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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 %
SVCP
1576
Silicon Valley Capital Partners
California
$334K +$785 +15 +0.2%
HWM
1577
Hemington Wealth Management
Virginia
$334K
FWA
1578
FSC Wealth Advisors
New York
$334K +$79K +1,510 +31%
SPI
1579
Sutton Place Investors
New York
$333K
FCAG
1580
First Capital Advisors Group
New Jersey
$333K
SIA
1581
SkyView Investment Advisors
New Jersey
$333K
ZCM
1582
Ziegler Capital Management
Illinois
$333K
TWM
1583
Tradition Wealth Management
Minnesota
$332K +$262 +5 +0.1%
PD
1584
Planning Directions
Pennsylvania
$332K +$1.05K +20 +0.3%
JSL
1585
JT Stratford LLC
Georgia
$331K +$23.5K +450 +8%
CA
1586
CapWealth Advisors
Tennessee
$331K
MFP
1587
Meridian Financial Partners
Virginia
$331K +$331K +6,125 New
STC
1588
Sarah T. Connolly
$331K
BFG
1589
Berger Financial Group
Minnesota
$330K
JPMIA
1590
J.P. Marvel Investment Advisors
Massachusetts
$329K
KC
1591
Kingfisher Capital
North Carolina
$329K +$1.04K +20 +0.3%
MSCM
1592
McElhenny Sheffield Capital Management
Texas
$329K -$76.6K -1,465 -19%
AWM
1593
Avaii Wealth Management
Wisconsin
$328K
OBWG
1594
Onyx Bridge Wealth Group
New York
$328K -$4.45K -85 -1%
AA
1595
Ashford Advisors
New York
$327K
ERIM
1596
Eagle Ridge Investment Management
Connecticut
$327K +$2.09K +40 +0.6%
Fayez Sarofim & Co
1597
Fayez Sarofim & Co
Texas
$327K +$327K +6,250 New
FA
1598
Faithward Advisors
Pennsylvania
$326K -$83.7K -1,575 -20%
LIA
1599
LS Investment Advisors
Michigan
$323K -$32.9K -630 -9%
OLVIG
1600
Oliver Lagore Vanvalin Investment Group
Michigan
$323K +$323K +6,170 New