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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 %
HL
676
HeadInvest LLC
Maine
$3.67M +$311K +5,800 +9%
B
677
Bensler
Washington
$3.67M +$136K +2,535 +4%
Qube Research & Technologies (QRT)
678
Qube Research & Technologies (QRT)
United Kingdom
$3.66M +$2.72M +50,635 +288%
EWA
679
EP Wealth Advisors
California
$3.66M -$116K -2,160 -3%
ACM
680
AUA Capital Management
Pennsylvania
$3.65M +$381K +7,090 +12%
SWM
681
SigFig Wealth Management
California
$3.64M +$1.52M +28,235 +71%
NEAM
682
New England Asset Management
Connecticut
$3.63M
WF
683
Welch & Forbes
Massachusetts
$3.61M +$155K +2,895 +4%
HWM
684
HighMark Wealth Management
Minnesota
$3.6M -$37.9K -705 -1%
NOI
685
Newton One Investments
Delaware
$3.59M +$2.68K +50 +0.1%
RWRC
686
R.W. Roge & Company
New York
$3.58M -$20.9K -390 -0.6%
UBG
687
United Bank (Georgia)
Georgia
$3.57M +$156K +2,905 +5%
FCA
688
FLC Capital Advisors
California
$3.54M -$64.7K -1,205 -2%
CHC
689
City Holding Co
West Virginia
$3.54M -$57.7K -1,075 -2%
AFS
690
Annapolis Financial Services
Maryland
$3.53M +$31.9K +595 +0.9%
AFP
691
Ausdal Financial Partners
Iowa
$3.52M +$2.88M +53,720 +455%
BCMO
692
Buckingham Capital Management (Ohio)
Ohio
$3.51M -$180K -3,350 -5%
GSWM
693
Greenup Street Wealth Management
Michigan
$3.51M +$60.4K +1,125 +2%
CW
694
CreativeOne Wealth
Kansas
$3.5M -$2.33M -43,410 -40%
AWM
695
Axxcess Wealth Management
California
$3.5M +$254K +4,740 +8%
CFC
696
Client First Capital
California
$3.48M -$4.25M -79,185 -55%
CBT
697
Central Bank & Trust
Kentucky
$3.48M -$23.3K -435 -0.7%
BB
698
Busey Bank
Illinois
$3.47M +$646K +12,035 +23%
PA
699
PSI Advisors
Florida
$3.45M -$51.8K -965 -1%
PR
700
Payden & Rygel
California
$3.45M