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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 %
HC
1626
Hoese & Co
Minnesota
$307K +$14.1K +270 +5%
ACM
1627
AlphaStar Capital Management
North Carolina
$304K -$53.6K -1,025 -15%
MWM
1628
Madison Wealth Management
Ohio
$303K -$20.9K -400 -6%
CST
1629
Charles Schwab Trust
Nevada
$302K +$60.3K +1,255 +25%
Luther King Capital Management (LKCM)
1630
Luther King Capital Management (LKCM)
Texas
$301K -$287K
BSA
1631
Bull Street Advisors
Georgia
$300K
NCM
1632
Noesis Capital Mangement
Florida
$300K
FCFC
1633
First Commonwealth Financial Corp
Pennsylvania
$299K -$6.8K -130 -2%
AWM
1634
Aberdeen Wealth Management
Illinois
$299K
ACM
1635
Advance Capital Management
Michigan
$299K +$1.05K +20 +0.4%
GCA
1636
Gradient Capital Advisors
California
$299K
RWM
1637
Rockwood Wealth Management
Pennsylvania
$298K +$51.3K +980 +21%
GCA
1638
Greenwood Capital Associates
South Carolina
$298K -$82.9K -1,585 -22%
Simplex Trading
1639
Simplex Trading
Illinois
$296K -$882K -16,880 -75%
LOPW
1640
Live Oak Private Wealth
North Carolina
$296K +$8.89K +170 +3%
CAM
1641
Clark Asset Management
New Hampshire
$296K +$296K +5,655 New
NB
1642
Nicolet Bankshares
Wisconsin
$295K
FAM
1643
Family Asset Management
South Carolina
$294K +$261 +5 +0.1%
GSC
1644
Grey Street Capital
Illinois
$294K
AA
1645
Auxano Advisors
Washington
$294K
TBNY
1646
Trustco Bank (New York)
New York
$293K +$293K +5,605 New
MWM
1647
McNaughton Wealth Management
California
$293K
SLF
1648
Sun Life Financial
Ontario, Canada
$290K
PA
1649
Procyon Advisors
Connecticut
$290K +$11.5K +220 +4%
RJTCONH
1650
Raymond James Trust Company of New Hampshire
New Hampshire
$288K +$1.05K +20 +0.4%