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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 %
AA
351
Ancora Advisors
Ohio
$10.4M +$688K +13,220 +7%
FHC
352
First Horizon Corporation
Tennessee
$10.2M -$658K -12,640 -6%
CFA
353
Carroll Financial Associates
North Carolina
$10.2M -$13.8K -265 -0.1%
TRCT
354
Tower Research Capital (TRC)
New York
$10.2M -$2.89M -55,565 -22%
MCG
355
MACRO Consulting Group
New Jersey
$10.1M -$2.53M -48,680 -20%
OWA
356
One Wealth Advisors
California
$10.1M -$2.77M -53,130 -22%
IF
357
Ironwood Financial
Arizona
$10.1M +$2.48M +47,550 +33%
N
358
Natixis
France
$10M +$836K +16,065 +9%
PMG
359
ProVise Management Group
Florida
$9.94M -$198K -3,810 -2%
RhumbLine Advisers
360
RhumbLine Advisers
Massachusetts
$9.91M -$6.49M -124,640 -40%
CNC
361
Citizens & Northern Corp
Pennsylvania
$9.9M -$1.09M -20,965 -10%
CA
362
Centerpoint Advisors
Massachusetts
$9.87M +$249K +4,790 +3%
RDFA
363
Ritter Daniher Financial Advisory
Ohio
$9.81M +$160K +3,065 +2%
EWM
364
Evercore Wealth Management
New York
$9.79M +$430K +8,270 +5%
BCI
365
Brinker Capital Investments
Pennsylvania
$9.73M +$9.46M +181,690 +3,497%
TCBWMS
366
Texas Capital Bank Wealth Management Services
Texas
$9.71M -$35.9K -690 -0.4%
LSERS
367
Louisiana State Employees Retirement System
Louisiana
$9.6M -$4.63M -89,000 -33%
APW
368
Acima Private Wealth
Virginia
$9.54M -$546K -10,480 -5%
GC
369
Grimes & Company
Massachusetts
$9.51M +$56.7K +1,090 +0.6%
PGWM
370
Parisi Gray Wealth Management
New Jersey
$9.48M -$215K -4,130 -2%
JAG
371
Journey Advisory Group
Kentucky
$9.48M +$35.7K +685 +0.4%
WCM
372
Windsor Capital Management
Arizona
$9.45M -$1.19M -22,770 -11%
TCM
373
Traynor Capital Management
Pennsylvania
$9.35M +$716K +13,750 +8%
HR
374
Hardy Reed
Mississippi
$9.34M +$603K +11,580 +7%
ANTB
375
AMG National Trust Bank
Colorado
$9.33M +$91.4K +1,755 +1%