IJH icon

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 %
DIP
201
DT Investment Partners
Pennsylvania
$29.5M +$752K +13,840 +3%
AWS
202
Atria Wealth Solutions
New York
$29.2M -$536K -10,240 -2%
CWA
203
CJM Wealth Advisers
Virginia
$29.2M -$135K -2,585 -0.5%
BFA
204
Beaumont Financial Advisors
Massachusetts
$29.1M +$230K +4,400 +0.8%
ZB
205
Zions Bancorporation
Utah
$28.8M +$1.06M +20,225 +4%
AAS
206
Avantax Advisory Services
Texas
$28.5M +$681K +13,030 +2%
ETS
207
ESL Trust Services
New York
$28.5M -$35.8K -685 -0.1%
BFM
208
Boston Financial Management
Massachusetts
$27.6M -$192K -3,675 -0.7%
FAG
209
Financial Advisory Group
Texas
$27.6M +$710K +13,575 +3%
GL
210
Graypoint LLC
New York
$27.5M +$131K +2,505 +0.5%
CW
211
Connectus Wealth
Ohio
$27.4M -$11.7M -222,520 -30%
LBC
212
Lowe Brockenbrough & Co
Virginia
$27.4M +$634K +12,130 +2%
ECG
213
Edge Capital Group
Georgia
$27.4M +$190K +3,625 +0.7%
SWA
214
Sax Wealth Advisors
New Jersey
$27.3M +$287K +5,480 +1%
SWM
215
Spire Wealth Management
Virginia
$27.2M +$1.59M +30,340 +6%
RCA
216
Resonant Capital Advisors
Wisconsin
$27.2M -$2.44M -46,655 -8%
HI
217
Hudock Inc
Pennsylvania
$27.1M +$33.2K +635 +0.1%
PRA
218
Pine Ridge Advisers
New York
$26.9M +$952K +18,200 +4%
OSNBOA
219
Old Second National Bank of Aurora
Illinois
$26.5M -$190K -3,630 -0.7%
CTA
220
Chesley Taft & Associates
Illinois
$26.3M -$96.2K -1,840 -0.4%
DT
221
Diversified Trust
Tennessee
$25.7M +$879K +16,805 +4%
NFG
222
Nadler Financial Group
Illinois
$25.5M +$16.1M +307,500 +172%
CIBC Private Wealth Group
223
CIBC Private Wealth Group
Georgia
$25.2M -$646K -12,355 -2%
EBT
224
Enterprise Bank & Trust
Massachusetts
$25.2M +$390K +7,450 +2%
DADC
225
D.A. Davidson & Co
Montana
$24.8M +$687K +13,135 +3%