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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 %
BWM
1976
BCS Wealth Management
Tennessee
-$481K -9,615 Closed
VPIM
1977
Vanguard Personalized Indexing Management
California
-$443K -8,850 Closed
W
1978
WorthPointe
California
-$422K -8,425 Closed
BB
1979
Bell Bank
North Dakota
-$358K -7,150 Closed
CA
1980
Calton & Associates
Florida
-$354K -7,065 Closed
BCM
1981
Basso Capital Management
Connecticut
-$350K -7,000 Closed
CWM
1982
Concentrum Wealth Management
California
-$343K -6,860 Closed
WW
1983
Westshore Wealth
California
-$341K -6,815 Closed
DFG
1984
Delta Financial Group
New Jersey
-$317K -6,325 Closed
WF
1985
WoodTrust Financial
Wisconsin
-$312K -6,245 Closed
MAM
1986
Mystic Asset Management
Rhode Island
-$311K -6,225 Closed
TL
1987
Tradewinds LLC
North Carolina
-$303K -6,060 Closed
EP
1988
Edgestream Partners
New Jersey
-$291K -5,820 Closed
WA
1989
Wambolt & Associates
Colorado
-$285K -5,690 Closed
AWAG
1990
ARS Wealth Advisors Group
Florida
-$265K -5,305 Closed
NEWAS
1991
N.E.W. Advisory Services
Wisconsin
-$246K -4,915 Closed
C
1992
CEDRUS
Colorado
-$245K -4,885 Closed
CW
1993
Channel Wealth
California
-$243K -4,850 Closed
VBWMG
1994
Von Berge Wealth Management Group
California
-$242K -4,835 Closed
PNC
1995
Park National Corp
Ohio
-$238K -4,755 Closed
SCI
1996
Stableford Capital II
Arizona
-$212K -4,380 Closed
OWM
1997
OneAscent Wealth Management
Alabama
-$204K -4,070 Closed
MPI
1998
Mairs & Power Inc
Minnesota
-$202K -4,045 Closed
SC
1999
Saiph Capital
New Jersey
-$202K -4,030 Closed
LNWTC
2000
Laird Norton Wetherby Trust Company
Washington
-$201K -4,010 Closed