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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 %
SSC
2001
Syverson Strege & Co
Iowa
-$172K -3,445 Closed
WIM
2002
WealthPlan Investment Management
Nebraska
-$25.5K -510 Closed
AWM
2003
Accel Wealth Management
Iowa
-$22.3K -445 Closed
RF
2004
Robbins Farley
New Hampshire
-$17.3K -345 Closed
WAG
2005
Windsor Advisory Group
Ohio
-$13.9K -275 Closed
APW
2006
Atlantic Private Wealth
North Carolina
-$10.8K -215 Closed
SGC
2007
Slocum, Gordon & Co
Rhode Island
-$9.26K -185 Closed
TWA
2008
TCI Wealth Advisors
Arizona
-$7.51K -150 Closed