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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 %
TCM
401
Towercrest Capital Management
Pennsylvania
$8.72M -$512K -9,840 -6%
JWBC
402
J.W. Burns & Co
New York
$8.71M +$92.1K +1,770 +1%
LWA
403
LWS Wealth Advisors
New Jersey
$8.7M -$3M -57,595 -26%
ISB
404
Iowa State Bank
Iowa
$8.7M +$986K +18,940 +13%
CAC
405
Certified Advisory Corp
Florida
$8.66M +$8.66M +166,325 New
MG
406
Mather Group
Illinois
$8.55M -$84.1K -1,615 -1%
Prudential Financial
407
Prudential Financial
New Jersey
$8.53M +$121K +2,315 +1%
APA
408
American Portfolios Advisors
New York
$8.38M +$4.84M +92,965 +137%
Chevy Chase Trust
409
Chevy Chase Trust
Maryland
$8.37M -$477K -9,160 -5%
RSVP
410
Ramsay Stattman Vela & Price
Colorado
$8.29M -$10.4K -200 -0.1%
CIBC World Market
411
CIBC World Market
Ontario, Canada
$8.21M -$139K -2,665 -2%
William Blair & Company
412
William Blair & Company
Illinois
$8.19M -$890K -17,095 -10%
MCM
413
Magnolia Capital Management
New York
$8.02M
AA
414
Argent Advisors
Louisiana
$7.97M +$137K +2,630 +2%
EWA
415
Exencial Wealth Advisors
Oklahoma
$7.94M +$47.1K +905 +0.6%
BOTW
416
Bank of the West
California
$7.89M +$89.5K +1,720 +1%
SFS
417
Sowell Financial Services
Arkansas
$7.84M +$4.2M +76,720 +115%
GA
418
GFS Advisors
Texas
$7.79M -$472K -9,075 -6%
BBHBI
419
B, B, H, & B Inc
Alabama
$7.78M +$4.98M +95,750 +178%
KTC
420
Kistler-Tiffany Companies
Pennsylvania
$7.78M -$167K -3,210 -2%
DCM
421
DeGreen Capital Management
Arizona
$7.73M -$123K -3,985 -2%
FDCDDQ
422
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.7M +$1.01M +19,345 +15%
ERWM
423
Elk River Wealth Management
Colorado
$7.65M +$1.47M +28,245 +24%
BWA
424
Bordeaux Wealth Advisors
California
$7.64M -$1.27M -24,410 -14%
SLT
425
St Louis Trust
Missouri
$7.54M +$901K +17,300 +14%