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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 %
HF
426
Halpern Financial
Virginia
$7.51M -$325K -6,235 -4%
BAIA
427
Bel Air Investment Advisors
California
$7.48M +$7.48M +143,740 New
MC
428
Middleton & Co
Massachusetts
$7.43M +$192K +3,690 +3%
JF
429
Jump Financial
Illinois
$7.39M +$7.39M +142,025 New
BA
430
Bellwether Advisors
Nebraska
$7.38M -$46.6K -895 -0.6%
BBNA
431
Bremer Bank National Association
Minnesota
$7.37M -$586K -11,250 -7%
GRP
432
Global Retirement Partners
California
$7.34M -$149K -2,855 -2%
RWP
433
RWA Wealth Partners
Massachusetts
$7.29M -$1.25M -23,960 -15%
BOH
434
Bank of Hawaii
Hawaii
$7.25M -$3.76M -72,245 -34%
PFA
435
Pinnacle Family Advisors
Missouri
$7.23M +$5.18M +99,490 +252%
PP
436
Palladium Partners
Virginia
$7.18M -$166K -3,190 -2%
MCWS
437
McKinley Carter Wealth Services
West Virginia
$7.18M -$222K -4,270 -3%
MWP
438
Madison Wealth Partners
Wisconsin
$7.17M -$26.7K -580 -0.4%
JWCA
439
J.W. Cole Advisors
Florida
$7.16M -$686K -13,180 -9%
FC
440
Ferris Capital
Massachusetts
$7.14M +$277K +5,320 +4%
PFA
441
Pettinga Financial Advisors
Indiana
$7.13M -$659K -12,665 -8%
EIP
442
Ellis Investment Partners
Pennsylvania
$7.13M +$1.46M +27,970 +26%
IA
443
IFS Advisors
Kansas
$7.13M +$2.27M +43,615 +47%
WAOI
444
Wealth Advisors of Iowa
Iowa
$7.1M +$6.58M +1,260,840 +1,254%
SCA
445
Snowden Capital Advisors
New York
$7.09M +$212K +4,070 +3%
KPWG
446
KFA Private Wealth Group
Virginia
$7.04M +$150K +2,890 +2%
FFG
447
Ford Financial Group
California
$7.03M +$115K +2,200 +2%
NL
448
NWAM LLC
Washington
$7.02M +$332K +6,375 +5%
CIC
449
Cornercap Investment Counsel
Georgia
$7M -$14M -268,340 -67%
CS
450
Credit Suisse
Switzerland
$6.92M +$4.67M +89,630 +207%