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iShares Core S&P Mid-Cap ETF

1,904 hedge funds and large institutions have $48.9B invested in iShares Core S&P Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 761 increasing their positions, 759 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,904
Holders Change
-15
Holders Change %
-0.78%
% of All Funds
30.47%
Holding in Top 10
329
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-4.64%
% of All Funds
5.27%
New
107
Increased
761
Reduced
759
Closed
81
Calls
$14.8M
Puts
$8.08M
Net Calls
+$6.73M
Net Calls Change
+$37.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
176
Crewe Advisors
Utah
$32M +$2.14M +42,810 +7%
MFG
177
Magnus Financial Group
New York
$31.8M +$162K +3,245 +0.5%
CIA
178
Capital Investment Advisors
Georgia
$31.3M -$1.12M -22,480 -3%
GBT
179
Grove Bank & Trust
Florida
$31.2M -$876K -17,515 -3%
AWE
180
Avidian Wealth Enterprises
Texas
$31.1M -$3.46M -69,095 -10%
PWLP
181
Prio Wealth Limited Partnership
Massachusetts
$31.1M +$354K +7,075 +1%
NEPPG
182
New England Professional Planning Group
Rhode Island
$30.9M +$738K +14,895 +2%
TF
183
TimeScale Financial
Massachusetts
$30.9M -$1.02M -20,380 -3%
RIS
184
Retirement Income Solutions
Michigan
$30.8M +$985K +19,690 +3%
W
185
Wealthquest
Ohio
$30.7M -$1.23M -24,575 -4%
State of Wisconsin Investment Board
186
State of Wisconsin Investment Board
Wisconsin
$30.5M -$1.31M -26,085 -4%
SFS
187
Summit Financial Strategies
Ohio
$30.4M -$479K -9,570 -2%
HG
188
Harbor Group
New Hampshire
$30.3M +$559K +11,175 +2%
AWM
189
AE Wealth Management
Kansas
$30.3M +$4.92M +98,330 +19%
PGA
190
Portland Global Advisors
Maine
$30.1M +$2.14M +42,720 +8%
CG
191
Colony Group
Massachusetts
$30M -$4.56M -91,185 -13%
JIC
192
Johnson Investment Counsel
Ohio
$29.7M -$334K -6,670 -1%
AF
193
Allworth Financial
California
$28.8M +$6.34M +126,735 +28%
SL
194
Salomon & Ludwin
Virginia
$28.7M +$74.5K +1,490 +0.3%
AAS
195
Ameritas Advisory Services
Nebraska
$28.7M -$3.26M -65,295 -10%
AWS
196
Atria Wealth Solutions
New York
$28.4M -$1.35M -26,990 -5%
RCA
197
Resonant Capital Advisors
Wisconsin
$28.3M +$1.12M +22,440 +4%
MWM
198
Modera Wealth Management
New Jersey
$28.2M +$228K +4,565 +0.8%
NA
199
Nottingham Advisors
New York
$28.1M +$1.49M +29,820 +6%
CWA
200
CJM Wealth Advisers
Virginia
$28M -$209K -4,170 -0.7%