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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 %
MFA
1851
Morling Financial Advisors
California
$106K +$523 +10 +0.5%
KFP
1852
KB Financial Partners
New Jersey
$105K
AWM
1853
Angeles Wealth Management
California
$105K
PWMG
1854
Prestige Wealth Management Group
New Jersey
$104K
SMA
1855
Sage Mountain Advisors
Georgia
$104K +$39.2K +750 +60%
CMBA
1856
C.M. Bidwell & Associates
Hawaii
$104K
MFA
1857
McClarren Financial Advisors
Pennsylvania
$101K +$16K +305 +19%
NFSG
1858
Newbridge Financial Services Group
Florida
$98.9K -$27.7K -530 -22%
MRCM
1859
M&R Capital Management
New Jersey
$98.2K
YDMI
1860
Y.D. More Investments
Israel
$96.5K +$96.5K +1,845 New
HIIFS
1861
Harel Insurance Investments & Financial Services
Israel
$92K
KFS
1862
Kelly Financial Services
Massachusetts
$88.6K -$12.3K -235 -12%
GFPC
1863
Global Financial Private Client
Florida
$86.5K +$86.5K +1,650 New
CAS
1864
Coppell Advisory Solutions
Texas
$84.5K +$84.5K +1,625 New
AWM
1865
AllSquare Wealth Management
New York
$84.3K
BCM
1866
Bourgeon Capital Management
Connecticut
$83.4K
LOIP
1867
Live Oak Investment Partners
Texas
$79.2K -$75.8K
Bank Julius Baer & Co
1868
Bank Julius Baer & Co
Switzerland
$77K -$2.4M -45,630 -97%
PP
1869
PrairieView Partners
Minnesota
$77K
LWP
1870
Lumature Wealth Partners
Georgia
$75.3K
HWA
1871
Heritage Wealth Advisors
Virginia
$74.5K +$9.15K +175 +14%
EBA
1872
Eagle Bay Advisors
New York
$73K -$209K -4,000 -74%
LFG
1873
Larson Financial Group
Missouri
$71.7K -$1.05K -20 -1%
RBC
1874
Roble Belko & Company
Pennsylvania
$67K +$260 +5 +0.4%
MWA
1875
Moser Wealth Advisors
Washington
$66.7K +$66.7K +1,275 New