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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 %
SBLIC
551
Security Benefit Life Insurance Company
Kansas
$5.5M -$5.88M -109,500 -52%
MCA
552
MSH Capital Advisors
Arizona
$5.5M +$516K +9,610 +10%
UBS AM
553
UBS AM
Illinois
$5.5M
DJYG
554
David J. Yvars Group
Florida
$5.49M -$411K -7,655 -7%
AWAP
555
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$5.48M -$86.7K -1,615 -2%
FPAS
556
Focus Partners Advisor Solutions
Missouri
$5.42M +$5.42M +100,920 New
NCM
557
Novare Capital Management
North Carolina
$5.41M +$151K +2,820 +3%
FA
558
Flagstar Advisors
New York
$5.4M -$404K -7,530 -7%
EWM
559
EPG Wealth Management
Georgia
$5.37M +$444K +8,265 +9%
TFA
560
Trinity Financial Advisors
Ohio
$5.37M -$837K -15,595 -13%
PCM
561
Pennsylvania Capital Management
Pennsylvania
$5.33M -$31.7K -590 -0.6%
SWA
562
SOA Wealth Advisors
New York
$5.31M +$24.7K +460 +0.5%
AWM
563
Apollon Wealth Management
South Carolina
$5.27M +$569K +10,605 +12%
PAM
564
Private Asset Management
California
$5.27M -$273K -5,090 -5%
IPW
565
IronBridge Private Wealth
Texas
$5.27M +$5.27M +98,165 New
AI
566
Atria Investments
North Carolina
$5.27M +$1.6M +29,880 +44%
PFA
567
Pure Financial Advisors
California
$5.26M +$6.44K +120 +0.1%
LF
568
LifeSteps Financial
California
$5.25M -$279K -5,200 -5%
FC
569
FCA Corp
Texas
$5.24M -$32.7K -610 -0.6%
PCM
570
Parsons Capital Management
Rhode Island
$5.22M +$21.5K +400 +0.4%
VVP
571
Venture Visionary Partners
Ohio
$5.18M -$501K -9,345 -9%
PFG
572
Pacific Financial Group
Washington
$5.17M +$347K +6,460 +7%
LPT
573
Legacy Private Trust
Wisconsin
$5.15M -$33K -615 -0.6%
CT
574
Coastline Trust
Rhode Island
$5.15M -$21.5K -400 -0.4%
TA
575
Tectonic Advisors
Texas
$5.14M