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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 %
SB
276
Simmons Bank
Arkansas
$16.4M -$287K -6,335 -2%
PAM
277
Peninsula Asset Management
Florida
$16.3M -$282K -6,225 -2%
G
278
GenTrust
Florida
$15.9M +$5.12M +113,265 +48%
RIM
279
Reynolds Investment Management
South Carolina
$15.9M +$33.7K +745 +0.2%
JAG
280
Journey Advisory Group
Kentucky
$15.8M +$2.33M +46,345 +17%
Millennium Management
281
Millennium Management
New York
$15.2M -$5.09M -112,525 -25%
DFA
282
DHJJ Financial Advisors
Illinois
$15.1M -$167K -3,695 -1%
ISB
283
Iowa State Bank
Iowa
$15M +$819K +18,105 +6%
MFA
284
Mayflower Financial Advisors
Massachusetts
$15M -$1.15M -25,370 -7%
FCI
285
Financial Counselors Inc
Kansas
$14.9M +$2.34M +51,680 +19%
CAAS
286
Capital Asset Advisory Services
Michigan
$14.9M +$795K +17,570 +6%
SMC
287
Smith, Moore & Co
Missouri
$14.8M +$1.2M +26,485 +9%
WFA
288
West Financial Advisors
Iowa
$14.8M +$1.91M +42,135 +15%
AWM
289
Altus Wealth Management
Kentucky
$14.5M +$112K +2,480 +0.8%
CASB
290
Cape Ann Savings Bank
Massachusetts
$14.5M -$141K -3,110 -1%
NA
291
Nottingham Advisors
New York
$14.5M +$161K +3,510 +1%
VFIC
292
Valley Forge Investment Consultants
Pennsylvania
$14.4M -$45.9K -1,015 -0.3%
AFS
293
Aft Forsyth & Sober
Florida
$14.4M -$221K -4,875 -2%
PFP
294
Pinnacle Financial Partners
Tennessee
$14.3M +$471K +10,420 +3%
AF
295
Affiance Financial
Minnesota
$14.3M -$6.14M -135,640 -30%
CCM
296
Coldstream Capital Management
Washington
$14.2M +$1.46M +32,265 +11%
SF
297
Symphony Financial
Texas
$14.1M -$3M -65,530 -18%
YIA
298
YHB Investment Advisors
Connecticut
$13.9M -$251K -5,540 -2%
JFGIW
299
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.9M +$2.82M +62,265 +25%
NA
300
NewEdge Advisors
Louisiana
$13.7M -$901K -19,910 -6%