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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 %
OCM
601
Orion Capital Management
California
$3.86M +$374K +7,175 +11%
FSG
602
Financial Strategies Group
Michigan
$3.84M -$429K -8,235 -10%
BFS
603
Bard Financial Services
Connecticut
$3.82M -$1.3M -25,000 -25%
EWF
604
Epstein & White Financial
California
$3.78M +$174K +3,345 +5%
FNBOSM
605
First National Bank of South Miami
Florida
$3.78M +$705K +13,540 +23%
BCMO
606
Buckingham Capital Management (Ohio)
Ohio
$3.78M -$145K -2,780 -4%
NEPWA
607
New England Private Wealth Advisors
Massachusetts
$3.77M +$220K +4,225 +6%
SAM
608
Securian Asset Management
Minnesota
$3.77M -$1.27M -24,475 -25%
SIAP
609
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.73M +$387K +4,520 +12%
BIA
610
Bigelow Investment Advisors
Maine
$3.7M -$146K -2,800 -4%
BHIA
611
Birch Hill Investment Advisors
Massachusetts
$3.69M -$129K -2,475 -3%
MWP
612
Moller Wealth Partners
$3.66M
NOI
613
Newton One Investments
Delaware
$3.66M +$6.51K +125 +0.2%
MWM
614
Mascoma Wealth Management
New Hampshire
$3.65M +$1.08M +20,755 +42%
GP
615
Geneva Partners
Wisconsin
$3.63M +$2.41M +46,360 +198%
EVM
616
Eaton Vance Management
Massachusetts
$3.63M +$880K +16,895 +32%
AC
617
Alley Company
Illinois
$3.62M +$67.1K +1,290 +2%
NL
618
NEPC LLC
Massachusetts
$3.61M -$85.4K -1,640 -2%
Bank of Montreal
619
Bank of Montreal
Ontario, Canada
$3.61M -$20.7M -390,590 -85%
CBT
620
Central Bank & Trust
Kentucky
$3.61M -$43.2K -830 -1%
TNB
621
TCF National Bank
South Dakota
$3.6M -$53.4K -1,025 -1%
TW
622
Transform Wealth
Colorado
$3.58M +$3.15M +60,485 +724%
AFS
623
Annapolis Financial Services
Maryland
$3.56M -$35.7K -685 -1%
TSS
624
Two Sigma Securities
New York
$3.53M +$2.7M +51,805 +322%
NEAM
625
New England Asset Management
Connecticut
$3.52M