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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 %
TI
1701
Tidal Investments
Wisconsin
$257K +$257K +4,925 New
HWP
1702
Heritage Wealth Partners
Ohio
$256K +$256K +4,900 New
OWM
1703
Orgel Wealth Management
Wisconsin
$253K
IAS
1704
Insigneo Advisory Services
Florida
$253K +$253K +4,840 New
CWS
1705
Cypress Wealth Services
California
$252K
LAM
1706
LifePro Asset Management
California
$252K +$252K +4,820 New
MM
1707
Main Management
California
$252K -$2.9M -55,535 -92%
IIC
1708
Integrated Investment Consultants
Michigan
$251K +$251K +4,800 New
KWM
1709
Keebeck Wealth Management
Illinois
$251K +$1.57K +30 +0.6%
BCM
1710
BTC Capital Management
Iowa
$250K
RWG
1711
Regal Wealth Group
California
$250K -$3.86M -74,320 -94%
TYCC
1712
Texas Yale Capital Corp
Florida
$249K +$262 +5 +0.1%
CRI
1713
Commonwealth Retirement Investments
Virginia
$249K
STA
1714
Summit Trail Advisors
New York
$248K -$46.5K -890 -16%
BMC
1715
Beaton Management Company
Massachusetts
$248K
ZIG
1716
Zuckerman Investment Group
Illinois
$248K
NB
1717
Northwest Bancshares
Pennsylvania
$247K +$247K +4,730 New
RIL
1718
Rothschild Investment LLC
Illinois
$247K +$247K +4,720 New
RFA
1719
Resurgent Financial Advisors
Georgia
$247K +$7.06K +135 +3%
AP
1720
Americana Partners
Texas
$246K +$246K +4,710 New
PO
1721
Private Ocean
California
$246K
MFWP
1722
Mosaic Family Wealth Partners
Missouri
$246K -$3.92K -75 -2%
API
1723
Advisor Partners II
California
$246K -$201K -3,940 -45%
LA
1724
LVW Advisors
New York
$245K +$1.31K +25 +0.5%
GIA
1725
Goodwin Investment Advisory
Georgia
$244K +$30.6K +585 +14%