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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 %
SCG
626
Sonata Capital Group
Washington
$4.28M +$10.2K +190 +0.2%
AIMC
627
Alley Investment Management Company
Illinois
$4.26M +$4.26M +79,285 New
BSW
628
Buckingham Strategic Wealth
Missouri
$4.25M +$236K +4,390 +6%
FPCG
629
Forum Private Client Group
Indiana
$4.24M +$4.24M +79,080 New
CAGAS
630
Capital Advisory Group Advisory Services
Minnesota
$4.23M -$1.41M -26,260 -25%
EGP
631
Entrust Global Partners
New York
$4.23M
RWP
632
Revolve Wealth Partners
New Jersey
$4.2M -$39.7K -740 -0.9%
PWP
633
Personal Wealth Partners
Minnesota
$4.19M -$395K -7,355 -9%
BC
634
Bartlett & Co
Ohio
$4.19M +$94.5K +1,760 +2%
BCWM
635
Bartlett & Co Wealth Management
Ohio
$4.19M +$94.5K +1,760 +2%
SAM
636
Securian Asset Management
Minnesota
$4.18M +$237K +4,425 +6%
EW
637
Element Wealth
Mississippi
$4.16M -$138K -2,580 -3%
FBA
638
Front Barnett Associates
Illinois
$4.14M -$32.5K -605 -0.8%
KCM
639
Karp Capital Management
California
$4.13M +$1.49M +27,825 +57%
CNBTD
640
Citizens National Bank Trust Department
Mississippi
$4.13M +$566K +11,345 +16%
CCM
641
Covington Capital Management
California
$4.11M +$554K +10,315 +16%
FA
642
FC Advisory
Pennsylvania
$4.11M +$615K +11,460 +18%
SQA
643
Simon Quick Advisors
New Jersey
$4.11M +$268 +5 +0%
ASW
644
Astoria Strategic Wealth
Texas
$4.11M -$22.3K -415 -0.5%
EFS
645
Essex Financial Services
Connecticut
$4.09M +$382K +7,125 +10%
FFG
646
Ford Financial Group
California
$4.09M -$3.13M -58,365 -43%
PWAG
647
Polaris Wealth Advisory Group
California
$4.08M +$4.08M +78,205 New
T
648
TCWP
Ohio
$4M -$37.8K -705 -0.9%
WP
649
WealthSource Partners
California
$3.99M +$2.33M +43,370 +140%
SFG
650
Sather Financial Group
Texas
$3.96M