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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 %
CWM
1801
Chemistry Wealth Management
New York
$202K +$202K +3,860 New
GC
1802
Gratus Capital
Georgia
$202K +$202K +3,860 New
PAMG
1803
Patton Albertson Miller Group
Tennessee
$202K +$202K +3,855 New
SWG
1804
Summit Wealth Group
Vermont
$201K -$50.1M -959,265 -100%
ESBC
1805
E.S. Barr & Co
Kentucky
$201K +$201K +3,835 New
SWA
1806
Sutton Wealth Advisors
Florida
$200K +$43.4K +830 +28%
VCM
1807
Versant Capital Management
Arizona
$195K +$95.4K +1,825 +96%
RFA
1808
Register Financial Advisors
Georgia
$194K +$9.15K +175 +5%
CPG
1809
Cornerstone Planning Group
New Jersey
$193K +$193K +3,680 New
TCM
1810
TD Capital Management
Tennessee
$191K
DJSG
1811
D.J. St. Germain
Massachusetts
$185K +$185K +3,535 New
PCTC
1812
Perkins Coie Trust Company
Washington
$181K
JWM
1813
Janiczek Wealth Management
Colorado
$176K
PSB
1814
Piscataqua Savings Bank
New Hampshire
$169K
MHR
1815
Matthew Hamilton Rosenberg
$167K
KC
1816
Kenfarb & Co
Kentucky
$165K -$74K -1,415 -31%
GA
1817
GoalVest Advisory
New York
$165K +$118K +2,250 +250%
IWP
1818
Icon Wealth Partners
Texas
$162K
HDIM
1819
Hanson & Doremus Investment Management
Vermont
$158K
FBC
1820
Fairfield, Bush & Co
Connecticut
$151K -$66.7K -1,275 -31%
CLOS
1821
Compagnie Lombard Odier SCmA
Switzerland
$151K +$151K +2,880 New
SA
1822
SRH Advisors
Kansas
$146K
4FG
1823
4Thought Financial Group
New York
$145K +$33.2K +635 +30%
CWP
1824
Concord Wealth Partners
Virginia
$144K +$7.32K +140 +5%
WWM
1825
Wagner Wealth Management
South Carolina
$144K -$13.6K -260 -9%