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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 %
MOS
1751
MGO One Seven
Ohio
$3.56K -$43 -915 -1%
TVWM
1752
Tower View Wealth Management
Wisconsin
$3K
LWA
1753
Lowe Wealth Advisors
Maryland
$3K
BRA
1754
Biechele Royce Advisors
Indiana
$3K +$3K +75 New
NDSI
1755
Newman Dignan & Sheerar Inc
Rhode Island
$2.84K -$49 -1,110 -2%
SIS
1756
Sound Income Strategies
Florida
$2K -$5.11K -115 -72%
GA
1757
GoalVest Advisory
New York
$1K
HCP
1758
Hexagon Capital Partners
Arkansas
$1K
KC
1759
Knuff & Co
California
$1K
SJIA
1760
St. James Investment Advisors
New York
$1K
CCM
1761
Cribstone Capital Management
Maine
$1K
OIS
1762
Okabena Investment Services
Minnesota
$1K
WWP
1763
WR Wealth Planners
Missouri
$877
PWP
1764
Principle Wealth Partners
Connecticut
$773 +$29 +660 +4%
FHC
1765
First Heartland Consultants
Missouri
$569 +$46 +1,050 +9%
EWM
1766
Executive Wealth Management
Michigan
$367 -$1.29K -6,430 -78%
WIM
1767
Westside Investment Management
California
$104 +$17 +380 +19%
Macquarie Group
1768
Macquarie Group
Australia
-$49M -1,082,845 Closed
CCWA
1769
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$45.4M -1,002,980 Closed
FZCM
1770
Flynn Zito Capital Management
New York
-$5.52M -121,935 Closed
RWIA
1771
Roger Wittlin Investment Advisory
California
-$3.75M -82,790 Closed
MP
1772
McDonald Partners
Ohio
-$3.24M -71,570 Closed
CBN
1773
Cadence Bank NA
Texas
-$2.54M -56,110 Closed
DFA
1774
DHK Financial Advisors
New Hampshire
-$2.4M -52,980 Closed
SWM
1775
Scissortail Wealth Management
Oklahoma
-$2.66M -46,970 Closed