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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 %
FCMT
1876
Founders Capital Management (Texas)
Texas
$66.5K
PP
1877
PFS Partners
New Jersey
$60.7K +$49.8K +950 +452%
WOC
1878
West Oak Capital
California
$60.1K
BCMLT
1879
Beacon Capital Management LLC (Tennessee)
Tennessee
$57.5K -$31.9K -610 -36%
CWA
1880
Clearview Wealth Advisors
Oregon
$57.4K +$261 +5 +0.5%
OIS
1881
Okabena Investment Services
Minnesota
$57.3K +$56.5K +1,080 +7,200%
BCM
1882
Blume Capital Management
California
$55.7K
JFG
1883
JDM Financial Group
Texas
$54.9K
RWPA
1884
Richard W. Paul & Associates
Michigan
$52.6K -$3.4K -65 -6%
AssetMark Inc
1885
AssetMark Inc
California
$51.3K -$4.71K -90 -8%
LFA
1886
Level Financial Advisors
New York
$51.3K
FFA
1887
Fairfield Financial Advisors
Massachusetts
$51.2K
ACA
1888
Atlas Capital Advisors
Wyoming
$48.9K
IBOK
1889
Independence Bank of Kentucky
Kentucky
$45.8K +$6.54K +125 +17%
GCM
1890
Gables Capital Management
Florida
$43.4K +$17.3K +330 +66%
NL
1891
NVWM LLC
Pennsylvania
$42.4K +$42.4K +810 New
BSWA
1892
Bromfield Sneider Wealth Advisors
Massachusetts
$42K +$261 +5 +0.6%
CWM
1893
Compass Wealth Management
Connecticut
$41.1K
BAM
1894
Bellevue Asset Management
Washington
$39.2K
DWA
1895
Dougherty Wealth Advisers
Minnesota
$38.2K
EA
1896
Evolution Advisers
Virginia
$38K +$8.79K +170 +30%
POIA
1897
Pin Oak Investment Advisors
Texas
$36K
IRC
1898
Investors Research Corp
Georgia
$34.8K
RCM
1899
Rain Capital Management
Oregon
$33.9K +$261 +5 +0.8%
TWD
1900
True Wealth Design
Ohio
$32.7K