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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 %
NFW
1726
Noble Family Wealth
Florida
$224K +$224K +4,480 New
ST
1727
Sageworth Trust
Pennsylvania
$224K
Schroder Investment Management Group
1728
Schroder Investment Management Group
United Kingdom
$224K
ACM
1729
Ardent Capital Management
Ohio
$223K -$1.25K -25 -0.6%
AWM
1730
Affinity Wealth Management
Delaware
$223K -$16K -320 -7%
AP
1731
Adero Partners
California
$222K
FCM
1732
Fortis Capital Management
Washington
$222K +$222K +4,430 New
SFM
1733
Signet Financial Management
New Jersey
$222K +$222K +4,430 New
WFA
1734
WestHill Financial Advisors
California
$221K +$250 +5 +0.1%
IAM
1735
Innovis Asset Management
Illinois
$220K
TSW
1736
Thompson Siegel & Walmsley
Virginia
$219K
FM
1737
Foster & Motley
Ohio
$218K
AWA
1738
Aletheian Wealth Advisors
Washington
$217K -$1.25K -25 -0.6%
VBFG
1739
Vishria Bird Financial Group
Tennessee
$217K
CA
1740
Carson Advisory
Georgia
$216K +$5.26K +105 +2%
FRA
1741
Frank Rimerman Advisors
California
$215K
BBW
1742
Blue Barn Wealth
Utah
$215K +$1.75K +35 +0.8%
MS
1743
Madden Securities
Texas
$215K
ML
1744
McAdam LLC
Pennsylvania
$214K +$214K +4,275 New
RLIM
1745
Red Lighthouse Investment Management
New York
$214K
CIP
1746
Capital Insight Partners
Arizona
$213K
MSS
1747
Mitchell Sinkler & Starr
Pennsylvania
$213K +$213K +4,260 New
DA
1748
Detalus Advisors
Missouri
$213K +$213K +4,260 New
MAM
1749
McLean Asset Management
Virginia
$212K
AMC
1750
Asset Management Corp
Illinois
$212K -$18.5K -370 -8%