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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 %
NP
1526
NorthRock Partners
Minnesota
$241K -$18K -410 -7%
BTW
1527
Boston Trust Walden
Massachusetts
$241K
CHAM
1528
Clear Harbor Asset Management
Connecticut
$241K
MM
1529
Meridian Management
Arkansas
$239K
CDIA
1530
Capital Directions Investment Advisors
Georgia
$238K -$251K -5,545 Closed
DCM
1531
Donaldson Capital Management
Indiana
$238K
HBW
1532
Hazlett, Burt & Watson
West Virginia
$237K -$21.2K -485 -8%
FM
1533
Foster & Motley
Ohio
$237K -$2.19K -50 -0.9%
GA
1534
Geller Advisors
New York
$237K
LWAC
1535
Laurel Wealth Advisors (California)
California
$237K
SBL
1536
Sargent Bickham Lagudis
Colorado
$237K +$5.48K +125 +2%
SSC
1537
Syverson Strege & Co
Iowa
$237K +$79.2K +1,810 +50%
MWA
1538
Monograph Wealth Advisors
California
$235K
FP
1539
Financial Perspectives
Minnesota
$234K +$219 +5 +0.1%
SWM
1540
Segment Wealth Management
Texas
$234K
FWA
1541
FSC Wealth Advisors
New York
$234K +$57.1K +1,300 +32%
Fisher Asset Management
1542
Fisher Asset Management
Washington
$233K -$274K -6,240 -54%
BFA
1543
Bluestem Financial Advisors
Illinois
$233K -$3.51K -80 -1%
IA
1544
Inspire Advisors
Idaho
$232K +$3.29K +75 +1%
KP
1545
Keel Point
Alabama
$232K +$15.8K +360 +7%
SWRP
1546
Summit Wealth & Retirement Planning
California
$231K
RCM
1547
Requisite Capital Management
Texas
$231K +$231K +5,275 New
B
1548
Bellecapital
Switzerland
$230K
CDH
1549
Charles D. Hyman
$230K
FWM
1550
Focused Wealth Management
New York
$230K +$24.8K +565 +12%