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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 %
FCA
1551
Fortis Capital Advisors
Kansas
$361K -$217K -4,140 -38%
FLA
1552
Financial Life Advisors
Texas
$360K -$849K -16,240 -70%
MCCA
1553
Mill Creek Capital Advisors
Pennsylvania
$359K
GWM
1554
Greenhouse Wealth Management
Connecticut
$358K +$1.05K +20 +0.3%
HT
1555
Heritage Trust
Oklahoma
$358K -$58.8K -1,125 -14%
SAM
1556
Sawgrass Asset Management
Florida
$356K
CAM
1557
Concorde Asset Management
Michigan
$355K +$66.1K +1,265 +23%
WFAG
1558
Worth Financial Advisory Group
North Carolina
$355K -$2.09K -40 -0.6%
OIA
1559
Optimum Investment Advisors
Illinois
$354K
CAMG
1560
CWA Asset Management Group
Florida
$354K -$23.3K -445 -6%
FGG
1561
Financial Guidance Group
Florida
$352K
ACM
1562
Arlington Capital Management
Illinois
$352K -$393K -7,520 -53%
CFAM
1563
Center For Asset Management
Florida
$352K +$352K +6,735 New
FB
1564
First Bancorp
Maine
$351K +$28K +535 +9%
FWI
1565
Facet Wealth Inc
Maryland
$349K -$13.7K -255 -4%
MFG
1566
Mendota Financial Group
Wisconsin
$348K -$189K -3,605 -35%
NAS
1567
Nicolet Advisory Services
Wisconsin
$346K +$105K +2,040 +44%
HBW
1568
Hazlett, Burt & Watson
West Virginia
$344K -$40.6K -765 -11%
SPWG
1569
Syntegra Private Wealth Group
Missouri
$342K -$144K -2,745 -30%
TSS
1570
Two Sigma Securities
New York
$342K -$520K -9,935 -60%
AWM
1571
Abound Wealth Management
Tennessee
$342K -$38.4K -735 -10%
BBA
1572
Braun-Bostich & Associates
Pennsylvania
$342K
CBT
1573
CoreFirst Bank & Trust
Kansas
$339K +$285K +5,450 +532%
MTC
1574
McDaniel Terry & Co
Texas
$337K
BP
1575
BCK Partners
New York
$335K -$125K -2,395 -27%