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iShares Core S&P Mid-Cap ETF

1,904 hedge funds and large institutions have $48.9B invested in iShares Core S&P Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 761 increasing their positions, 759 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,904
Holders Change
-15
Holders Change %
-0.78%
% of All Funds
30.47%
Holding in Top 10
329
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-4.64%
% of All Funds
5.27%
New
107
Increased
761
Reduced
759
Closed
81
Calls
$14.8M
Puts
$8.08M
Net Calls
+$6.73M
Net Calls Change
+$37.4M
Name Holding Trade Value Shares
Change
Shares
Change %
DBIA
1676
Dumont & Blake Investment Advisors
New Jersey
$247K
B
1677
Bellecapital
Switzerland
$246K -$16.5K -330 -6%
NEWAS
1678
N.E.W. Advisory Services
Wisconsin
$246K
C
1679
CEDRUS
Colorado
$245K +$1.75K +35 +0.7%
AC
1680
AlphaCore Capital
California
$244K +$23.3K +465 +11%
FWA
1681
FSC Wealth Advisors
New York
$244K -$21.3K -425 -8%
CW
1682
Channel Wealth
California
$243K +$243K +4,850 New
PWA
1683
Pillar Wealth Advisors
Pennsylvania
$242K +$242K +4,845 New
IA
1684
Inspire Advisors
Idaho
$242K +$242K +4,840 New
OWM
1685
Orgel Wealth Management
Wisconsin
$242K -$2.5K -50 -1%
VBWMG
1686
Von Berge Wealth Management Group
California
$242K
FIA
1687
Foundations Investment Advisors
Arizona
$240K -$19.3K -385 -7%
FFM
1688
Forum Financial Management
Illinois
$240K +$240K +4,800 New
MFWP
1689
Mosaic Family Wealth Partners
Missouri
$239K -$124K -2,470 -34%
BCM
1690
BTC Capital Management
Iowa
$239K -$101K -2,025 -30%
KWM
1691
Keebeck Wealth Management
Illinois
$238K
TYCC
1692
Texas Yale Capital Corp
Florida
$238K +$750 +15 +0.3%
BMC
1693
Beaton Management Company
Massachusetts
$238K
PNC
1694
Park National Corp
Ohio
$238K -$19K -380 -7%
CRI
1695
Commonwealth Retirement Investments
Virginia
$238K
CDH
1696
Charles D. Hyman
$237K -$25K -500 -10%
ZIG
1697
Zuckerman Investment Group
Illinois
$237K
RWM
1698
Rockwood Wealth Management
Pennsylvania
$236K -$54.8K -1,095 -19%
HFS
1699
Heritage Financial Services
Massachusetts
$236K -$9.51K -190 -4%
MFS
1700
Madrona Financial Services
Washington
$236K +$1K +20 +0.4%