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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 %
FBB
201
Fulton Breakefield Broenniman
Maryland
$27.6M +$480K +9,585 +2%
BFA
202
Beaumont Financial Advisors
Massachusetts
$27.6M -$904K -18,065 -3%
FNBT
203
FineMark National Bank & Trust
Florida
$27.3M +$4.15M +82,905 +18%
ETS
204
ESL Trust Services
New York
$27.3M +$38.8K +775 +0.1%
TPSF
205
Texas Permanent School Fund
Texas
$27M +$14.1M +282,685 +110%
VOYA Investment Management
206
VOYA Investment Management
Georgia
$26.8M +$24.6M +492,245 +1,139%
CA
207
Clearstead Advisors
Ohio
$26.7M +$490K +9,800 +2%
AAS
208
Avantax Advisory Services
Texas
$26.6M +$1.46M +29,210 +6%
BFM
209
Boston Financial Management
Massachusetts
$26.6M +$202K +4,045 +0.8%
ZB
210
Zions Bancorporation
Utah
$26.5M -$16.1M -321,650 -38%
DIP
211
DT Investment Partners
Pennsylvania
$26.3M +$2.95M +59,495 +13%
GL
212
Graypoint LLC
New York
$26.2M +$2.56M +51,200 +11%
Allspring Global Investments
213
Allspring Global Investments
North Carolina
$26M +$5.26M +105,170 +25%
ECG
214
Edge Capital Group
Georgia
$26M +$2.86M +57,180 +12%
HI
215
Hudock Inc
Pennsylvania
$25.9M +$30K +600 +0.1%
SWA
216
Sax Wealth Advisors
New Jersey
$25.8M +$522K +10,430 +2%
FAG
217
Financial Advisory Group
Texas
$25.7M -$214K -4,285 -0.8%
LBC
218
Lowe Brockenbrough & Co
Virginia
$25.6M +$2.83M +56,505 +12%
OSNBOA
219
Old Second National Bank of Aurora
Illinois
$25.5M +$836K +16,715 +3%
CTA
220
Chesley Taft & Associates
Illinois
$25.2M -$208K -4,155 -0.8%
BPA
221
Beacon Pointe Advisors
California
$25.2M -$2.2M -43,885 -8%
SPC
222
Sigma Planning Corp
Michigan
$25.1M -$412K -8,235 -2%
PRA
223
Pine Ridge Advisers
New York
$24.8M +$2.18M +43,625 +10%
SWM
224
Spire Wealth Management
Virginia
$24.5M +$8.04M +160,760 +49%
AFA
225
American Financial Advisors
Georgia
$24M -$208K -4,160 -0.9%