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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 %
CCMI
1726
Creative Capital Management Investments
California
$243K
MFS
1727
Madrona Financial Services
Washington
$242K -$4.45K -85 -2%
FCM
1728
Fortis Capital Management
Washington
$241K +$9.41K +180 +4%
HFS
1729
Heritage Financial Services
Massachusetts
$241K -$6.28K -120 -3%
CCA
1730
Column Capital Advisors
Indiana
$240K
AOWM
1731
Alpha Omega Wealth Management
Virginia
$240K +$2.62K +50 +1%
SL
1732
Sentry LLC
Tennessee
$239K
CFGSD
1733
Compass Financial Group (South Dakota)
South Dakota
$239K
RWS
1734
Resolute Wealth Strategies
Mississippi
$239K +$523 +10 +0.2%
GIP
1735
Granite Investment Partners
California
$238K
SWM
1736
Seed Wealth Management
Illinois
$238K
SRWM
1737
Shira Ridge Wealth Management
California
$237K +$17.8K +340 +8%
DWM
1738
Denver Wealth Management
Colorado
$236K +$21.7K +415 +10%
MHWM
1739
Montz Harcus Wealth Management
Louisiana
$236K +$523 +10 +0.2%
NRG
1740
Nemes Rush Group
Michigan
$236K +$236K +4,510 New
HPIA
1741
Hamilton Point Investment Advisors
North Carolina
$235K
PPW
1742
Parcion Private Wealth
Washington
$235K -$357K -6,835 -60%
AWM
1743
Affinity Wealth Management
Delaware
$235K +$1.83K +35 +0.8%
NFW
1744
Noble Family Wealth
Florida
$234K
ACA
1745
Affinity Capital Advisors
California
$234K -$47.3K -905 -17%
EWA
1746
Evolution Wealth Advisors
Florida
$234K -$8.11K -155 -3%
ST
1747
Sageworth Trust
Pennsylvania
$234K
Schroder Investment Management Group
1748
Schroder Investment Management Group
United Kingdom
$234K
AP
1749
Adero Partners
California
$232K
SF
1750
Slagle Financial
Illinois
$231K +$231K +4,420 New