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iShares Core S&P Mid-Cap ETF

1,833 hedge funds and large institutions have $47.8B invested in iShares Core S&P Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 836 increasing their positions, 621 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,833
Holders Change
-24
Holders Change %
-1.29%
% of All Funds
29.01%
Holding in Top 10
315
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.64%
% of All Funds
4.98%
New
102
Increased
836
Reduced
621
Closed
102
Calls
$67.8M
Puts
$33.9M
Net Calls
+$33.9M
Net Calls Change
-$5.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CT
326
Cambridge Trust
Massachusetts
$14.1M -$2.9M -54,060 -17%
LNC
327
Lincoln National Corp
Pennsylvania
$14M +$472K +8,795 +3%
WH
328
Whitcomb & Hess
Ohio
$13.9M +$414K +7,705 +3%
BHCM
329
Brevan Howard Capital Management
Jersey
$13.8M +$10M +186,310 +266%
B
330
Bailard
California
$13.6M +$202K +3,760 +2%
TF
331
Tompkins Financial
New York
$13.5M +$129K +2,410 +1%
CWA
332
Core Wealth Advisors
Florida
$13.5M +$344K +6,410 +3%
CWM
333
Curi Wealth Management
North Carolina
$13.4M +$1.58M +29,465 +13%
BWP
334
BSW Wealth Partners
Colorado
$13.4M +$139K +2,590 +1%
MSA
335
Marino Stram & Associates
Massachusetts
$13.2M +$61.2K +1,140 +0.5%
AMG
336
Asset Management Group
Connecticut
$13.2M +$29K +540 +0.2%
TCOV
337
Trust Company of Vermont
Vermont
$13.2M +$31.7K +590 +0.2%
FWTB
338
First Western Trust Bank
Colorado
$13.2M +$13.2M +242,220 New
JFGIW
339
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.2M +$765K +14,260 +6%
PI
340
Pachira Investments
California
$13.1M +$465K +8,665 +4%
FWIA
341
Fort Washington Investment Advisors
Ohio
$13M -$81.3K -1,515 -0.6%
TCM
342
Traynor Capital Management
Pennsylvania
$13M -$371K -6,915 -3%
AWC
343
Abundance Wealth Counselors
Pennsylvania
$13M -$23.2M -432,335 -64%
CA
344
Crumly & Associates
Illinois
$12.9M -$1.88M -35,055 -13%
LIM
345
Leavell Investment Management
Alabama
$12.8M -$710K -13,225 -5%
G
346
GenTrust
Florida
$12.8M -$510K -9,510 -4%
UWPG
347
Ullmann Wealth Partners Group
Florida
$12.6M +$927K +17,270 +8%
AWM
348
AAF Wealth Management
Massachusetts
$12.5M +$6.17K +115 +0%
WFA
349
Wipfli Financial Advisors
Wisconsin
$12.3M +$12.3M +229,945 New
OGF
350
Orin Green Financial
California
$12.3M +$70.3K +1,310 +0.6%