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iShares Core S&P Mid-Cap ETF

1,634 hedge funds and large institutions have $44.6B invested in iShares Core S&P Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 718 increasing their positions, 552 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,634
Holders Change
+3
Holders Change %
+0.18%
% of All Funds
28.7%
Holding in Top 10
276
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-3.5%
% of All Funds
4.85%
New
87
Increased
718
Reduced
552
Closed
56
Calls
$211M
Puts
$6.06M
Net Calls
+$205M
Net Calls Change
+$214M
Name Holding Trade Value Shares
Change
Shares
Change %
NEPWA
576
New England Private Wealth Advisors
Massachusetts
$3.93M +$112K +2,130 +3%
VC
577
Vestor Capital
Illinois
$3.93M -$51.6K -980 -1%
BMD
578
Better Money Decisions
New Mexico
$3.93M +$268K +5,095 +7%
SFG
579
Sather Financial Group
Texas
$3.88M +$3.88M +73,825 New
AC
580
Alley Company
Illinois
$3.88M +$64.5K +1,225 +2%
HCC
581
Hirtle Callaghan & Co
Pennsylvania
$3.88M +$27.6K +525 +0.7%
AI
582
Atria Investments
North Carolina
$3.86M +$96.3K +1,830 +3%
NL
583
NEPC LLC
Massachusetts
$3.83M +$4.21K +80 +0.1%
JG
584
Jefferies Group
New York
$3.81M +$632K +12,010 +20%
WA
585
Wealth Alliance
New York
$3.8M -$709K -13,475 -16%
BFS
586
Bard Financial Services
Connecticut
$3.8M
BHIA
587
Birch Hill Investment Advisors
Massachusetts
$3.79M +$3.42K +65 +0.1%
FSG
588
Financial Strategies Group
Michigan
$3.79M -$27.6K -525 -0.7%
AWA
589
Arete Wealth Advisors
Illinois
$3.77M -$578K -10,980 -13%
PFS
590
Prospera Financial Services
Texas
$3.76M +$143K +2,710 +4%
FC
591
Financial Council
Maryland
$3.75M +$3.75M +71,285 New
BB
592
Busey Bank
Illinois
$3.75M -$458K -8,705 -11%
KLI
593
Kelman-Lazarov Inc
Tennessee
$3.74M -$60.8K -1,155 -2%
MWM
594
Mascoma Wealth Management
New Hampshire
$3.73M -$28.1K -535 -0.7%
PA
595
PFG Advisors
Arizona
$3.72M -$144K -2,735 -4%
CIAS
596
CFS Investment Advisory Services
New Jersey
$3.72M +$3.72M +70,940 New
SIAP
597
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.7M -$32.4K -375 -0.9%
MWP
598
Moller Wealth Partners
$3.7M
CL
599
COWA LLC
Oklahoma
$3.69M -$234K -4,425 -6%
BCMO
600
Buckingham Capital Management (Ohio)
Ohio
$3.68M -$28.4K -540 -0.8%