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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 %
LFG
1826
Larson Financial Group
Missouri
$69.5K +$1K +20 +1%
RBC
1827
Roble Belko & Company
Pennsylvania
$64K -$44.8K -900 -41%
FCMT
1828
Founders Capital Management (Texas)
Texas
$64K +$48.9K +970 +323%
HWA
1829
Heritage Wealth Advisors
Virginia
$62.5K -$11K -220 -15%
SMA
1830
Sage Mountain Advisors
Georgia
$62K +$15.8K +315 +34%
WOC
1831
West Oak Capital
California
$57.5K
CWA
1832
Clearview Wealth Advisors
Oregon
$54.9K
AssetMark Inc
1833
AssetMark Inc
California
$53.5K -$16K -320 -23%
RWPA
1834
Richard W. Paul & Associates
Michigan
$53.5K +$2.5K +50 +5%
BCM
1835
Blume Capital Management
California
$53.3K
JFG
1836
JDM Financial Group
Texas
$52.5K +$52.5K +1,050 New
CBT
1837
CoreFirst Bank & Trust
Kansas
$51.3K
LFA
1838
Level Financial Advisors
New York
$49K -$21.3K -425 -30%
FFA
1839
Fairfield Financial Advisors
Massachusetts
$48.1K -$21.8K -445 -31%
ACA
1840
Atlas Capital Advisors
Wyoming
$46.8K
GA
1841
GoalVest Advisory
New York
$45K +$43.8K +875 +3,500%
LFA
1842
Legend Financial Advisors
Pennsylvania
$44K
BSWA
1843
Bromfield Sneider Wealth Advisors
Massachusetts
$40.1K
TCWA
1844
Ten Capital Wealth Advisors
Washington
$39.5K
CWM
1845
Compass Wealth Management
Connecticut
$39.3K
IBOK
1846
Independence Bank of Kentucky
Kentucky
$37.5K -$20K -400 -35%
BAM
1847
Bellevue Asset Management
Washington
$37.5K
DWA
1848
Dougherty Wealth Advisers
Minnesota
$36.5K
POIA
1849
Pin Oak Investment Advisors
Texas
$35K
MAWA
1850
Moss Adams Wealth Advisors
Washington
$33.3K +$10.5K +210 +46%