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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 %
IAM
1751
Innovis Asset Management
Illinois
$230K
WFA
1752
WestHill Financial Advisors
California
$230K -$1.31K -25 -0.6%
MSS
1753
Mitchell Sinkler & Starr
Pennsylvania
$229K +$6.54K +125 +3%
FFM
1754
Forum Financial Management
Illinois
$229K -$22K -420 -9%
FM
1755
Foster & Motley
Ohio
$228K
VBFG
1756
Vishria Bird Financial Group
Tennessee
$227K
AIS
1757
AM Investment Strategies
Tennessee
$227K +$227K +4,350 New
AWA
1758
Aletheian Wealth Advisors
Washington
$227K
SFM
1759
Signet Financial Management
New Jersey
$227K -$4.97K -95 -2%
SW
1760
SkyOak Wealth
Michigan
$226K -$13.1K -250 -5%
SVWAG
1761
Sound View Wealth Advisors Group
Georgia
$225K -$10.7K -205 -5%
FRA
1762
Frank Rimerman Advisors
California
$225K
BBW
1763
Blue Barn Wealth
Utah
$223K -$1.57K -30 -0.7%
FAM
1764
Formidable Asset Management
Ohio
$223K +$223K +4,260 New
CIP
1765
Capital Insight Partners
Arizona
$223K
DA
1766
Detalus Advisors
Missouri
$223K
LJAC
1767
L.J. Altfest & Co
New York
$222K +$524 +10 +0.2%
MAM
1768
McLean Asset Management
Virginia
$222K
GWM
1769
Graybill Wealth Management
Illinois
$221K +$221K +4,225 New
RLIM
1770
Red Lighthouse Investment Management
New York
$219K -$4.18K -80 -2%
GG
1771
Golden Green
South Carolina
$218K -$784 -15 -0.4%
LWM
1772
Laidlaw Wealth Management
New York
$217K +$217K +4,155 New
CAM
1773
Covenant Asset Management
New Jersey
$217K
GWSG
1774
GPS Wealth Strategies Group
Colorado
$215K -$23.3K -445 -10%
PIFP
1775
Partners in Financial Planning
Virginia
$215K +$215K +4,110 New