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iShares Core S&P Mid-Cap ETF

1,631 hedge funds and large institutions have $45.8B invested in iShares Core S&P Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 697 increasing their positions, 590 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,631
Holders Change
+20
Holders Change %
+1.24%
% of All Funds
28.47%
Holding in Top 10
286
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.72%
% of All Funds
4.99%
New
103
Increased
697
Reduced
590
Closed
60
Calls
$28.6M
Puts
$37.8M
Net Calls
-$9.19M
Net Calls Change
-$743K
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
226
Sigma Planning Corp
Michigan
$22.9M +$1.31M +24,305 +6%
FBB
227
Fulton Breakefield Broenniman
Maryland
$22.7M +$1.73M +32,270 +8%
NA
228
Nottingham Advisors
New York
$22.5M -$1.2M -22,300 -5%
CA
229
Cetera Advisors
Colorado
$22.2M +$571K +10,630 +3%
KCM
230
Kanawha Capital Management
Virginia
$21.7M -$69.9K -1,300 -0.3%
DT
231
Daniels + Tansey
Delaware
$21.7M +$1.42M +26,605 +7%
FWM
232
Fairhaven Wealth Management
Illinois
$21.5M -$572K -10,650 -3%
DW
233
Domani Wealth
Pennsylvania
$21.3M -$260K -4,845 -1%
BA
234
Bristlecone Advisors
Washington
$21.3M +$1.02M +19,035 +5%
CS
235
Comerica Securities
Michigan
$21.2M -$152K -2,825 -0.7%
MGIA
236
Moneta Group Investment Advisors
Missouri
$21.2M +$708K +13,165 +3%
NFG
237
Nations Financial Group
Iowa
$21.1M +$1.38M +25,625 +7%
OC
238
Oppenheimer & Co
New York
$20.8M +$416K +7,735 +2%
BPA
239
Beacon Pointe Advisors
California
$20.7M +$524K +9,755 +3%
RWB
240
RMR Wealth Builders
New Jersey
$20.7M -$5.93M -110,320 -22%
FCBT
241
First Citizens Bank & Trust
North Carolina
$20.5M -$1.43M -26,680 -7%
SIC
242
Shoker Investment Counsel
Ohio
$20.4M +$235K +4,380 +1%
HI
243
Human Investing
Oregon
$20.2M +$1.11M +20,630 +6%
RIS
244
Retirement Income Solutions
Michigan
$20.1M +$5.05M +94,010 +34%
AllianceBernstein
245
AllianceBernstein
Tennessee
$20M -$379K -7,060 -2%
FNT
246
First National Trust
Pennsylvania
$20M -$699K -13,010 -3%
Rockefeller Capital Management
247
Rockefeller Capital Management
New York
$20M +$1.18M +21,885 +6%
PAM
248
Peninsula Asset Management
Florida
$19.9M -$188K -3,505 -0.9%
GGS
249
Galvin Gaustad & Stein
Arizona
$19.9M -$606K -11,280 -3%
JWA
250
JFS Wealth Advisors
Pennsylvania
$19.9M -$180K -3,345 -0.9%