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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 %
RFWA
1526
RPg Family Wealth Advisory
Massachusetts
$387K -$24.8K -475 -6%
RRCM
1527
Rappaport Reiches Capital Management
Illinois
$386K +$13.9K +265 +4%
FPCP
1528
Fort Point Capital Partners
California
$384K +$36.9K +705 +11%
JFG
1529
JMG Financial Group
Illinois
$384K +$8.36K +160 +2%
RBFC
1530
Roman Butler Fullerton & Co
Missouri
$384K +$272 +5 +0.1%
AWA
1531
Alta Wealth Advisors
Massachusetts
$382K -$2.62K -50 -0.7%
ES
1532
Eagle Strategies
New York
$381K -$285K -5,455 -43%
PIA
1533
Powell Investment Advisors
Florida
$380K -$104K -1,980 -21%
MIAS
1534
Mason Investment Advisory Services
Virginia
$379K
WG
1535
Welch Group
Alabama
$377K -$6.8K -130 -2%
VCAM
1536
Van Cleef Asset Management
Ohio
$377K +$22.5K +430 +6%
EA
1537
Eudaimonia Advisors
Tennessee
$376K +$3.92K +75 +1%
SFO
1538
Stokes Family Office
Louisiana
$376K
MPCL
1539
My Personal CFO LLC
Washington
$375K +$4.18K +80 +1%
CFO
1540
Custos Family Office
Texas
$375K +$262 +5 +0.1%
DWM
1541
Defined Wealth Management
Oregon
$374K -$261 -5 -0.1%
FWM
1542
Focused Wealth Management
New York
$373K +$1.83K +35 +0.5%
ME
1543
McIlrath & Eck
Washington
$371K +$65.9K +1,260 +22%
SBIA
1544
Sheaff Brock Investment Advisors
Indiana
$370K
SB
1545
Sunflower Bank
Texas
$370K
LA
1546
LexAurum Advisors
Kansas
$369K -$25.9K -495 -7%
FWP
1547
Falcon Wealth Planning
California
$367K
GKWIM
1548
Gerber Kawasaki Wealth & Investment Management
California
$366K +$68.2K +1,305 +23%
LMKC
1549
L.M. Kohn & Company
Ohio
$365K +$9.94K +190 +3%
ACI
1550
Alpha Cubed Investments
California
$362K +$55.2K +1,055 +18%