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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 %
Bank of Montreal
1501
Bank of Montreal
Ontario, Canada
$259K +$14.5K +304,675 +6%
APW
1502
Aurora Private Wealth
New Jersey
$258K
PCM
1503
Princeton Capital Management
New Jersey
$258K
ACI
1504
Alpha Cubed Investments
California
$257K -$35.1K -800 -12%
EC
1505
Estate Counselors
Wisconsin
$256K +$25.2K +575 +11%
CC
1506
Cypress Capital
Tennessee
$254K -$2.19K -50 -0.9%
ME
1507
McIlrath & Eck
Washington
$252K -$418K -9,555 -62%
Luther King Capital Management (LKCM)
1508
Luther King Capital Management (LKCM)
Texas
$252K -$260K
HFS
1509
Haverford Financial Services
Pennsylvania
$252K
BSA
1510
Bull Street Advisors
Georgia
$252K
RWM
1511
Rockwood Wealth Management
Pennsylvania
$252K -$1.97K -45 -0.8%
GCA
1512
Gradient Capital Advisors
California
$251K -$18.4K -420 -7%
AWM
1513
Aberdeen Wealth Management
Illinois
$251K
RPSA
1514
Richard P. Slaughter Associates
Texas
$251K +$251K +5,735 New
OSAM
1515
O'Shaughnessy Asset Management
Connecticut
$250K +$17.3K +395 +7%
NCM
1516
Noesis Capital Mangement
Florida
$247K
HC
1517
Hoese & Co
Minnesota
$246K -$121K -2,750 -33%
MWM
1518
McNaughton Wealth Management
California
$246K
AP
1519
Adero Partners
California
$245K +$245K +5,275 New
MPW
1520
Monterey Private Wealth
California
$244K -$1.11K -25 -0.5%
CPA
1521
Capital Planning Advisors
California
$244K +$9.85K +225 +4%
KA
1522
Kovack Advisors
Florida
$243K -$34.2K -780 -12%
SLF
1523
Sun Life Financial
Ontario, Canada
$243K
JC
1524
JB Capital
Connecticut
$242K +$5.7K +130 +2%
Qube Research & Technologies (QRT)
1525
Qube Research & Technologies (QRT)
United Kingdom
$241K -$428K -9,770 -64%