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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 %
UWPG
351
Ullmann Wealth Partners Group
Florida
$10.6M -$10.9K -240 -0.1%
IF
352
Ironwood Financial
Arizona
$10.6M +$263K +5,820 +3%
MIAN
353
Mariner Independent Advisor Network
Kansas
$10.5M -$8.95K -195 -0.1%
AWM
354
AAF Wealth Management
Massachusetts
$10.4M -$78.5K -1,735 -0.7%
OGF
355
Orin Green Financial
California
$10.4M -$12.5K -275 -0.1%
CWA
356
Core Wealth Advisors
Florida
$10.4M -$967K -21,370 -9%
IWMA
357
Ironwood Wealth Management (Arizona)
Arizona
$10.4M +$1.53M +33,820 +17%
MSA
358
Mason Street Advisors
Wisconsin
$10.1M
NPF
359
Norris Perne & French
Michigan
$10M +$518K +11,445 +5%
NCM
360
Neumann Capital Management
California
$9.98M +$81.9K +1,810 +0.8%
AA
361
Ancora Advisors
Ohio
$9.97M +$98.9K +2,185 +1%
CGA
362
Crescent Grove Advisors
Illinois
$9.87M +$117K +2,590 +1%
PIC
363
Platt Investment Counsel
Florida
$9.87M -$4.27M -94,345 -30%
CA
364
Centerpoint Advisors
Massachusetts
$9.81M +$28.3K +625 +0.3%
LC
365
Lindbrook Capital
California
$9.79M -$98.9K -2,185 -1%
ST
366
Smithfield Trust
Pennsylvania
$9.75M +$231K +5,100 +2%
OPS
367
Orion Portfolio Solutions
Nebraska
$9.72M -$386K -8,540 -4%
WFA
368
Wipfli Financial Advisors
Wisconsin
$9.72M -$682K -15,080 -7%
William Blair & Company
369
William Blair & Company
Illinois
$9.69M +$639K +14,115 +7%
GPA
370
Guidance Point Advisors
Massachusetts
$9.69M +$484K +10,695 +5%
PPW
371
PACK Private Wealth
Minnesota
$9.67M +$636K +14,055 +7%
MIM
372
MetLife Investment Management
New Jersey
$9.53M -$9.05K -200 -0.1%
HH
373
Hilltop Holdings
Texas
$9.52M -$754K -16,675 -7%
TC
374
Titleist Capital
Texas
$9.48M +$300K +6,635 +3%
RDFA
375
Ritter Daniher Financial Advisory
Ohio
$9.44M +$264K +5,835 +3%