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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 %
MYIA
651
Mount Yale Investment Advisors
Colorado
$3.16M -$172K -3,305 -5%
LFAS
652
Level Four Advisory Services
Texas
$3.16M +$548K +10,535 +21%
CAG
653
Crestwood Advisors Group
Massachusetts
$3.15M +$58.6K +1,125 +2%
CHC
654
City Holding Co
West Virginia
$3.15M +$363K +6,975 +13%
AWM
655
Apollon Wealth Management
South Carolina
$3.12M +$1.71M +32,940 +122%
FA
656
FC Advisory
Pennsylvania
$3.11M -$61.4K -1,180 -2%
DWMG
657
DB Wealth Management Group
California
$3.11M +$582K +11,175 +23%
UBV
658
United Bank (Virginia)
Virginia
$3.11M -$810K -15,555 -21%
RPC
659
Rossmore Private Capital
Connecticut
$3.1M +$329K +6,310 +12%
TPA
660
Trivium Point Advisory
Connecticut
$3.08M +$1.3M +24,980 +73%
PA
661
Pinnacle Associates
New York
$3.07M -$133K -2,560 -4%
FIM
662
Fernwood Investment Management
Massachusetts
$3.07M -$26.8K -515 -0.9%
FCA
663
FinTrust Capital Advisors
South Carolina
$3.05M -$16.9K -325 -0.6%
HPC
664
HM Payson & Co
Maine
$3.03M +$910K +17,475 +43%
HAS
665
HBW Advisory Services
California
$3.03M +$178K +3,410 +6%
BFO
666
Boston Family Office
Massachusetts
$3.02M +$97.6K +1,875 +3%
GLA
667
Good Life Advisors
Pennsylvania
$3.02M -$142K -2,720 -4%
CC
668
Cadinha & Co
Hawaii
$2.99M -$1.37M -26,355 -31%
CFO
669
CVA Family Office
Colorado
$2.99M +$224K +4,305 +8%
CBN
670
Cadence Bank NA
Texas
$2.98M +$201K +3,855 +7%
WA
671
Wilshire Advisors
California
$2.98M -$435K -8,360 -13%
PG
672
Patten Group
Tennessee
$2.98M +$8.33K +160 +0.3%
EWA
673
EP Wealth Advisors
California
$2.95M +$687K +13,195 +30%
ATWA
674
Arbor Trust Wealth Advisors
Michigan
$2.92M +$39.8K +765 +1%
VCM
675
Vivaldi Capital Management
Illinois
$2.91M -$368K -6,765 -11%