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iShares Core S&P Mid-Cap ETF

1,611 hedge funds and large institutions have $44.2B invested in iShares Core S&P Mid-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 585 increasing their positions, 669 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,611
Holders Change
+34
Holders Change %
+2.16%
% of All Funds
28.37%
Holding in Top 10
294
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+7.69%
% of All Funds
5.18%
New
114
Increased
585
Reduced
669
Closed
58
Calls
$30.8M
Puts
$39.3M
Net Calls
-$8.44M
Net Calls Change
-$35.3M
Name Holding Trade Value Shares
Change
Shares
Change %
NCM
326
Neumann Capital Management
California
$11.8M -$192K -3,680 -2%
SAG
327
Spotlight Asset Group
Illinois
$11.7M -$1.58M -30,280 -12%
MBT
328
Montecito Bank & Trust
California
$11.6M -$974K -18,705 -8%
WAG
329
Winthrop Advisory Group
Massachusetts
$11.6M +$1.34M +25,690 +13%
FMN
330
Financial Management Network
California
$11.6M -$583K -10,660 -5%
AWM
331
AAF Wealth Management
Massachusetts
$11.4M +$319K +6,120 +3%
ISWM
332
Independent Solutions Wealth Management
New York
$11.4M -$115K -2,205 -1%
FPFS
333
First Personal Financial Services
North Carolina
$11.3M -$654K -12,570 -5%
CB
334
Community Bank
New York
$11.3M -$1.06M -20,415 -9%
QI
335
QS Investors
New York
$11.2M -$19.1M -367,150 -63%
OGF
336
Orin Green Financial
California
$11.2M -$1.74M -33,465 -13%
NFG
337
Next Financial Group
Texas
$11.2M -$918K -17,640 -8%
WWM
338
Windsor Wealth Management
Indiana
$11.1M +$3.5M +67,225 +46%
ST
339
Smithfield Trust
Pennsylvania
$11M -$280K -5,385 -2%
WS
340
Wela Strategies
Georgia
$11M -$1.14M -21,895 -9%
JFGIW
341
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.9M -$324K -6,230 -3%
PBO
342
Peoples Bank (Ohio)
Ohio
$10.9M +$580K +11,140 +6%
CGA
343
Crescent Grove Advisors
Illinois
$10.9M +$860K +16,515 +9%
CB
344
Commerce Bank
Missouri
$10.8M +$2.38M +45,800 +28%
EWA
345
Encompass Wealth Advisors
Oregon
$10.7M +$2.98M +55,730 +39%
NAM
346
NTV Asset Management
West Virginia
$10.7M -$644K -12,375 -6%
P
347
&Partners
Tennessee
$10.6M +$851K +16,350 +9%
NA
348
NewEdge Advisors
Louisiana
$10.6M -$3.38K -65 -0%
SG
349
StoneX Group
New York
$10.5M +$1.09M +20,905 +12%
GIA
350
Gladstone Institutional Advisory
Florida
$10.5M +$50.5K +970 +0.5%