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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 %
SFP
551
Sterling Financial Planning
New Jersey
$4.76M -$93K -2,055 -2%
BCMO
552
Buckingham Capital Management (Ohio)
Ohio
$4.74M +$1.79M +39,475 +60%
BWA
553
Bordeaux Wealth Advisors
California
$4.74M +$50.2K +1,110 +1%
CFO
554
CVA Family Office
Colorado
$4.73M +$72.6K +1,605 +2%
AWAP
555
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$4.72M +$100K +2,210 +2%
PGFC
556
Peapack-Gladstone Financial Corp
New Jersey
$4.71M +$8.15K +180 +0.2%
5L
557
55I LLC
Massachusetts
$4.71M -$1.36M -30,060 -22%
LMIM
558
Lockheed Martin Investment Management
Maryland
$4.69M
LIA
559
LBMC Investment Advisors
Tennessee
$4.69M +$3M +66,360 +178%
SFG
560
Summit Financial Group
West Virginia
$4.64M -$305K -6,740 -6%
PFA
561
Pure Financial Advisors
California
$4.64M +$210K +4,650 +5%
BMD
562
Better Money Decisions
New Mexico
$4.64M +$424K +9,365 +10%
SBLIC
563
Security Benefit Life Insurance Company
Kansas
$4.64M
MWM
564
Mascoma Wealth Management
New Hampshire
$4.63M +$500K +11,055 +12%
FTS
565
Fifth Third Securities
Ohio
$4.63M +$4.63M +102,330 New
DJYG
566
David J. Yvars Group
Florida
$4.59M -$86.5K -1,890 -2%
AI
567
Atria Investments
North Carolina
$4.56M +$122K +2,690 +3%
FA
568
Flagstar Advisors
New York
$4.54M -$9.95K -220 -0.2%
CT
569
Coastline Trust
Rhode Island
$4.53M +$192K +4,245 +4%
VOYA Investment Management
570
VOYA Investment Management
Georgia
$4.53M +$2.14M +47,350 +90%
SF
571
Synovus Financial
Georgia
$4.52M +$508K +11,245 +13%
IF
572
Intrua Financial
Texas
$4.49M -$184K -4,065 -4%
EWM
573
EPG Wealth Management
Georgia
$4.47M -$61.1K -1,350 -1%
PCM
574
Parsons Capital Management
Rhode Island
$4.47M +$69.5K +1,535 +2%
PGWM
575
Parisi Gray Wealth Management
New Jersey
$4.47M +$283K +6,250 +7%