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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 %
ACM
501
Armbruster Capital Management
New York
$5.5M +$32.8K +725 +0.6%
DC
502
Davenport & Co
Virginia
$5.46M -$127K -2,800 -2%
CGFA
503
Colton Groome Financial Advisors
North Carolina
$5.45M +$3.5M +77,355 +180%
DWMG
504
DB Wealth Management Group
California
$5.44M +$97.3K +2,150 +2%
PWW
505
Pettyjohn Wood & White
Virginia
$5.42M -$36K -795 -0.7%
JG
506
Jefferies Group
New York
$5.41M +$286K +6,320 +6%
DAS
507
Dynamic Advisor Solutions
Arizona
$5.41M -$343K -7,580 -6%
TFCP
508
Twin Focus Capital Partners
Massachusetts
$5.4M -$2.72K -60 -0.1%
Brown Advisory
509
Brown Advisory
Maryland
$5.34M -$838K -18,530 -14%
SSW
510
Smith Shellnut Wilson
Mississippi
$5.33M -$15.8K -350 -0.3%
USAA
511
United Services Automobile Association
Texas
$5.32M -$277M -6,127,455 -98%
CFB
512
Cullen/Frost Bankers
Texas
$5.31M -$397K -8,765 -7%
CTC
513
Central Trust Company
Missouri
$5.31M -$497K -10,980 -9%
JWCA
514
J.W. Cole Advisors
Florida
$5.31M -$203K -4,480 -4%
MF
515
Meridian Financial
Massachusetts
$5.27M -$198K -4,380 -4%
SAM
516
Smithbridge Asset Management
Pennsylvania
$5.25M +$3.17K +70 +0.1%
GWAM
517
Guardian Wealth Advisors (Minnesota)
Minnesota
$5.23M +$379K +8,370 +8%
BA
518
Bellwether Advisors
Nebraska
$5.2M -$902K -19,930 -15%
FNBOSM
519
First National Bank of South Miami
Florida
$5.19M +$305K +6,750 +6%
FPAS
520
Focus Partners Advisor Solutions
Missouri
$5.13M +$563K +12,450 +12%
CNBTD
521
Citizens National Bank Trust Department
Mississippi
$5.09M +$1.34M +29,515 +36%
RPC
522
Rossmore Private Capital
Connecticut
$5.08M +$1.36M +29,940 +36%
FWM
523
Frontier Wealth Management
Missouri
$5.06M -$163K -3,600 -3%
WHG
524
Westwood Holdings Group
Texas
$5.05M -$382K -8,435 -7%
AFS
525
AFG Fiduciary Services
Massachusetts
$5.05M -$133K -2,950 -3%