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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 %
OA
1826
Operose Advisors
Wisconsin
$138K +$523 +10 +0.4%
MIM
1827
MTM Investment Management
South Carolina
$138K -$29.8K -570 -18%
VWM
1828
Valley Wealth Managers
New Jersey
$136K -$1.31K -25 -1%
GKIM
1829
GW&K Investment Management
Massachusetts
$136K
ECM
1830
Elgethun Capital Management
South Dakota
$135K +$135K +2,580 New
FA
1831
Fiduciary Alliance
South Carolina
$131K +$131K +2,495 New
SC
1832
Steph & Co
Wisconsin
$130K -$12.8K -245 -9%
EWP
1833
Elevation Wealth Partners
California
$128K -$7.06K -135 -5%
SHIM
1834
Stone House Investment Management
Pennsylvania
$126K
BL
1835
Balentine LLC
Georgia
$126K -$11.5K -220 -8%
BC
1836
Barrett & Company
Rhode Island
$125K
EAM
1837
Eukles Asset Management
Ohio
$124K +$3.14K +60 +3%
CTWM
1838
Cherry Tree Wealth Management
Minnesota
$123K +$123K +2,360 New
PAIM
1839
Punch & Associates Investment Management
Minnesota
$119K +$6.53K +125 +6%
DCM
1840
Disciplina Capital Management
Tennessee
$115K
AC
1841
Asio Capital
Kentucky
$114K
BA
1842
Ballast Advisors
Minnesota
$112K
AWM
1843
Aspire Wealth Management
Massachusetts
$110K
WB
1844
Webster Bank
Connecticut
$110K
SFCL
1845
Strengthening Families & Communities LLC
Massachusetts
$109K +$261 +5 +0.2%
SN
1846
Sittner & Nelson
Oregon
$109K +$16.5K +315 +18%
WBC
1847
West Branch Capital
Massachusetts
$108K
WIM
1848
Westside Investment Management
California
$107K
TC
1849
Trust Company
Kansas
$107K
RMC
1850
Resources Management Corp
Connecticut
$107K +$28.9K +555 +37%