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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 %
MA
376
MUFG Americas
New York
$9.26M -$893K -17,160 -9%
AWM
377
Avior Wealth Management
Nebraska
$9.25M -$566K -10,880 -6%
UWPG
378
Ullmann Wealth Partners Group
Florida
$9.25M +$881K +16,930 +11%
USAA
379
United Services Automobile Association
Texas
$9.24M -$73.7K -1,415 -0.8%
Principal Financial Group
380
Principal Financial Group
Iowa
$9.23M -$788K -15,140 -8%
FNBT
381
FineMark National Bank & Trust
Florida
$9.22M +$1.49M +28,645 +19%
CFB
382
Cullen/Frost Bankers
Texas
$9.18M -$390K -7,495 -4%
RWMH
383
Riverpoint Wealth Management Holdings
Illinois
$9.16M -$205K -3,935 -2%
VFIC
384
Valley Forge Investment Consultants
Pennsylvania
$9.09M +$1.93M +36,985 +27%
RWG
385
Ratio Wealth Group
Colorado
$9.07M +$1.04M +19,900 +13%
RFO
386
RiverGlades Family Offices
Florida
$9.02M -$26.8K -515 -0.3%
BRWA
387
B. Riley Wealth Advisors
Florida
$8.99M +$6.31M +121,905 +235%
HA
388
HYA Advisors
Missouri
$8.99M -$26.8K -515 -0.3%
GPA
389
Guidance Point Advisors
Massachusetts
$8.98M -$99.7K -1,915 -1%
TC
390
TAP Consulting
Missouri
$8.9M +$814K +15,645 +10%
MSA
391
Mason Street Advisors
Wisconsin
$8.85M -$5.41M -104,000 -38%
EBT
392
Enterprise Bank & Trust
Massachusetts
$8.85M +$5.48M +105,285 +163%
AWM
393
Avondale Wealth Management
Texas
$8.84M +$236K +4,525 +3%
MWM
394
Marietta Wealth Management
Georgia
$8.83M -$374K -7,190 -4%
Bank Julius Baer & Co
395
Bank Julius Baer & Co
Switzerland
$8.82M -$895K -17,200 -9%
JA
396
JVL Associates
Michigan
$8.81M +$252K +4,840 +3%
PCFFS
397
Pacific Center for Financial Services
California
$8.8M +$381K +7,310 +5%
SIAM
398
Sterling Investment Advisors (Missouri)
Missouri
$8.77M -$402K -7,715 -4%
CWA
399
Clarity Wealth Advisors
California
$8.77M +$91.1K +1,750 +1%
RWRC
400
R.W. Roge & Company
New York
$8.73M -$652K -12,530 -7%