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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 %
BTW
1651
Boston Trust Walden
Massachusetts
$287K
CPA
1652
Capital Planning Advisors
California
$285K -$1.46M -27,990 -84%
SAM
1653
Strategy Asset Managers
California
$284K +$261 +5 +0.1%
FP
1654
Financial Perspectives
Minnesota
$284K +$1.57K +30 +0.6%
WIP
1655
WealthCare Investment Partners
Rhode Island
$284K
NIM
1656
Northeast Investment Management
Massachusetts
$283K +$283K +5,420 New
MPW
1657
Monterey Private Wealth
California
$282K +$19.9K +380 +8%
KWM
1658
KFG Wealth Management
Indiana
$282K +$46.3K +885 +20%
BWP
1659
Bernardo Wealth Planning
Pennsylvania
$281K -$40.5K -775 -13%
MWA
1660
Monograph Wealth Advisors
California
$280K
WPC
1661
White Pine Capital
Minnesota
$280K +$16.7K +320 +6%
SWM
1662
Segment Wealth Management
Texas
$279K
SWM
1663
Sugarloaf Wealth Management
Georgia
$279K -$35.6K -680 -11%
CF
1664
Convergence Financial
Missouri
$277K -$21.7K -415 -7%
IA
1665
Inspire Advisors
Idaho
$276K +$23K +440 +9%
RCM
1666
Requisite Capital Management
Texas
$276K
SWRP
1667
Summit Wealth & Retirement Planning
California
$276K
DWA
1668
Douglass Winthrop Advisors
New York
$276K
SF
1669
Safeguard Financial
Wisconsin
$275K +$35.2K +675 +15%
AP
1670
Atwood & Palmer
Missouri
$274K +$112K +2,145 +69%
SFG
1671
Sunburst Financial Group
Alabama
$272K -$143K -2,740 -34%
EA
1672
Ellsworth Advisors
Ohio
$271K +$523 +10 +0.2%
NP
1673
NorthRock Partners
Minnesota
$271K -$5.49K -105 -2%
SCP
1674
Sandhill Capital Partners
New York
$271K -$34.3K -655 -11%
VWA
1675
Visionary Wealth Advisors
Illinois
$270K -$4.19K -80 -2%