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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 %
LAS
1551
LWM Advisory Services
Florida
$230K +$230K +5,235 New
GWSG
1552
GPS Wealth Strategies Group
Colorado
$229K +$5.04K +115 +2%
BCM
1553
BTR Capital Management
California
$228K +$228K +5,200 New
ACA
1554
Affinity Capital Advisors
California
$226K -$1.97K -45 -0.9%
BFG
1555
Barber Financial Group
Kansas
$226K -$659 -15 -0.3%
CAM
1556
Crestone Asset Management
Colorado
$226K
HFS
1557
Heritage Financial Services
Massachusetts
$225K
NL
1558
Navalign LLC
California
$224K -$98.3K -2,245 -31%
TC
1559
Trust Company
Kansas
$224K
AC
1560
Anson Capital
Georgia
$223K -$31.4K -715 -12%
FIA
1561
Foundations Investment Advisors
Arizona
$223K -$20K -455 -8%
SWIG
1562
Strategic Wealth Investment Group
Kentucky
$223K +$223K +5,090 New
AA
1563
Aufman Associates
Pennsylvania
$221K
WTA
1564
Washington Trust Advisors
Massachusetts
$221K
NAMP
1565
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$220K
BAM
1566
Bosun Asset Management
Illinois
$219K
RWA
1567
Redmont Wealth Advisors
Illinois
$219K
SF
1568
SBK Financial
Virginia
$219K
MAM
1569
Meeder Asset Management
Ohio
$218K -$133K -3,035 -38%
VBWMG
1570
Von Berge Wealth Management Group
California
$218K
WP
1571
WMS Partners
Maryland
$217K -$4.16K -95 -2%
LA
1572
LVW Advisors
New York
$217K +$217K +4,940 New
DBIA
1573
Dumont & Blake Investment Advisors
New Jersey
$216K
EP
1574
EPIQ Partners
Minnesota
$216K
BCM
1575
BTC Capital Management
Iowa
$215K -$14.3K -325 -6%