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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 %
TFA
1901
Toth Financial Advisory
Virginia
$31.6K
BCV
1902
Banque Cantonale Vaudoise
Switzerland
$31K
LFA
1903
Legend Financial Advisors
Pennsylvania
$30.9K -$15.2K -290 -33%
SFC
1904
SYM Financial Corp
Indiana
$30.6K +$30.6K +585 New
KFO
1905
Kopp Family Office
Minnesota
$30K
BAM
1906
Byrne Asset Management
New Jersey
$29K
SIS
1907
Strategic Investment Solutions
Illinois
$26.9K
ACM
1908
Antonetti Capital Management
Florida
$26.1K
FCT
1909
First Community Trust
Iowa
$26.1K
SFG
1910
Steward Financial Group
Texas
$26K +$26K +500 New
HCP
1911
Hexagon Capital Partners
Arkansas
$24.3K
ODG
1912
O'Dell Group
Ohio
$24.3K +$24.3K +465 New
MAWA
1913
Moss Adams Wealth Advisors
Washington
$23.8K -$11K -210 -32%
DAM
1914
Delta Asset Management
Tennessee
$23.8K
AAP
1915
Arax Advisory Partners
Colorado
$22.6K +$260 +5 +1%
SL
1916
Savior LLC
Massachusetts
$22.4K +$260 +5 +1%
DF
1917
DecisionPoint Financial
Arizona
$22K -$116K -2,220 -84%
LFA
1918
LGT Financial Advisors
Texas
$22K +$22K +420 New
HFS
1919
Hantz Financial Services
Michigan
$21K
CAM
1920
Costello Asset Management
Pennsylvania
$21K
MSFP
1921
Mark Sheptoff Financial Planning
Connecticut
$20.9K
SIC
1922
SJS Investment Consulting
Ohio
$20.1K -$7.84K -150 -28%
TWP
1923
TFO Wealth Partners
Ohio
$18.8K
IF
1924
Integrity Financial
Wyoming
$18.3K
RDIA
1925
RE Dickinson Investment Advisors
Iowa
$18K