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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 %
SCI
1751
Stableford Capital II
Arizona
$212K +$212K +4,380 New
LJAC
1752
L.J. Altfest & Co
New York
$211K +$999 +20 +0.5%
CCM
1753
Chilton Capital Management
Texas
$210K +$210K +4,200 New
SRWM
1754
Shira Ridge Wealth Management
California
$210K +$210K +4,195 New
GG
1755
Golden Green
South Carolina
$209K -$27K -540 -11%
FBC
1756
Fairfield, Bush & Co
Connecticut
$208K -$116K -2,325 -36%
GLA
1757
Great Lakes Advisors
Illinois
$207K -$96.1K -1,920 -32%
CAM
1758
Covenant Asset Management
New Jersey
$207K
NCM
1759
Northwest Capital Management
Oregon
$206K -$121K -2,420 -37%
DWM
1760
Denver Wealth Management
Colorado
$205K +$205K +4,105 New
GIA
1761
Goodwin Investment Advisory
Georgia
$205K
OWM
1762
OneAscent Wealth Management
Alabama
$204K +$204K +4,070 New
FFA
1763
Founders Financial Alliance
North Carolina
$204K -$197K -3,975 -49%
MPI
1764
Mairs & Power Inc
Minnesota
$202K +$202K +4,045 New
SC
1765
Saiph Capital
New Jersey
$202K -$12.5K -250 -6%
MGIA
1766
Matthew Goff Investment Advisor
Texas
$202K
AC
1767
ASB Consultores
Florida
$201K -$17.3K -345 -8%
FRA
1768
Front Row Advisors
California
$201K
LNWTC
1769
Laird Norton Wetherby Trust Company
Washington
$201K +$201K +4,010 New
FMTCOCP
1770
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$200K
AA
1771
Addison Advisors
Vermont
$196K -$4K -80 -2%
TCM
1772
TD Capital Management
Tennessee
$182K +$25K +500 +16%
RFA
1773
Register Financial Advisors
Georgia
$177K -$5.01K -100 -3%
PCTC
1774
Perkins Coie Trust Company
Washington
$173K
SSC
1775
Syverson Strege & Co
Iowa
$172K