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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 %
LB
1676
Legacy Bridge
Iowa
$269K +$165K +3,150 +158%
CAM
1677
Crestone Asset Management
Colorado
$269K
SWIG
1678
Strategic Wealth Investment Group
Kentucky
$269K -$41.8K -800 -13%
DCM
1679
Donaldson Capital Management
Indiana
$268K -$30.1K -575 -10%
FNBTCON
1680
First National Bank & Trust Co of Newtown
Pennsylvania
$268K +$28.8K +550 +12%
BAM
1681
BOS Asset Management
Illinois
$268K
CDH
1682
Charles D. Hyman
$266K +$18K +345 +7%
JJBC
1683
James J. Burns & Company
New York
$264K -$11.7K -225 -4%
APW
1684
Aurora Private Wealth
New Jersey
$264K +$784 +15 +0.3%
AA
1685
Aufman Associates
Pennsylvania
$264K
WTA
1686
Washington Trust Advisors
Massachusetts
$264K
BHPW
1687
Beverly Hills Private Wealth
California
$263K +$263K +4,920 New
HAIM
1688
Hunter Associates Investment Management
Pennsylvania
$263K
NAMP
1689
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$263K
BFA
1690
Bluestem Financial Advisors
Illinois
$262K -$15.4K -295 -6%
APWA
1691
Atlas Private Wealth Advisors
New Jersey
$262K +$262K +5,000 New
BAM
1692
Bosun Asset Management
Illinois
$261K
AI
1693
Auour Investments
Massachusetts
$261K +$261K +4,995 New
GFA
1694
Gallagher Fiduciary Advisors
Illinois
$261K -$41.6K -795 -14%
WAG
1695
Wallace Advisory Group
California
$261K
GA
1696
Greenspring Advisors
Maryland
$259K -$640K -12,245 -71%
LC
1697
Lavaca Capital
Texas
$259K +$12.8K +245 +5%
WP
1698
WMS Partners
Maryland
$258K -$1.31K -25 -0.5%
DBIA
1699
Dumont & Blake Investment Advisors
New Jersey
$258K +$261 +5 +0.1%
B
1700
Bellecapital
Switzerland
$257K