IJH icon

iShares Core S&P Mid-Cap ETF

1,833 hedge funds and large institutions have $47.8B invested in iShares Core S&P Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 836 increasing their positions, 621 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,833
Holders Change
-24
Holders Change %
-1.29%
% of All Funds
29.01%
Holding in Top 10
315
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.64%
% of All Funds
4.98%
New
102
Increased
836
Reduced
621
Closed
102
Calls
$67.8M
Puts
$33.9M
Net Calls
+$33.9M
Net Calls Change
-$5.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CIAS
476
Capital Investment Advisory Services
North Carolina
$7.2M +$247K +4,600 +4%
5L
477
55I LLC
Massachusetts
$7.2M +$354K +6,595 +5%
BOH
478
Bank of Hawaii
Hawaii
$7.18M +$95.3K +1,775 +1%
WB
479
WesBanco Bank
West Virginia
$7.14M -$6.17K -115 -0.1%
PWA
480
Physician Wealth Advisors
Utah
$7.13M +$1.75M +33,705 +33%
GRP
481
Global Retirement Partners
California
$7.13M +$7.13M +150,075 New
MWM
482
Merriman Wealth Management
Washington
$7.08M +$6.45M +120,250 +1,035%
Susquehanna International Group
483
Susquehanna International Group
Pennsylvania
$7.07M +$1.24M +23,045 +21%
AL
484
Aspiriant LLC
California
$7.04M +$180K +3,360 +3%
KWM
485
Kingsview Wealth Management
Oregon
$7.03M +$1.54M +28,665 +28%
GIA
486
GHP Investment Advisors
Colorado
$6.96M -$135K -2,520 -2%
KPCM
487
Kings Point Capital Management
New York
$6.92M -$38.4K -715 -0.6%
OHWP
488
Oak Harbor Wealth Partners
North Carolina
$6.91M +$771K +14,370 +13%
CTC
489
Central Trust Company
Missouri
$6.88M +$1.77M +33,030 +35%
Squarepoint
490
Squarepoint
New York
$6.86M -$6.19M -115,415 -47%
PPA
491
Parametric Portfolio Associates
Washington
$6.84M +$314K +5,845 +5%
PMG
492
ProVise Management Group
Florida
$6.83M +$23.6K +440 +0.3%
DAS
493
Dynamic Advisor Solutions
Arizona
$6.82M +$454K +8,460 +7%
PG
494
Proffitt & Goodson
Tennessee
$6.78M +$6.49M +120,975 +2,268%
CFB
495
Cullen/Frost Bankers
Texas
$6.77M +$467K +8,705 +7%
MC
496
Middleton & Co
Massachusetts
$6.75M +$805 +15 +0%
PTC
497
Private Trust Company
Ohio
$6.75M +$75.1K +1,400 +1%
RWG
498
Regal Wealth Group
California
$6.73M +$64.4K +1,240 +1%
BTWM
499
Baker Tilly Wealth Management
Wisconsin
$6.71M +$570K +10,620 +9%
BWM
500
Boyd Wealth Management
California
$6.66M -$3.1M -57,705 -32%