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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 %
IRC
1851
Investors Research Corp
Georgia
$33.3K
RCM
1852
Rain Capital Management
Oregon
$32.3K
TWD
1853
True Wealth Design
Ohio
$31.3K
TFA
1854
Toth Financial Advisory
Virginia
$30.3K
BCV
1855
Banque Cantonale Vaudoise
Switzerland
$30K -$26.9K -525 -47%
KFO
1856
Kopp Family Office
Minnesota
$28K
EA
1857
Evolution Advisers
Virginia
$28K
SIS
1858
Strategic Investment Solutions
Illinois
$27.8K +$27.8K +555 New
BAM
1859
Byrne Asset Management
New Jersey
$27K
SIC
1860
SJS Investment Consulting
Ohio
$26.8K +$25K +500 +1,429%
WIM
1861
WealthPlan Investment Management
Nebraska
$25.5K -$1.26M -25,145 -98%
ACM
1862
Antonetti Capital Management
Florida
$25K -$18.8K -375 -43%
GCM
1863
Gables Capital Management
Florida
$25K
FCT
1864
First Community Trust
Iowa
$25K
HCP
1865
Hexagon Capital Partners
Arkansas
$23.3K -$1.75K -35 -7%
DAM
1866
Delta Asset Management
Tennessee
$22.8K
AWM
1867
Accel Wealth Management
Iowa
$22.3K
AAP
1868
Arax Advisory Partners
Colorado
$21.6K
SL
1869
Savior LLC
Massachusetts
$21.3K +$502 +10 +2%
CAM
1870
Costello Asset Management
Pennsylvania
$20.1K
MSFP
1871
Mark Sheptoff Financial Planning
Connecticut
$20K
HFS
1872
Hantz Financial Services
Michigan
$20K
GWM
1873
Grand Wealth Management
Michigan
$19K -$6.51K -130 -25%
TWP
1874
TFO Wealth Partners
Ohio
$18K -$777K -15,525 -98%
DCM
1875
Dupont Capital Management
Delaware
$18K -$75.8K -1,515 -81%