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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 %
SCP
1501
Stevens Capital Partners
Nebraska
$410K -$15.2K -290 -4%
NCM
1502
NCM Capital Management
New Jersey
$409K -$13.1K -250 -3%
BWM
1503
Baystate Wealth Management
Massachusetts
$409K +$25.6K +490 +7%
HBT
1504
Hills Bank & Trust
Iowa
$407K
DP
1505
DDD Partners
Washington
$407K +$261 +5 +0.1%
WMA
1506
Wealth Management Associates
New Jersey
$406K -$6.01K -115 -1%
LAIC
1507
Lederer & Associates Investment Counsel
California
$405K
KAH
1508
Kathryn A. Hall
$403K
AC
1509
AWM Capital
Arizona
$401K
CWM
1510
Concentric Wealth Management
California
$400K -$90.2K -1,725 -18%
SCM
1511
Schnieders Capital Management
California
$400K -$3.4K -65 -0.8%
TFM
1512
TFC Financial Management
Massachusetts
$400K
BWM
1513
BCGM Wealth Management
Indiana
$399K +$127K +2,430 +47%
TW
1514
Transform Wealth
Colorado
$399K -$61.2K -1,170 -13%
VCP
1515
Verus Capital Partners
Arizona
$395K -$150K -2,875 -28%
LWCFA
1516
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$395K -$42.9K -820 -10%
FPB
1517
First PREMIER Bank
South Dakota
$395K
TT
1518
TI-Trust
Illinois
$394K -$5.23K -100 -1%
FM
1519
Family Management
New York
$394K +$132K +2,515 +50%
BCP
1520
Berkeley Capital Partners
Georgia
$394K +$63.3K +1,210 +19%
SAM
1521
Selway Asset Management
$392K
IWA
1522
Intercontinental Wealth Advisors
Texas
$392K
PI
1523
PFG Investments
New York
$388K -$115K -2,205 -23%
RB
1524
Renasant Bank
Mississippi
$387K -$783K -14,975 -67%
BTI
1525
Blue Trust Inc
Georgia
$387K -$271K -5,425 -41%