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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 %
FDCC
1926
Foster Dykema Cabot & Co
Massachusetts
$18K +$18K +340 New
AA
1927
AlphaMark Advisors
Kentucky
$17K +$17K +325 New
Amundi
1928
Amundi
France
$16.8K
CIA
1929
Cape Investment Advisory
Georgia
$16.5K
PWM
1930
Provident Wealth Management
Tennessee
$13.9K -$523 -10 -4%
MCM
1931
Mill Capital Management
North Carolina
$13.1K
2L
1932
25 LLC
Missouri
$12.9K
HR
1933
Howe & Rusling
New York
$11.8K +$11.8K +225 New
CSC
1934
Caldwell Sutter Capital
California
$11.5K +$11.5K +220 New
DWA
1935
Delos Wealth Advisors
Texas
$10.5K
CMP
1936
Coston McIsaac & Partners
Maine
$10K
FFC
1937
First Financial Corp
Indiana
$9.67K
GWM
1938
Grand Wealth Management
Michigan
$9.42K -$10.5K -200 -53%
BBPWM
1939
Blue Bell Private Wealth Management
Pennsylvania
$9.15K
VCM
1940
Vigilant Capital Management
Maine
$9K
SWM
1941
Sanctuary Wealth Management
Idaho
$7.32K +$7.32K +140 New
CCM
1942
Copeland Capital Management
Pennsylvania
$6.73K +$6.21K +120 +1,200%
PP
1943
Pacifica Partners
Canada
$6.57K
ICM
1944
Islay Capital Management
Texas
$6.28K
TVWM
1945
Tower View Wealth Management
Wisconsin
$4K +$267 +5 +7%
LWA
1946
Lowe Wealth Advisors
Maryland
$3.66K
FFL
1947
Financial Freedom LLC
Ohio
$2.96K
IPW
1948
Impact Partnership Wealth
Georgia
$2.09K +$2.09K +40 New
C
1949
Covestor
United Kingdom
$1K -$1K -25 -50%
ACB
1950
Aristotle Capital Boston
Massachusetts
$542 -$1.08K -20 -67%