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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 %
ACM
1701
Absolute Capital Management
Pennsylvania
$33.4K +$33.4K +760 New
IBOK
1702
Independence Bank of Kentucky
Kentucky
$33K
HR
1703
Howe & Rusling
New York
$32K +$14.6K +335 +84%
DWA
1704
Dougherty Wealth Advisers
Minnesota
$32K +$32K +730 New
IRC
1705
Investors Research Corp
Georgia
$29K
WB
1706
West Bancorporation
Iowa
$28K -$39.1K -900 -58%
RCM
1707
Rain Capital Management
Oregon
$28K
KFO
1708
Kopp Family Office
Minnesota
$27K
TFA
1709
Toth Financial Advisory
Virginia
$27K +$22.1K +495 +450%
Bank Julius Baer & Co
1710
Bank Julius Baer & Co
Switzerland
$26K -$433 -10 -2%
TCWA
1711
Ten Capital Wealth Advisors
Washington
$25K
EA
1712
Evolution Advisers
Virginia
$24K
BAM
1713
Byrne Asset Management
New Jersey
$24K
PI
1714
PFS Investments
Georgia
$22.8K +$4.37K +99,640 +24%
GWM
1715
Grand Wealth Management
Michigan
$22K
GCM
1716
Gables Capital Management
Florida
$22K
FCT
1717
First Community Trust
Iowa
$22K
PFT
1718
Providence First Trust
Arizona
$22K +$22K +500 New
AWM
1719
Accel Wealth Management
Iowa
$21K
RDIA
1720
RE Dickinson Investment Advisors
Iowa
$20K
CAM
1721
Costello Asset Management
Pennsylvania
$18K -$15.8K -350 -47%
MSFP
1722
Mark Sheptoff Financial Planning
Connecticut
$18K
HFS
1723
Hantz Financial Services
Michigan
$17K
CTB
1724
Country Trust Bank
Illinois
$17K
ODG
1725
O'Dell Group
Ohio
$16K