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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 %
JWM
1576
JFG Wealth Management
Colorado
$215K
SFP
1577
Sweet Financial Partners
Minnesota
$215K
SC
1578
Saiph Capital
New Jersey
$214K -$44.1K -1,005 -17%
WIC
1579
Woodmont Investment Counsel
Tennessee
$214K +$214K +4,875 New
KFP
1580
KMG Fiduciary Partners
Ohio
$213K -$13K -295 -6%
CWS
1581
Cypress Wealth Services
California
$212K -$24.6K -545 -10%
MSCM
1582
McElhenny Sheffield Capital Management
Texas
$212K -$1.97K -45 -0.9%
PSIWM
1583
Paradigm Strategies in Wealth Management
Minnesota
$211K
PO
1584
Private Ocean
California
$210K
AA
1585
Aire Advisors
California
$210K +$1.32K +30 +0.6%
KWM
1586
Keebeck Wealth Management
Illinois
$209K -$5.26K -120 -2%
TYCC
1587
Texas Yale Capital Corp
Florida
$208K
ZIG
1588
Zuckerman Investment Group
Illinois
$208K
BMC
1589
Beaton Management Company
Massachusetts
$208K
GSC
1590
Ground Swell Capital
South Carolina
$208K +$208K +4,745 New
TWM
1591
Tradition Wealth Management
Minnesota
$207K
GG
1592
Golden Green
South Carolina
$207K +$207K +4,720 New
LC
1593
Lavaca Capital
Texas
$207K +$207K +4,725 New
KC
1594
Kenfarb & Co
Kentucky
$206K
LNWTC
1595
Laird Norton Wetherby Trust Company
Washington
$205K +$205K +4,675 New
NB
1596
Nicolet Bankshares
Wisconsin
$204K
LJAC
1597
L.J. Altfest & Co
New York
$204K +$6.81K +155 +3%
AMC
1598
Asset Management Corp
Illinois
$202K
TCWM
1599
Total Clarity Wealth Management
Illinois
$202K +$61.4K +1,400 +44%
CCA
1600
Column Capital Advisors
Indiana
$201K