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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 %
SIS
1951
Sound Income Strategies
Florida
$523 -$1.05K -20 -67%
EARNEST Partners
1952
EARNEST Partners
Georgia
$523 +$523 +10 New
Qube Research & Technologies (QRT)
1953
Qube Research & Technologies (QRT)
United Kingdom
$458 +$458 +70 New
FGAM
1954
Financial Gravity Asset Management
Texas
$104 +$25 +485 +32%
CYG
1955
Clean Yield Group
Vermont
$4
PFA
1956
Petra Financial Advisors
Colorado
-$13.7M -882,040 Closed
SPP
1957
Single Point Partners
Massachusetts
-$38.7M -773,790 Closed
CIA
1958
Capital Investment Advisors
Georgia
-$31.3M -625,935 Closed
TPSF
1959
Texas Permanent School Fund
Texas
-$27M -540,400 Closed
SL
1960
Systelligence LLC
Minnesota
-$12.6M -251,720 Closed
WS
1961
Wela Strategies
Georgia
-$12.2M -244,535 Closed
AWC
1962
Abundance Wealth Counselors
Pennsylvania
-$10.5M -210,080 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
1963
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$10M -200,000 Closed
CAC
1964
Certified Advisory Corp
Florida
-$7.68M -153,600 Closed
FMP
1965
Financial Management Professionals
Texas
-$7.12M -142,325 Closed
GSB
1966
Greenfield Savings Bank
Massachusetts
-$3.47M -69,300 Closed
LWMNY
1967
Landmark Wealth Management (New York)
New York
-$3.32M -66,305 Closed
NSB
1968
Norway Savings Bank
Maine
-$3.28M -65,645 Closed
USAA
1969
United Services Automobile Association
Texas
-$3.09M -61,710 Closed
RHP
1970
Royal Harbor Partners
Texas
-$2.03M -40,580 Closed
CI
1971
Cavalier Investments
Georgia
-$1.7M -33,975 Closed
Kovitz Investment Group Partners
1972
Kovitz Investment Group Partners
Illinois
-$927K -18,520 Closed
KF
1973
Krilogy Financial
Missouri
-$780K -15,585 Closed
FA
1974
Fiducient Advisors
Illinois
-$701K -14,010 Closed
JWWM
1975
Johnson & White Wealth Management
Pennsylvania
-$612K -12,230 Closed