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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 %
FWM
476
Frontier Wealth Management
Missouri
$6.27M -$50.2K -965 -0.8%
DAS
477
Dynamic Advisor Solutions
Arizona
$6.26M -$47.9K -920 -0.8%
CCM
478
Coldstream Capital Management
Washington
$6.22M -$82K -1,575 -1%
CIAS
479
Capital Investment Advisory Services
North Carolina
$6.18M +$718K +13,785 +13%
CFC
480
Coyle Financial Counsel
Illinois
$6.13M +$198K +3,805 +3%
MPCG
481
Matrix Private Capital Group
New York
$6.13M +$1.25M +24,045 +26%
SFG
482
Summit Financial Group
West Virginia
$6.12M -$621K -11,925 -9%
MA
483
Montag & Associates
Georgia
$6.08M +$488K +9,370 +9%
DJYG
484
David J. Yvars Group
Florida
$6.06M -$104K -1,995 -2%
PBF
485
Petix & Botte Financial
California
$6.05M -$32K -615 -0.5%
FWM
486
ForthRight Wealth Management
Georgia
$6.05M -$384K -7,370 -6%
HCMT
487
Highland Capital Management (Tennessee)
Tennessee
$6.02M -$131K -2,515 -2%
Susquehanna International Group
488
Susquehanna International Group
Pennsylvania
$6.01M +$2.29M +44,035 +62%
PGFC
489
Peapack-Gladstone Financial Corp
New Jersey
$5.96M +$3.98M +76,540 +202%
FC
490
FCA Corp
Texas
$5.91M -$14.8K -285 -0.3%
NCM
491
Novare Capital Management
North Carolina
$5.91M +$479K +9,205 +9%
FFWA
492
FRG Family Wealth Advisors
Washington
$5.88M +$49.5K +950 +0.8%
PB
493
Pinnacle Bancorp
Nebraska
$5.88M +$7.29K +140 +0.1%
IF
494
Intrua Financial
Texas
$5.87M +$5.87M +106,530 New
OIA
495
OneDigital Investment Advisors
Kansas
$5.86M -$79.9K -1,535 -1%
NNP
496
Nachman Norwood & Parrott
South Carolina
$5.83M -$50K -960 -0.9%
TA
497
Tectonic Advisors
Texas
$5.82M -$69.8K -1,340 -1%
AWM
498
Atticus Wealth Management
Florida
$5.82M +$1.93M +37,130 +50%
SCM
499
SOL Capital Management
Maryland
$5.78M +$136K +2,610 +2%
CWM
500
Curi Wealth Management
North Carolina
$5.71M +$725K +13,930 +15%