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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 %
BA
1801
Ballast Advisors
Minnesota
$107K
4FG
1802
4Thought Financial Group
New York
$107K -$501 -10 -0.5%
AWM
1803
Aspire Wealth Management
Massachusetts
$105K +$1.5K +30 +1%
WB
1804
Webster Bank
Connecticut
$105K
WBC
1805
West Branch Capital
Massachusetts
$103K +$500 +10 +0.5%
WIM
1806
Westside Investment Management
California
$103K -$16.3K -325 -14%
TC
1807
Trust Company
Kansas
$103K -$139K -2,775 -58%
MFA
1808
Morling Financial Advisors
California
$101K +$250 +5 +0.2%
AWM
1809
Angeles Wealth Management
California
$100K -$107K -2,135 -52%
LB
1810
Legacy Bridge
Iowa
$100K
KFP
1811
KB Financial Partners
New Jersey
$100K
PWMG
1812
Prestige Wealth Management Group
New Jersey
$99.8K
CMBA
1813
C.M. Bidwell & Associates
Hawaii
$99.1K
KFS
1814
Kelly Financial Services
Massachusetts
$96.6K +$7.76K +155 +9%
VCM
1815
Versant Capital Management
Arizona
$95.1K +$75K +1,500 +375%
MRCM
1816
M&R Capital Management
New Jersey
$93.8K
SN
1817
Sittner & Nelson
Oregon
$88.3K
HIIFS
1818
Harel Insurance Investments & Financial Services
Israel
$88K -$248K -5,000 -74%
AWM
1819
AllSquare Wealth Management
New York
$86.6K
BCMLT
1820
Beacon Capital Management LLC (Tennessee)
Tennessee
$85.6K +$5.5K +110 +7%
MFA
1821
McClarren Financial Advisors
Pennsylvania
$80K +$40.9K +830 +104%
BCM
1822
Bourgeon Capital Management
Connecticut
$79.8K -$46.3K -925 -37%
LOIP
1823
Live Oak Investment Partners
Texas
$75.8K -$73.3K
PP
1824
PrairieView Partners
Minnesota
$73K +$24.7K +500 +51%
LWP
1825
Lumature Wealth Partners
Georgia
$72K