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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 %
ADL
1601
Asset Dedication LLC
California
$322K +$23K +440 +8%
AL
1602
ADE LLC
Maryland
$322K -$6.54K -125 -2%
TAM
1603
Tucker Asset Management
Colorado
$321K
ACM
1604
Ardent Capital Management
Ohio
$321K +$87.6K +1,675 +38%
ZIC
1605
ZWJ Investment Counsel
Georgia
$319K -$18.3K -350 -5%
AGC
1606
Aspen Grove Capital
Colorado
$319K
IWP
1607
IAG Wealth Partners
Wisconsin
$319K
VCM
1608
Vivaldi Capital Management
Illinois
$319K -$571K -10,920 -64%
AIC
1609
Archer Investment Corporation
Indiana
$318K +$9.41K +180 +3%
GFG
1610
Greystone Financial Group
Michigan
$317K -$175K -3,350 -36%
PCS
1611
Personal CFO Solutions
New Jersey
$317K -$91.2K -1,745 -22%
CCT
1612
Capital City Trust
Florida
$316K -$54.9K -1,050 -15%
GI
1613
Gradient Investments
Minnesota
$316K +$20.7K +395 +7%
WAL
1614
W Advisors LLC
Tennessee
$315K
PWM
1615
Paulson Wealth Management
Illinois
$315K -$2.88K -55 -0.9%
GWM
1616
Gray Wealth Management
Maine
$315K
PGAM
1617
Princeton Global Asset Management
New Jersey
$314K
Toronto Dominion Bank
1618
Toronto Dominion Bank
Ontario, Canada
$313K
BO
1619
Bank OZK
Arkansas
$313K -$13.9K -265 -4%
HIP
1620
HUB Investment Partners
Texas
$313K +$313K +5,980 New
PFG
1621
PAX Financial Group
Texas
$312K +$11K +210 +4%
TF
1622
Trek Financial
Arizona
$311K +$311K +5,940 New
JC
1623
JB Capital
Connecticut
$310K +$4.18K +80 +1%
JC
1624
Jentner Corp
Ohio
$309K
PCM
1625
Princeton Capital Management
New Jersey
$308K