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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 %
WF
701
Welch & Forbes
Massachusetts
$2.61M +$111K +2,125 +4%
SFI
702
SPC Financial Inc
Maryland
$2.6M -$162K -3,105 -6%
EB
703
Eastern Bank
Massachusetts
$2.6M -$116K -2,230 -4%
TAM
704
Townsend Asset Management
North Carolina
$2.58M +$24.5K +470 +1%
BFM
705
Broadview Financial Management
Wisconsin
$2.56M -$180K -3,460 -7%
IP
706
Investment Partners
Ohio
$2.54M +$2.6K +50 +0.1%
LC
707
LCNB Corp
Ohio
$2.54M -$236K -4,525 -9%
CNB
708
Camden National Bank
Maine
$2.52M +$46.6K +895 +2%
CNC
709
Camden National Corporation
Maine
$2.52M +$2.52M +48,445 New
QCM
710
Quest Capital Management
Texas
$2.5M -$35.9K -690 -1%
GHA
711
GW Henssler & Associates
Georgia
$2.5M -$70.5M -1,354,865 -97%
BFG
712
Beacon Financial Group
Texas
$2.46M
CWM
713
Cranbrook Wealth Management
Michigan
$2.46M -$264K -5,070 -10%
BCM
714
Brookstone Capital Management
Illinois
$2.45M +$172K +3,305 +8%
MOS
715
MGO One Seven
Ohio
$2.44M -$104K -1,990 -4%
MOACM
716
Mutual of America Capital Management
New York
$2.44M +$628K +12,070 +35%
HIMC
717
Heritage Investors Management Corp
Maryland
$2.44M -$96.6K -1,855 -4%
PWG
718
Private Wealth Group
Florida
$2.43M +$653K +12,550 +37%
PCG
719
Private Capital Group
Connecticut
$2.42M -$273K -5,250 -10%
VFA
720
Valeo Financial Advisors
Indiana
$2.41M -$32K -615 -1%
GSWM
721
Golden State Wealth Management
California
$2.4M -$348K -6,695 -13%
AIA
722
Arcadia Investment Advisors
Idaho
$2.39M -$62.2K -1,195 -3%
SGK
723
Steigerwald Gordon & Koch
Virginia
$2.39M +$212K +4,075 +10%
AWA
724
Arkadios Wealth Advisors
Georgia
$2.39M +$2.19M +42,030 +1,095%
SAS
725
Stelac Advisory Services
New York
$2.38M -$1.49M -28,570 -38%