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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 %
AWC
376
Abundance Wealth Counselors
Pennsylvania
$9.31M -$1.63M -36,130 -15%
TCM
377
Towercrest Capital Management
Pennsylvania
$9.26M +$84.6K +1,870 +0.9%
ASN
378
Advisory Services Network
Georgia
$9.22M -$4.28M -94,610 -32%
MWM
379
Marietta Wealth Management
Georgia
$9.21M +$660K +14,580 +8%
GT
380
Glenview Trust
Kentucky
$9.18M +$346K +7,655 +4%
RF
381
Resolute Financial
Massachusetts
$9.17M -$277K -6,125 -3%
NAM
382
NTV Asset Management
West Virginia
$9.11M -$28.3K -625 -0.3%
JA
383
JVL Associates
Michigan
$9.11M -$854K -18,875 -9%
CNC
384
Citizens & Northern Corp
Pennsylvania
$9.05M -$88.7K -1,960 -1%
RSWM
385
Robertson Stephens Wealth Management
California
$9.05M -$985K -21,780 -10%
NAM
386
NorthCrest Asset Manangement
Minnesota
$9.03M +$9.03M +199,555 New
FPFS
387
First Personal Financial Services
North Carolina
$8.99M -$265K -5,855 -3%
AWM
388
Avior Wealth Management
Nebraska
$8.96M +$452 +10 +0%
MBT
389
Montecito Bank & Trust
California
$8.9M -$418K -9,235 -4%
HAS
390
Holland Advisory Services
Florida
$8.88M +$2.52M +55,755 +40%
ANTB
391
AMG National Trust Bank
Colorado
$8.88M -$117K -2,370 -1%
WCM
392
Windsor Capital Management
Arizona
$8.86M +$494K +10,920 +6%
CIBC World Market
393
CIBC World Market
Ontario, Canada
$8.81M +$666K +14,730 +8%
SIC
394
Sterling Investment Counsel
New York
$8.78M +$74K +1,635 +0.8%
PCFFS
395
Pacific Center for Financial Services
California
$8.72M -$84.2K -1,860 -1%
SIM
396
Stratos Investment Management
Ohio
$8.71M +$55.7K +1,230 +0.6%
CWA
397
Clarity Wealth Advisors
California
$8.7M +$275K +6,070 +3%
MWP
398
Madison Wealth Partners
Wisconsin
$8.68M +$432K +9,545 +5%
CB
399
Community Bank
New York
$8.63M -$25.6K -565 -0.3%
PBO
400
Peoples Bank (Ohio)
Ohio
$8.6M -$528K -11,675 -6%