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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 %
MWA
1676
Moser Wealth Advisors
Washington
$56K
TFM
1677
TFC Financial Management
Massachusetts
$55K
AC
1678
Asio Capital
Kentucky
$55K +$55K +1,250 New
SIC
1679
SJS Investment Consulting
Ohio
$54K +$54K +1,235 New
RAM
1680
Riggs Asset Management
Pennsylvania
$53K
ADL
1681
Asset Dedication LLC
California
$53K +$53K +1,200 New
WOC
1682
West Oak Capital
California
$50K -$5.44K -125 -10%
SAM
1683
Strategic Asset Management
Minnesota
$50K -$223 -20 -0.4%
BCV
1684
Banque Cantonale Vaudoise
Switzerland
$49K -$12.8K -290 -21%
CWA
1685
Clearview Wealth Advisors
Oregon
$48K
DCM
1686
Dupont Capital Management
Delaware
$47K -$12.4K -280 -21%
SCA
1687
Stonebridge Capital Advisors
Minnesota
$47K
BCM
1688
Blume Capital Management
California
$47K
CBT
1689
CoreFirst Bank & Trust
Kansas
$45K
PP
1690
PrairieView Partners
Minnesota
$43K
MFA
1691
McClarren Financial Advisors
Pennsylvania
$43K +$43K +980 New
ACA
1692
Atlas Capital Advisors
Wyoming
$41K
ACB
1693
Aristotle Capital Boston
Massachusetts
$40K +$16.5K +380 +70%
RCM
1694
Raleigh Capital Management
North Carolina
$40K +$40K +920 New
LFA
1695
Legend Financial Advisors
Pennsylvania
$38.6K +$38.6K +880 New
ACM
1696
Antonetti Capital Management
Florida
$38K
VCM
1697
Vigilant Capital Management
Maine
$37K +$33.9K +770 +1,100%
BSWA
1698
Bromfield Sneider Wealth Advisors
Massachusetts
$35K
BAM
1699
Bellevue Asset Management
Washington
$34K
SMA
1700
Sage Mountain Advisors
Georgia
$34K