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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 %
MA
526
Montag & Associates
Georgia
$5.94M -$423K -7,885 -7%
CSA
527
Cottage Street Advisors
Massachusetts
$5.93M +$269 +5 +0%
FNBOO
528
First National Bank of Omaha
Nebraska
$5.92M +$610K +11,365 +11%
CTA
529
Colonial Trust Advisors
South Carolina
$5.91M -$40.3K -750 -0.7%
FFWA
530
FRG Family Wealth Advisors
Washington
$5.88M -$42.9K -800 -0.7%
SFG
531
Summit Financial Group
West Virginia
$5.87M -$437K -8,140 -7%
SSWM
532
Sheets Smith Wealth Management
North Carolina
$5.87M
CWM
533
Cornerstone Wealth Management
Missouri
$5.85M -$66.3K -1,235 -1%
FH
534
FWG Holdings
Florida
$5.84M -$2.2M -41,055 -27%
FC
535
Ferris Capital
Massachusetts
$5.82M +$221K +4,125 +4%
FNBOSM
536
First National Bank of South Miami
Florida
$5.8M +$870K +16,220 +18%
SCM
537
SOL Capital Management
Maryland
$5.76M -$22.8K -425 -0.4%
SFP
538
Sterling Financial Planning
New Jersey
$5.76M -$253K -4,715 -4%
GWAM
539
Guardian Wealth Advisors (Minnesota)
Minnesota
$5.75M +$368K +6,865 +7%
HAC
540
Harbor Advisory Corp
New Hampshire
$5.74M +$1.23M +22,865 +27%
TDWM
541
Topel & Distasi Wealth Management
California
$5.73M +$61.5K +1,145 +1%
TCM
542
Telos Capital Management
California
$5.71M +$141K +2,620 +3%
WCM
543
Washburn Capital Management
Florida
$5.66M
BCM
544
Boltwood Capital Management
California
$5.64M +$64.4K +1,200 +1%
PGFC
545
Peapack-Gladstone Financial Corp
New Jersey
$5.58M -$194K -3,615 -3%
LMIM
546
Lockheed Martin Investment Management
Maryland
$5.57M
SXL
547
Summit X LLC
Missouri
$5.57M -$243K -4,545 -4%
BWA
548
Bordeaux Wealth Advisors
California
$5.56M
IF
549
Intrua Financial
Texas
$5.54M -$357K -6,660 -6%
CFO
550
CVA Family Office
Colorado
$5.52M -$554K -10,320 -9%