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iShares Core S&P Mid-Cap ETF

1,919 hedge funds and large institutions have $53.8B invested in iShares Core S&P Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 751 increasing their positions, 676 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,919
Holders Change
+158
Holders Change %
+8.97%
% of All Funds
30.96%
Holding in Top 10
345
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+13.49%
% of All Funds
5.57%
New
244
Increased
751
Reduced
676
Closed
55
Calls
$10.9M
Puts
$41.6M
Net Calls
-$30.6M
Net Calls Change
-$38.3M
Name Holding Trade Value Shares
Change
Shares
Change %
MGIA
176
Moneta Group Investment Advisors
Missouri
$31.7M -$869K -16,435 -3%
IAN
177
Integrated Advisors Network
Texas
$31.4M +$6.69M +138,250 +27%
QCG
178
Quadrant Capital Group
Ohio
$31.4M +$1.67M +34,485 +6%
CIA
179
Capital Investment Advisors
Georgia
$31.4M -$831K -17,175 -3%
GBT
180
Grove Bank & Trust
Florida
$31M -$3.49M -72,050 -10%
AAS
181
Ameritas Advisory Services
Nebraska
$31M +$268K +5,530 +0.9%
W
182
Wealthquest
Ohio
$30.8M -$1.15M -23,810 -4%
State of Wisconsin Investment Board
183
State of Wisconsin Investment Board
Wisconsin
$30.8M +$8.24M +170,350 +37%
MW
184
MBL Wealth
North Carolina
$30.6M +$2M +41,420 +7%
MFG
185
Magnus Financial Group
New York
$30.6M +$655K +13,530 +2%
SIA
186
Soltis Investment Advisors
Utah
$30.4M -$10.9M -226,305 -26%
Rafferty Asset Management
187
Rafferty Asset Management
New York
$30.1M +$1.73M +35,780 +6%
SFS
188
Summit Financial Strategies
Ohio
$29.9M -$841K -17,380 -3%
Fiera Capital (Canada)
189
Fiera Capital (Canada)
Quebec, Canada
$29.7M -$440K -9,095 -1%
PWLP
190
Prio Wealth Limited Partnership
Massachusetts
$29.7M -$199K -4,115 -0.7%
NEPPG
191
New England Professional Planning Group
Rhode Island
$29.5M +$624K +12,890 +2%
JIC
192
Johnson Investment Counsel
Ohio
$29M +$2.01M +41,495 +7%
RIS
193
Retirement Income Solutions
Michigan
$28.8M +$805K +16,630 +3%
CA
194
Crewe Advisors
Utah
$28.8M +$200K +4,130 +0.7%
AWS
195
Atria Wealth Solutions
New York
$28.8M +$1.72M +35,540 +6%
HG
196
Harbor Group
New Hampshire
$28.8M +$458K +9,465 +2%
TF
197
TimeScale Financial
Massachusetts
$27.9M +$219 +5 +0%
SL
198
Salomon & Ludwin
Virginia
$27.7M -$2.28M -47,055 -8%
BFA
199
Beaumont Financial Advisors
Massachusetts
$27.6M -$382K -7,905 -1%
CWA
200
CJM Wealth Advisers
Virginia
$27.3M -$379K -7,840 -1%