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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 %
ES
426
ETF Store
Kansas
$7.72M +$125K +2,720 +2%
CWM
427
CCG Wealth Management
California
$7.65M +$1.11M +24,560 +17%
SIAM
428
Sterling Investment Advisors (Missouri)
Missouri
$7.51M -$215K -4,755 -3%
AWM
429
Avondale Wealth Management
Texas
$7.49M +$918K +20,280 +14%
AA
430
Argent Advisors
Louisiana
$7.4M +$1.01M +22,365 +16%
EWA
431
Exencial Wealth Advisors
Oklahoma
$7.37M +$563K +12,445 +8%
FFS
432
Founders Financial Securities
Maryland
$7.34M +$3.24M +71,550 +79%
RWG
433
Ratio Wealth Group
Colorado
$7.34M -$663K -14,650 -8%
ECM
434
Exchange Capital Management
Michigan
$7.32M -$32.4K -715 -0.4%
GC
435
Grimes & Company
Massachusetts
$7.32M -$259K -5,730 -3%
FWM
436
ForthRight Wealth Management
Georgia
$7.31M +$311K +6,865 +4%
RhumbLine Advisers
437
RhumbLine Advisers
Massachusetts
$7.26M -$7.19M -158,880 -50%
WAG
438
Winthrop Advisory Group
Massachusetts
$7.24M -$766K -16,920 -10%
SLT
439
St Louis Trust
Missouri
$7.22M
ABC
440
Associated Banc-Corp
Wisconsin
$7.2M +$43.2K +955 +0.6%
AWM
441
Atticus Wealth Management
Florida
$7.19M +$571K +12,620 +9%
FAIM
442
Financial Advocates Investment Management
Washington
$7.19M -$393K -8,680 -5%
RCAG
443
Rehmann Capital Advisory Group
Michigan
$7.18M +$26.2K +580 +0.4%
IA
444
IFG Advisory
Georgia
$7.16M +$467K +10,330 +7%
BWM
445
Boyd Wealth Management
California
$7.14M +$1.53M +33,750 +27%
CA
446
CoreCap Advisors
Michigan
$7.14M +$697K +15,415 +11%
KTC
447
Kistler-Tiffany Companies
Pennsylvania
$7.03M +$1.81K +40 +0%
PWA
448
Physician Wealth Advisors
Utah
$7.01M +$131K +2,620 +2%
EIP
449
Ellis Investment Partners
Pennsylvania
$6.98M +$209K +4,620 +3%
OIA
450
OneDigital Investment Advisors
Kansas
$6.93M +$202K +4,460 +3%