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iShares Core S&P Mid-Cap ETF

1,761 hedge funds and large institutions have $40.7B invested in iShares Core S&P Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 734 increasing their positions, 645 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,761
Holders Change
-27
Holders Change %
-1.51%
% of All Funds
30.45%
Holding in Top 10
304
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.3%
% of All Funds
5.26%
New
77
Increased
734
Reduced
645
Closed
76
Calls
$34.7M
Puts
$27M
Net Calls
+$7.69M
Net Calls Change
+$319K
Name Holding Trade Value Shares
Change
Shares
Change %
CG
176
Colony Group
Massachusetts
$27.2M +$19.6M +446,240 +257%
SL
177
Salomon & Ludwin
Virginia
$27.2M -$328K -7,475 -1%
MFG
178
Magnus Financial Group
New York
$27.1M +$1.08M +24,605 +4%
PWLP
179
Prio Wealth Limited Partnership
Massachusetts
$27.1M -$88.8K -2,025 -0.3%
MGIA
180
Moneta Group Investment Advisors
Missouri
$27M -$2.72M -61,925 -9%
QCG
181
Quadrant Capital Group
Ohio
$27M +$1.71M +38,950 +7%
NEPPG
182
New England Professional Planning Group
Rhode Island
$26.1M +$337K +7,690 +1%
CA
183
Crewe Advisors
Utah
$26M +$787K +17,955 +3%
MW
184
MBL Wealth
North Carolina
$25.9M +$2.56M +58,490 +11%
Rafferty Asset Management
185
Rafferty Asset Management
New York
$25.7M -$1.55M -35,425 -6%
HG
186
Harbor Group
New Hampshire
$25.7M +$894K +20,380 +4%
MWM
187
Modera Wealth Management
New Jersey
$25.6M -$1.35M -30,685 -5%
RIS
188
Retirement Income Solutions
Michigan
$25.6M +$764K +17,285 +3%
I
189
INVST
Indiana
$25.6M +$100K +2,230 +0.4%
ZB
190
Zions Bancorporation
Utah
$25.6M +$1.41M +32,250 +6%
IWC
191
Integrated Wealth Concepts
Massachusetts
$25.5M +$3.01M +68,675 +13%
DADC
192
D.A. Davidson & Co
Montana
$25.4M +$183K +4,180 +0.7%
BFA
193
Beaumont Financial Advisors
Massachusetts
$25.3M +$145K +3,315 +0.6%
CWA
194
CJM Wealth Advisers
Virginia
$25.1M -$5.7K -130 -0%
WAS
195
Wealth Advisory Solutions
Indiana
$24.8M -$175K -3,990 -0.7%
AWS
196
Atria Wealth Solutions
New York
$24.5M +$3.5M +79,790 +17%
JIC
197
Johnson Investment Counsel
Ohio
$24.5M +$132K +3,010 +0.5%
GW
198
GW & Wade
Massachusetts
$24.2M +$43K +980 +0.2%
ETS
199
ESL Trust Services
New York
$23.8M +$134K +3,050 +0.6%
OSNBOA
200
Old Second National Bank of Aurora
Illinois
$23.8M +$798K +18,205 +3%