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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 %
JWM
1776
Janiczek Wealth Management
Colorado
$167K
PSB
1777
Piscataqua Savings Bank
New Hampshire
$162K
MIM
1778
MTM Investment Management
South Carolina
$160K -$9.51K -190 -6%
MHR
1779
Matthew Hamilton Rosenberg
$160K
AP
1780
Atwood & Palmer
Missouri
$155K +$75K +1,500 +94%
IWP
1781
Icon Wealth Partners
Texas
$155K +$155K +3,095 New
HDIM
1782
Hanson & Doremus Investment Management
Vermont
$151K
WWM
1783
Wagner Wealth Management
South Carolina
$151K +$13K +260 +9%
SWA
1784
Sutton Wealth Advisors
Florida
$150K +$41.8K +835 +39%
SA
1785
SRH Advisors
Kansas
$146K
SC
1786
Steph & Co
Wisconsin
$137K
DF
1787
DecisionPoint Financial
Arizona
$132K +$111K +2,220 +529%
OA
1788
Operose Advisors
Wisconsin
$132K +$500 +10 +0.4%
BL
1789
Balentine LLC
Georgia
$132K -$154K -3,080 -54%
VWM
1790
Valley Wealth Managers
New Jersey
$132K -$22K -440 -14%
CWP
1791
Concord Wealth Partners
Virginia
$131K -$6.26K -125 -5%
GKIM
1792
GW&K Investment Management
Massachusetts
$130K +$130K +2,600 New
EWP
1793
Elevation Wealth Partners
California
$129K +$129K +2,575 New
NFSG
1794
Newbridge Financial Services Group
Florida
$121K -$35.5K -710 -23%
SHIM
1795
Stone House Investment Management
Pennsylvania
$121K +$121K +2,415 New
BC
1796
Barrett & Company
Rhode Island
$119K
EAM
1797
Eukles Asset Management
Ohio
$116K +$4.25K +85 +4%
DCM
1798
Disciplina Capital Management
Tennessee
$110K -$25K -500 -19%
AC
1799
Asio Capital
Kentucky
$109K +$15K +300 +16%
PAIM
1800
Punch & Associates Investment Management
Minnesota
$107K