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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 %
CNBTD
526
Citizens National Bank Trust Department
Mississippi
$5.04M -$158K -3,045 -3%
TVAMP
527
Tennessee Valley Asset Management Partners
Tennessee
$4.96M -$135K -2,595 -3%
GFS
528
GYL Financial Synergies
Connecticut
$4.96M +$275K +5,275 +6%
CT
529
Coastline Trust
Rhode Island
$4.96M -$11.7K -225 -0.2%
WCM
530
Washburn Capital Management
Florida
$4.94M +$509K +9,775 +11%
AWM
531
Altavista Wealth Management
North Carolina
$4.93M +$10.9K +210 +0.2%
CCT
532
Country Club Trust
Missouri
$4.87M +$22.4K +430 +0.5%
PPA
533
Parametric Portfolio Associates
Washington
$4.86M +$1.82M +35,000 +60%
CCM
534
Canal Capital Management
Virginia
$4.85M -$452K -8,680 -9%
FFW
535
Fusion Family Wealth
New York
$4.85M -$31K -595 -0.6%
PEA
536
Pacific Edge Advisors
California
$4.85M -$143K -2,750 -3%
Cerity Partners
537
Cerity Partners
New York
$4.85M -$48.2K -925 -1%
SFA
538
Sequoia Financial Advisors
Ohio
$4.83M +$315K +6,055 +7%
CTC
539
Central Trust Company
Missouri
$4.82M +$476K +9,145 +11%
FPW
540
Flagship Private Wealth
Massachusetts
$4.79M +$215K +4,045 +5%
PCM
541
Parsons Capital Management
Rhode Island
$4.78M +$206K +3,965 +5%
LWM
542
Lionsbridge Wealth Management
Florida
$4.76M +$138K +2,650 +3%
OFG
543
Omega Financial Group
California
$4.75M -$375K -7,195 -7%
PWA
544
Physician Wealth Advisors
Utah
$4.73M +$91.5K +1,720 +2%
PCM
545
Pennsylvania Capital Management
Pennsylvania
$4.69M +$207K +3,980 +5%
WA
546
Wealth Alliance
New York
$4.68M -$190K -3,645 -4%
WB
547
WesBanco Bank
West Virginia
$4.68M +$4.68M +89,925 New
ASN
548
Advisory Services Network
Georgia
$4.68M +$76.2K +1,465 +2%
SXL
549
Summit X LLC
Missouri
$4.67M +$671K +12,855 +17%
GWAM
550
Guardian Wealth Advisors (Minnesota)
Minnesota
$4.67M -$125K -2,395 -3%