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iShares Core S&P Mid-Cap ETF

1,995 hedge funds and large institutions have $54.2B invested in iShares Core S&P Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 830 increasing their positions, 696 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,995
Holders Change
+45
Holders Change %
+2.31%
% of All Funds
31.81%
Holding in Top 10
327
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
5.21%
New
146
Increased
830
Reduced
696
Closed
76
Calls
$27.7M
Puts
$8.76M
Net Calls
+$18.9M
Net Calls Change
-$8.72M
Name Holding Trade Value Shares
Change
Shares
Change %
KFO
1951
Kopp Family Office
Minnesota
$28K
BAM
1952
Byrne Asset Management
New Jersey
$27K
CCM
1953
Copeland Capital Management
Pennsylvania
$26.4K +$20K +400 +308%
HWP
1954
Hibernia Wealth Partners
Louisiana
$26K +$26K +520 New
ACM
1955
Antonetti Capital Management
Florida
$25K
HCP
1956
Hexagon Capital Partners
Arkansas
$25K +$1.75K +35 +8%
FCT
1957
First Community Trust
Iowa
$24.9K
IRC
1958
Investors Research Corp
Georgia
$24.4K -$8.73K -175 -26%
PK
1959
Pflug Koory
Nebraska
$23.7K -$1.1M -22,055 -98%
SIS
1960
Sound Income Strategies
Florida
$23.2K +$22.7K +455 +4,550%
MAWA
1961
Moss Adams Wealth Advisors
Washington
$22.8K
SFC
1962
SYM Financial Corp
Indiana
$22.7K -$6.48K -130 -22%
DAM
1963
Delta Asset Management
Tennessee
$22.7K
AAP
1964
Arax Advisory Partners
Colorado
$21.6K
FFC
1965
First Financial Corp
Indiana
$21.4K +$12.2K +245 +132%
SL
1966
Savior LLC
Massachusetts
$21.3K
DF
1967
DecisionPoint Financial
Arizona
$20.9K
CAM
1968
Costello Asset Management
Pennsylvania
$20K
HFS
1969
Hantz Financial Services
Michigan
$20K
MSFP
1970
Mark Sheptoff Financial Planning
Connecticut
$19.9K
AWA
1971
Authentikos Wealth Advisory
California
$19.7K +$19.7K +395 New
PWMG
1972
Provence Wealth Management Group
California
$19.7K +$19.7K +395 New
TWP
1973
TFO Wealth Partners
Ohio
$18.8K
RF
1974
Robbins Farley
New Hampshire
$17.2K +$17.2K +345 New
FDCC
1975
Foster Dykema Cabot & Co
Massachusetts
$17K