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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 %
PRA
201
Pine Ridge Advisers
New York
$23.7M +$1.06M +24,150 +5%
PGA
202
Portland Global Advisors
Maine
$23.3M +$557K +12,700 +2%
RCA
203
Resonant Capital Advisors
Wisconsin
$23.2M +$845K +19,280 +4%
FAG
204
Financial Advisory Group
Texas
$23M +$610K +13,900 +3%
FBB
205
Fulton Breakefield Broenniman
Maryland
$22.9M +$820K +18,710 +4%
HI
206
Hudock Inc
Pennsylvania
$22.9M +$507K +11,560 +2%
AI
207
Accredited Investors
Minnesota
$22.8M +$4.91M +111,875 +27%
Thrivent Financial for Lutherans
208
Thrivent Financial for Lutherans
Minnesota
$22.7M -$2.1M -47,725 -8%
WSFS
209
Wilmington Savings Fund Society
Delaware
$22.6M -$615K -14,020 -3%
CIBC Private Wealth Group
210
CIBC Private Wealth Group
Georgia
$22.6M +$22.4K +510 +0.1%
LP
211
LGL Partners
Pennsylvania
$22.5M -$12M -273,415 -35%
IAN
212
Integrated Advisors Network
Texas
$22.4M +$2.85M +65,075 +15%
CTA
213
Chesley Taft & Associates
Illinois
$22.3M +$366K +8,345 +2%
BFM
214
Boston Financial Management
Massachusetts
$22.1M +$3.15M +71,845 +17%
SPC
215
Sigma Planning Corp
Michigan
$22.1M +$987K +22,500 +5%
AWM
216
AE Wealth Management
Kansas
$21.9M -$2.04M -46,465 -9%
AFA
217
American Financial Advisors
Georgia
$21.4M -$401K -9,145 -2%
SIC
218
Shoker Investment Counsel
Ohio
$21.4M +$457K +10,430 +2%
1832 Asset Management
219
1832 Asset Management
Ontario, Canada
$21.2M
CF
220
Cantor Fitzgerald
New York
$21.2M -$1.79M -40,840 -8%
BPA
221
Beacon Pointe Advisors
California
$21.1M -$1.7M -38,785 -7%
SWA
222
Sax Wealth Advisors
New Jersey
$21M +$1.28M +29,125 +6%
CA
223
Clearstead Advisors
Ohio
$20.7M -$139K -3,175 -0.7%
DT
224
Diversified Trust
Tennessee
$20.5M -$790K -18,005 -4%
BHWM
225
Bar Harbor Wealth Management
New Hampshire
$20.5M +$11K +250 +0.1%