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iShares Core S&P Mid-Cap ETF

1,634 hedge funds and large institutions have $44.6B invested in iShares Core S&P Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 718 increasing their positions, 552 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,634
Holders Change
+3
Holders Change %
+0.18%
% of All Funds
28.7%
Holding in Top 10
276
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-3.5%
% of All Funds
4.85%
New
87
Increased
718
Reduced
552
Closed
56
Calls
$211M
Puts
$6.06M
Net Calls
+$205M
Net Calls Change
+$214M
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
301
Brookstone Capital Management
Illinois
$13.9M -$153K -2,840 -1%
Squarepoint
302
Squarepoint
New York
$13.6M +$13.6M +258,080 New
DCM
303
DeGreen Capital Management
Arizona
$13.5M +$689K +13,090 +5%
G
304
GenTrust
Florida
$13.4M +$194K +3,685 +1%
LIM
305
Leavell Investment Management
Alabama
$13.3M -$235K -4,465 -2%
TF
306
Tompkins Financial
New York
$13.3M +$13.3M +252,815 New
BWP
307
BSW Wealth Partners
Colorado
$13.2M +$212K +4,025 +2%
CGA
308
Crescent Grove Advisors
Illinois
$13.2M +$1.5M +28,555 +13%
GIA
309
Gladstone Institutional Advisory
Florida
$13.2M +$2.2M +41,850 +20%
PBF
310
Petix & Botte Financial
California
$13.1M +$7.01M +133,135 +115%
AMG
311
Asset Management Group
Connecticut
$13M -$435K -8,270 -3%
BFM
312
Boston Financial Management
Massachusetts
$13M -$188K -3,575 -1%
NC
313
NewSquare Capital
Pennsylvania
$12.9M +$547K +10,400 +4%
EBT
314
Enterprise Bank & Trust
Massachusetts
$12.9M +$1.93M +36,715 +18%
TCOV
315
Trust Company of Vermont
Vermont
$12.9M -$29.7K -565 -0.2%
MSA
316
Marino Stram & Associates
Massachusetts
$12.8M +$12.8M +243,535 New
B
317
Bailard
California
$12.8M +$80.2K +1,525 +0.6%
OPS
318
Orion Portfolio Solutions
Nebraska
$12.7M -$183K -3,480 -1%
CWA
319
Core Wealth Advisors
Florida
$12.7M +$454K +8,625 +4%
SG
320
StoneX Group
New York
$12.5M +$467K +8,870 +4%
TCM
321
Traynor Capital Management
Pennsylvania
$12.4M +$972K +18,470 +9%
WWM
322
Windsor Wealth Management
Indiana
$12.3M +$441K +8,245 +4%
WH
323
Whitcomb & Hess
Ohio
$12.3M +$323K +6,135 +3%
JFGIW
324
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.3M +$1.08M +20,470 +10%
AWM
325
AAF Wealth Management
Massachusetts
$12.2M +$319K +6,065 +3%