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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 %
LWMNY
701
Landmark Wealth Management (New York)
New York
$3.45M +$1.73M +64,185 +100%
Deutsche Bank
702
Deutsche Bank
Germany
$3.43M
BFO
703
Boston Family Office
Massachusetts
$3.42M -$303K -5,645 -8%
BIA
704
Bigelow Investment Advisors
Maine
$3.41M +$125K +2,335 +4%
AWA
705
Arete Wealth Advisors
Illinois
$3.4M -$403K -7,505 -11%
UF
706
Univest Financial
Pennsylvania
$3.4M +$74.1K +1,380 +2%
ST
707
Spinnaker Trust
Maine
$3.39M +$101K +1,890 +3%
SWA
708
Stratos Wealth Advisors
Ohio
$3.37M +$273K +5,080 +9%
FTC
709
Farmers Trust Company
Ohio
$3.35M -$43.7K -815 -1%
B
710
Brightworth
Georgia
$3.34M +$1.88M +35,070 +129%
HIA
711
Harbor Investment Advisory
Maryland
$3.33M +$126K +2,340 +4%
BFS
712
Bradley Foster & Sargent
Connecticut
$3.32M +$1.79M +33,430 +118%
OWM
713
Opes Wealth Management
California
$3.32M +$189K +3,530 +6%
MYIA
714
Mount Yale Investment Advisors
Colorado
$3.3M -$104K -1,940 -3%
SIAP
715
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.29M -$415K -4,700 -11%
VFA
716
Valeo Financial Advisors
Indiana
$3.28M +$155K +2,890 +5%
IWM
717
IHT Wealth Management
Illinois
$3.27M -$615K -11,460 -16%
CIC
718
Carnegie Investment Counsel
Ohio
$3.26M +$104K +1,940 +3%
MM
719
Main Management
California
$3.24M
HWIS
720
Hancock Whitney Investment Services
Louisiana
$3.24M -$12.6M -234,215 -80%
SIG
721
Sky Investment Group
Connecticut
$3.23M -$49.6K -925 -2%
TPA
722
Trivium Point Advisory
Connecticut
$3.22M +$130K +2,490 +4%
3F
723
360 Financial
Minnesota
$3.22M +$150K +2,790 +5%
IGWM
724
ICA Group Wealth Management
Colorado
$3.21M +$3.21M +63,380 New
IA
725
IFG Advisors
Missouri
$3.2M +$466K +8,675 +17%