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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 %
IF
1876
Integrity Financial
Wyoming
$17.5K
RF
1877
Robbins Farley
New Hampshire
$17.3K +$17.3K +345 New
RDIA
1878
RE Dickinson Investment Advisors
Iowa
$17K
CIA
1879
Cape Investment Advisory
Georgia
$15.8K +$15.8K +315 New
Amundi
1880
Amundi
France
$15.6K
WAG
1881
Windsor Advisory Group
Ohio
$13.9K -$14.6K -290 -51%
PWM
1882
Provident Wealth Management
Tennessee
$13.8K
MCM
1883
Mill Capital Management
North Carolina
$12.5K
2L
1884
25 LLC
Missouri
$11.7K +$11.7K +240 New
APW
1885
Atlantic Private Wealth
North Carolina
$10.8K +$10.8K +215 New
PP
1886
PFS Partners
New Jersey
$10.6K
DWA
1887
Delos Wealth Advisors
Texas
$10K
SGC
1888
Slocum, Gordon & Co
Rhode Island
$9.26K
FFC
1889
First Financial Corp
Indiana
$9.26K
CMP
1890
Coston McIsaac & Partners
Maine
$9K -$186K -4,040 -95%
VCM
1891
Vigilant Capital Management
Maine
$9K
BBPWM
1892
Blue Bell Private Wealth Management
Pennsylvania
$8.76K
TWA
1893
TCI Wealth Advisors
Arizona
$7.51K -$16.3K -325 -68%
PFA
1894
Pathway Financial Advisers
Indiana
$6.23K
PP
1895
Pacifica Partners
Canada
$6.12K
ICM
1896
Islay Capital Management
Texas
$6K
TVWM
1897
Tower View Wealth Management
Wisconsin
$4K
LWA
1898
Lowe Wealth Advisors
Maryland
$3.5K
C
1899
Covestor
United Kingdom
$3K
FFL
1900
Financial Freedom LLC
Ohio
$2.82K