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iShares Core S&P Mid-Cap ETF

1,631 hedge funds and large institutions have $45.8B invested in iShares Core S&P Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 697 increasing their positions, 590 reducing their positions, and 60 closing their positions.

Holders
1,631
Holders Change
+20
Holders Change %
+1.24%
% of All Funds
28.47%
Holding in Top 10
286
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.72%
% of All Funds
4.99%
New
103
Increased
697
Reduced
590
Closed
60
Calls
$28.6M
Puts
$37.8M
Net Calls
-$9.19M
Net Calls Change
-$743K
Name Holding Trade Value Shares
Change
Shares
Change %
BIM
51
Bridges Investment Management
Nebraska
$129M -$534K -9,940 -0.4%
LWA
52
Lenox Wealth Advisors
New York
$128M +$3.15M +58,530 +3%
Stifel Financial
53
Stifel Financial
Missouri
$128M +$6.99M +129,970 +6%
HTC
54
Haverford Trust Company
Pennsylvania
$127M +$1.29M +23,925 +1%
APCM
55
Alaska Permanent Capital Management
Alaska
$122M -$772K -14,360 -0.6%
GT
56
Greenleaf Trust
Michigan
$114M -$2.87M -53,335 -2%
Jones Financial Companies
57
Jones Financial Companies
Missouri
$113M -$5.4M -100,075 -5%
SSB
58
Sandy Spring Bank
Maryland
$110M +$3.05M +56,725 +3%
JPMPWA
59
J.P. Morgan Private Wealth Advisors
California
$108M +$12.2M +226,250 +13%
LW
60
Linscomb Wealth
Texas
$105M -$1.01M -18,875 -1%
CFG
61
Citizens Financial Group
Rhode Island
$103M +$18.2M +339,505 +21%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$98.5M +$5.01M +93,305 +5%
MML Investors Services
63
MML Investors Services
Massachusetts
$98M +$16.4M +305,555 +20%
MIA
64
MainStreet Investment Advisors
Illinois
$97.6M -$5.09M -94,625 -5%
State Street
65
State Street
Massachusetts
$95M -$2.89M -53,755 -3%
SIC
66
Sigma Investment Counselors
Michigan
$92.9M +$3.79M +70,605 +4%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$92.7M +$10.5M +194,535 +13%
UCFA
68
United Capital Financial Advisors
Texas
$92.6M -$5.72M -106,385 -6%
LWMT
69
Legacy Wealth Management (Tennessee)
Tennessee
$90.7M -$2.63M -48,845 -3%
HighTower Advisors
70
HighTower Advisors
Illinois
$90.5M -$4.15M -77,270 -4%
TAIM
71
TD Ameritrade Investment Management
Nebraska
$90M -$23.6M -438,870 -21%
FMWA
72
Forvis Mazars Wealth Advisors
Missouri
$86.6M +$2.85M +53,045 +3%
MPWT
73
MassMutual Private Wealth & Trust
Connecticut
$86.4M -$2.05M -38,190 -2%
BFPW
74
BOK Financial Private Wealth
Colorado
$86M +$24.2K +450 +0%
SHGA
75
Sand Hill Global Advisors
California
$85.9M -$314K -5,850 -0.4%