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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 %
DC
501
Davenport & Co
Virginia
$6.63M +$584K +10,885 +10%
WS
502
Wela Strategies
Georgia
$6.54M -$9.09M -169,340 -58%
JWCA
503
J.W. Cole Advisors
Florida
$6.53M -$60.9K -1,135 -0.9%
GWMIA
504
Global Wealth Management Investment Advisory
Florida
$6.53M +$1.52M +28,390 +30%
ACM
505
Armbruster Capital Management
New York
$6.49M -$99.3K -1,850 -2%
MF
506
Meridian Financial
Massachusetts
$6.49M +$13.4K +250 +0.2%
PWW
507
Pettyjohn Wood & White
Virginia
$6.47M -$45.1K -840 -0.7%
PB
508
Pinnacle Bancorp
Nebraska
$6.46M +$231K +4,255 +4%
WHG
509
Westwood Holdings Group
Texas
$6.44M -$560K -10,440 -8%
PFA
510
Pettinga Financial Advisors
Indiana
$6.42M +$97.9K +1,825 +2%
SFP
511
Sandbox Financial Partners
Maryland
$6.42M +$2.46M +45,860 +62%
TFCP
512
Twin Focus Capital Partners
Massachusetts
$6.41M +$2.42K +45 +0%
HCM
513
Highview Capital Management
Illinois
$6.36M -$7.05M -131,285 -53%
KOMWMG
514
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$6.35M +$1.23M +22,835 +24%
SSW
515
Smith Shellnut Wilson
Mississippi
$6.35M -$414K -7,720 -6%
CWM
516
Cahill Wealth Management
Michigan
$6.34M +$6.34M +118,175 New
DWMG
517
DB Wealth Management Group
California
$6.34M +$858K +15,995 +16%
KPWG
518
KFA Private Wealth Group
Virginia
$6.34M +$11K +205 +0.2%
WFAG
519
Wescott Financial Advisory Group
Pennsylvania
$6.29M +$5.17M +96,275 +460%
SAM
520
Smithbridge Asset Management
Pennsylvania
$6.22M -$875K -16,310 -12%
OWA
521
One Wealth Advisors
California
$6.17M -$900K -16,775 -13%
AFS
522
AFG Fiduciary Services
Massachusetts
$6.15M -$4.55M -84,840 -43%
JG
523
Jefferies Group
New York
$6.08M +$2.36M +43,930 +63%
FWM
524
Frontier Wealth Management
Missouri
$5.99M -$131K -2,525 -2%
CWM
525
Congress Wealth Management
Massachusetts
$5.97M -$1.35M -25,090 -18%