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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 %
PWMG
1651
Prestige Wealth Management Group
New Jersey
$91K
AWM
1652
Aspire Wealth Management
Massachusetts
$91K
BCM
1653
Bourgeon Capital Management
Connecticut
$88K
LB
1654
Legacy Bridge
Iowa
$88K
KFP
1655
KB Financial Partners
New Jersey
$88K
SC
1656
Siena Capital
Ohio
$88K
AWM
1657
Angeles Wealth Management
California
$88K
MFA
1658
Morling Financial Advisors
California
$88K +$658 +15 +0.8%
CMBA
1659
C.M. Bidwell & Associates
Hawaii
$87K
RMC
1660
Resources Management Corp
Connecticut
$87K
KFS
1661
Kelly Financial Services
Massachusetts
$83.5K +$6.13K +140 +8%
MRCM
1662
M&R Capital Management
New Jersey
$82K
HWA
1663
Heritage Wealth Advisors
Virginia
$81.3K
SN
1664
Sittner & Nelson
Oregon
$77K
AWM
1665
AllSquare Wealth Management
New York
$76K
BCMLT
1666
Beacon Capital Management LLC (Tennessee)
Tennessee
$70K
AP
1667
Atwood & Palmer
Missouri
$70K +$10.9K +250 +19%
APW
1668
Axim Planning & Wealth
Ohio
$68K
LFG
1669
Larson Financial Group
Missouri
$65K +$1.53K +35 +2%
HH
1670
HWG Holdings
Texas
$64K +$64K +1,460 New
LWP
1671
Lumature Wealth Partners
Georgia
$63K
FFA
1672
Fairfield Financial Advisors
Massachusetts
$62.4K +$14.9K +340 +31%
LFA
1673
Level Financial Advisors
New York
$62K
EBA
1674
Eagle Bay Advisors
New York
$61K
EC
1675
EdgeRock Capital
Colorado
$58K +$58K +1,325 New