IJH icon

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 %
CCM
1776
Chilton Capital Management
Texas
$214K -$5.23K -100 -2%
SL
1777
SWMG LLC
Texas
$214K +$214K +4,100 New
ML
1778
McAdam LLC
Pennsylvania
$213K -$10.7K -205 -5%
NCM
1779
Northwest Capital Management
Oregon
$213K -$2.09K -40 -1%
BP
1780
BBR Partners
New York
$213K +$213K +4,070 New
GLA
1781
Great Lakes Advisors
Illinois
$211K -$5.75K -110 -3%
MGIA
1782
Matthew Goff Investment Advisor
Texas
$211K
FRA
1783
Front Row Advisors
California
$210K
MHS
1784
M Holdings Securities
Oregon
$209K -$3.43M -65,635 -94%
FMTCOCP
1785
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$209K
CI
1786
Ceera Investments
Texas
$208K +$208K +3,975 New
GP
1787
Geneva Partners
Wisconsin
$207K +$207K +3,960 New
CWP
1788
Cyndeo Wealth Partners
Florida
$207K +$207K +3,950 New
MCM
1789
Mengis Capital Management
Oregon
$206K +$206K +3,935 New
FCIM
1790
Fairview Capital Investment Management
California
$206K +$206K +3,935 New
ECA
1791
Elevated Capital Advisors
Utah
$205K +$205K +3,920 New
FVWA
1792
Foster Victor Wealth Advisors
South Carolina
$205K +$205K +3,940 New
SCA
1793
Stonebridge Capital Advisors
Minnesota
$204K -$30.1K -575 -13%
CC
1794
Cypress Capital
Tennessee
$204K -$104K -1,995 -34%
CA
1795
CGN Advisors
Kansas
$203K +$203K +3,890 New
AA
1796
Addison Advisors
Vermont
$203K -$1.31K -25 -0.6%
TSW
1797
Thompson Siegel & Walmsley
Virginia
$203K -$25.6K -490 -11%
TWM
1798
Tolleson Wealth Management
Texas
$203K +$203K +3,880 New
CA
1799
Carson Advisory
Georgia
$203K -$22.5K -430 -10%
FAG
1800
Fortitude Advisory Group
Washington
$203K -$56.5K -1,080 -22%