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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 %
CAM
551
Campion Asset Management
Virginia
$4.67M +$4.67M +89,610 New
KWM
552
Kingsview Wealth Management
Oregon
$4.61M +$336K +6,365 +8%
WPW
553
Waldron Private Wealth
Pennsylvania
$4.6M +$558K +10,725 +14%
DC
554
Davenport & Co
Virginia
$4.59M +$433K +8,320 +10%
GT
555
Glenview Trust
Kentucky
$4.58M +$65.3K +1,255 +1%
BCA
556
Berman Capital Advisors
Georgia
$4.58M -$128K -2,460 -3%
WJA
557
Willis Johnson & Associates
Texas
$4.57M -$565K -10,855 -11%
PAG
558
Pinnacle Advisory Group
Maryland
$4.56M +$293K +5,630 +7%
RWA
559
River Wealth Advisors
Pennsylvania
$4.52M -$1.82K -35 -0%
GF
560
Gries Financial
Ohio
$4.51M +$4.51M +84,320 New
CWM
561
CCG Wealth Management
California
$4.43M +$762K +14,640 +21%
CPA
562
Clear Perspective Advisors
Illinois
$4.43M +$29.4K +565 +0.7%
EW
563
Element Wealth
Mississippi
$4.42M +$41.1K +790 +0.9%
Koshinski Asset Management
564
Koshinski Asset Management
Illinois
$4.37M -$317K -6,095 -7%
GTAM
565
Global Trust Asset Management
Florida
$4.36M -$48.4K -930 -1%
KLI
566
Kelman-Lazarov Inc
Tennessee
$4.35M -$19.3K -370 -0.4%
SIM
567
Stratos Investment Management
Ohio
$4.31M +$1.51M +28,925 +54%
CFA
568
Cahill Financial Advisors
Minnesota
$4.31M +$218K +4,190 +5%
HCC
569
Hirtle Callaghan & Co
Pennsylvania
$4.3M -$504K -9,685 -10%
Mercer Global Advisors
570
Mercer Global Advisors
Colorado
$4.26M +$1.28M +24,530 +43%
ABC
571
Associated Banc-Corp
Wisconsin
$4.25M -$230K -8,010 -5%
MHS
572
M Holdings Securities
Oregon
$4.25M +$243K +4,665 +6%
CWM
573
Cornerstone Wealth Management
Missouri
$4.25M -$790K -15,180 -16%
LPT
574
Legacy Private Trust
Wisconsin
$4.24M +$282K +5,410 +7%
EWM
575
EPG Wealth Management
Georgia
$4.22M +$3.92M +75,365 +1,325%