
ICG
1482
InterOcean Capital Group
Tennessee
$423K +$39.2K +750 +10%
AC
1483
ASB Consultores
Florida
$420K +$210K +4,020 +100%
WP
1484
Westmount Partners
California
$420K +$523 +10 +0.1%
First Manhattan
1485
First Manhattan
New York
$420K -$262 -5 -0.1%
HWM
1486
Hohimer Wealth Management
Washington
$419K -$144K -2,755 -26%
SMA
1487
Seven Mile Advisory
New Jersey
$419K +$419K +8,005 New
PCG
1488
Prosperity Consulting Group
Maryland
$418K +$785 +15 +0.2%
HFS
1489
Haverford Financial Services
Pennsylvania
$418K
FSA
1490
Fort Sheridan Advisors
Illinois
$417K
MCA
1491
Martin Capital Advisors
Texas
$417K
LSA
1492
Lion Street Advisors
Texas
$417K +$41K +735 +11%
I
1493
INVST
Indiana
$416K -$601K -11,500 -59%
BG
1494
Benedetti & Gucer
Georgia
$416K -$77.4K -1,480 -16%
FFA
1495
Founders Financial Alliance
North Carolina
$416K +$202K +3,855 +94%
KTA
1496
Keeley-Teton Advisors
Illinois
$415K
BFA
1497
Bill Few Associates
Pennsylvania
$414K -$60.9K -1,165 -13%
SRC
1498
Shufro Rose & Co
New York
$412K
PCI
1499
Planning Center Inc
Illinois
$411K +$411K +7,865 New
SLG
1500
Stanley-Laman Group
Pennsylvania
$411K -$110K -2,105 -21%