IJH icon

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 %
ECG
151
Edge Capital Group
Georgia
$32.8M +$2.35M +53,625 +8%
CA
152
Cetera Advisors
Colorado
$32.4M +$762K +17,370 +2%
EWM
153
Evermay Wealth Management
Virginia
$32.3M +$441K +10,050 +1%
AWE
154
Avidian Wealth Enterprises
Texas
$32M +$4.71M +107,350 +17%
SAS
155
Sanford Advisory Services
Michigan
$31.4M -$840K -19,160 -3%
GBT
156
Grove Bank & Trust
Florida
$31.3M -$411K -9,365 -1%
Lazard Asset Management
157
Lazard Asset Management
New York
$31.2M -$1.53M -34,800 -5%
WAP
158
Wealthcare Advisory Partners
Pennsylvania
$30.9M -$1.65M -37,525 -5%
JWA
159
JFS Wealth Advisors
Pennsylvania
$30.8M -$120K -2,745 -0.4%
SPP
160
Single Point Partners
Massachusetts
$30.8M -$1.35M -30,840 -4%
BWA
161
BDO Wealth Advisors
Florida
$30.7M +$403K +9,195 +1%
CPO
162
Cerity Partners OCIO
New York
$30.6M -$2.79M -63,590 -8%
EH
163
Equitable Holdings
New York
$30.5M +$1.71M +39,030 +6%
WTC
164
WhitTier Trust Company
Nevada
$30.4M +$606K +13,820 +2%
RWB
165
RMR Wealth Builders
New Jersey
$30.3M +$2.31M +52,735 +8%
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$30.2M +$1.02M +23,280 +3%
AA
167
ALPS Advisors
Colorado
$30M -$1.06M -24,175 -3%
T
168
TrueFG
Texas
$29.8M +$569K +12,980 +2%
CIA
169
Capital Investment Advisors
Georgia
$29.2M -$276K -6,290 -0.9%
W
170
Wealthquest
Ohio
$29M -$344K -7,855 -1%
TF
171
TimeScale Financial
Massachusetts
$27.9M +$181K +4,125 +0.7%
SFS
172
Summit Financial Strategies
Ohio
$27.9M -$81.8K -1,865 -0.3%
AAS
173
Ameritas Advisory Services
Nebraska
$27.8M -$1.08M -24,560 -4%
PP
174
PDS Planning
Ohio
$27.8M +$3.29M +74,910 +13%
Fiera Capital (Canada)
175
Fiera Capital (Canada)
Quebec, Canada
$27.3M -$856K -19,530 -3%