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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 %
KOMWMG
476
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$6.12M +$765K +16,900 +14%
MA
477
MUFG Americas
New York
$6.09M -$216K -4,765 -3%
PG
478
Proffitt & Goodson
Tennessee
$6.08M +$361K +7,970 +6%
MCM
479
Magnolia Capital Management
New York
$6.07M
BOH
480
Bank of Hawaii
Hawaii
$6.05M
Chevy Chase Trust
481
Chevy Chase Trust
Maryland
$6M -$237K -5,245 -4%
CIAS
482
Capital Investment Advisory Services
North Carolina
$5.99M -$73.3K -1,620 -1%
GIA
483
GHP Investment Advisors
Colorado
$5.94M +$67.9K +1,500 +1%
WB
484
WesBanco Bank
West Virginia
$5.9M -$121K -2,665 -2%
HAC
485
Harbor Advisory Corp
New Hampshire
$5.88M +$1.03M +22,845 +21%
WS
486
Wela Strategies
Georgia
$5.85M +$342K +7,555 +6%
RWG
487
Regal Wealth Group
California
$5.83M -$40K -885 -0.7%
BTWM
488
Baker Tilly Wealth Management
Wisconsin
$5.8M +$139K +3,065 +2%
PMG
489
ProVise Management Group
Florida
$5.72M -$36.9K -815 -0.6%
AL
490
Aspiriant LLC
California
$5.71M -$223K -4,930 -4%
PTC
491
Private Trust Company
Ohio
$5.71M +$23.3K +515 +0.4%
SFA
492
Sequoia Financial Advisors
Ohio
$5.65M -$494K -10,915 -8%
CWM
493
Cahill Wealth Management
Michigan
$5.65M +$303K +6,690 +6%
HCM
494
Highview Capital Management
Illinois
$5.56M +$197K +4,345 +4%
PFA
495
Pettinga Financial Advisors
Indiana
$5.56M +$140K +3,105 +3%
MC
496
Middleton & Co
Massachusetts
$5.55M -$138K -3,040 -2%
SFP
497
Sandbox Financial Partners
Maryland
$5.55M +$134K +2,965 +2%
KPWG
498
KFA Private Wealth Group
Virginia
$5.52M +$176K +3,900 +3%
FZCM
499
Flynn Zito Capital Management
New York
$5.52M +$5.52M +121,935 New
ZIM
500
Zacks Investment Management
Illinois
$5.51M -$1.08M -23,785 -16%