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iShares Core S&P Mid-Cap ETF

1,788 hedge funds and large institutions have $40.5B invested in iShares Core S&P Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 772 increasing their positions, 660 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,788
Holders Change
-45
Holders Change %
-2.45%
% of All Funds
30.23%
Holding in Top 10
308
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.22%
% of All Funds
5.21%
New
92
Increased
772
Reduced
660
Closed
113
Calls
$14.7M
Puts
$7.33M
Net Calls
+$7.37M
Net Calls Change
-$26.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PFM
226
Parsec Financial Management
North Carolina
$21.2M -$1.05M -23,250 -5%
BHWM
227
Bar Harbor Wealth Management
New Hampshire
$21.1M +$481K +10,620 +2%
IB
228
Intrust Bank
Kansas
$21.1M +$21.1M +465,760 New
DT
229
Daniels + Tansey
Delaware
$20.6M +$627K +13,865 +3%
SWA
230
Sax Wealth Advisors
New Jersey
$20.3M +$838K +18,510 +4%
AllianceBernstein
231
AllianceBernstein
Tennessee
$20.2M -$795K -17,565 -4%
IAN
232
Integrated Advisors Network
Texas
$20.2M -$308K -6,805 -2%
CI
233
Conning Inc
Connecticut
$20.2M
WWM
234
Western Wealth Management
Colorado
$20.1M -$1.13M -24,965 -5%
BAMG
235
Brand Asset Management Group
Missouri
$19.7M +$387K +8,545 +2%
Carson Wealth (CWM LLC)
236
Carson Wealth (CWM LLC)
Nebraska
$19.7M -$2.57M -56,850 -12%
State of Wisconsin Investment Board
237
State of Wisconsin Investment Board
Wisconsin
$19.6M +$13M +286,650 +194%
FWM
238
Fairhaven Wealth Management
Illinois
$19.6M +$426K +9,415 +2%
BFM
239
Boston Financial Management
Massachusetts
$19.6M +$3.39M +74,845 +21%
AAS
240
Avantax Advisory Services
Texas
$19.6M +$3.16M +69,935 +19%
FWTB
241
First Western Trust Bank
Colorado
$19.6M +$8.49M +185,865 +77%
TPCW
242
TD Private Client Wealth
New York
$19.5M +$2.5M +55,285 +15%
AF
243
Allworth Financial
California
$19.3M +$1.11M +24,445 +6%
TC
244
Trilogy Capital
California
$19M -$4.22M -93,315 -18%
CS
245
Comerica Securities
Michigan
$19M -$541K -11,950 -3%
NFG
246
Nations Financial Group
Iowa
$19M +$132K +2,910 +0.7%
PI
247
PFS Investments
Georgia
$19M +$11.8M +260,450 +163%
VCM
248
Verde Capital Management
Michigan
$18.9M -$2.2M -48,520 -10%
Allspring Global Investments
249
Allspring Global Investments
North Carolina
$18.9M
LBC
250
Lowe Brockenbrough & Co
Virginia
$18.8M -$1.66M -36,640 -8%