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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 %
MFP
1801
Meridian Financial Partners
Virginia
-$299K -6,125 Closed
DWM
1802
Drive Wealth Management
Utah
-$269K -5,940 Closed
PMG
1803
Private Management Group
California
-$265K -5,865 Closed
WPC
1804
White Pine Capital
Minnesota
-$256K -5,655 Closed
CPSAC
1805
Chas P. Smith & Associates (CPS)
Florida
-$245K -5,425 Closed
TWP
1806
Total Wealth Planning
Ohio
-$244K -5,405 Closed
VWA
1807
Visionary Wealth Advisors
Illinois
-$242K -5,355 Closed
BFIM
1808
Beese Fulmer Investment Management
Ohio
-$241K -5,320 Closed
BBW
1809
Blue Barn Wealth
Utah
-$239K -5,290 Closed
LWM
1810
Laidlaw Wealth Management
New York
-$239K -5,280 Closed
JSL
1811
JT Stratford LLC
Georgia
-$235K -5,195 Closed
HWM
1812
Horizon Wealth Management
Illinois
-$230K -5,075 Closed
EWA
1813
Evolution Wealth Advisors
Florida
-$215K -4,760 Closed
ORC
1814
O'Rourke & Company
Massachusetts
-$213K -4,715 Closed
CA
1815
Carson Advisory
Georgia
-$208K -4,605 Closed
SPWM
1816
Schrum Private Wealth Management
Florida
-$208K -4,600 Closed
NAMM
1817
NorthStar Asset Management (Massachusetts)
Massachusetts
-$206K -4,560 Closed
FAG
1818
Fortitude Advisory Group
Washington
-$206K -4,560 Closed
PWM
1819
PBMares Wealth Management
Virginia
-$205K -4,540 Closed
WIA
1820
World Investment Advisors
California
-$227K -4,540 Closed
MAP
1821
Moody Aldrich Partners
Massachusetts
-$205K -4,525 Closed
SBWIC
1822
Schaper Benz & Wise Investment Counsel
Wisconsin
-$201K -4,440 Closed
AC
1823
ASB Consultores
Florida
-$200K -4,425 Closed
DC
1824
Darrow Company
Massachusetts
-$196K -4,345 Closed
PIFP
1825
Partners in Financial Planning
Virginia
-$208K -4,155 Closed