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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 %
HighTower Advisors
51
HighTower Advisors
Illinois
$135M -$538K -10,030 -0.4%
CFG
52
Citizens Financial Group
Rhode Island
$132M +$8.17M +152,260 +7%
HTC
53
Haverford Trust Company
Pennsylvania
$129M +$26.5M +492,970 +26%
APCM
54
Alaska Permanent Capital Management
Alaska
$126M +$1.25M +23,265 +1%
LWA
55
Lenox Wealth Advisors
New York
$124M -$48.8K -935 -0%
MML Investors Services
56
MML Investors Services
Massachusetts
$122M +$7.37M +137,320 +6%
SSB
57
Sandy Spring Bank
Maryland
$120M +$2.1M +39,050 +2%
JPMPWA
58
J.P. Morgan Private Wealth Advisors
California
$118M +$4.11M +76,590 +4%
GT
59
Greenleaf Trust
Michigan
$116M +$1.88M +35,020 +2%
Jones Financial Companies
60
Jones Financial Companies
Missouri
$115M +$1.29M +23,910 +1%
LW
61
Linscomb Wealth
Texas
$106M +$2.25M +41,960 +2%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$105M -$885K -16,495 -0.8%
SIC
63
Sigma Investment Counselors
Michigan
$100M +$2.96M +55,080 +3%
MCM
64
MAI Capital Management
Ohio
$99.1M +$7.06M +131,560 +8%
BF
65
BOK Financial
Oklahoma
$96.1M -$8.06M -150,225 -8%
AIA
66
Ally Invest Advisors
North Carolina
$95.8M +$2.21M +41,190 +2%
FMWA
67
Forvis Mazars Wealth Advisors
Missouri
$95.1M +$3.41M +63,570 +4%
WT
68
Whittier Trust
California
$94.5M +$6.99M +130,235 +8%
BFPW
69
BOK Financial Private Wealth
Colorado
$92.6M -$589K -10,975 -0.6%
SHGA
70
Sand Hill Global Advisors
California
$92.1M +$3.31M +61,735 +4%
UCFA
71
United Capital Financial Advisors
Texas
$91.6M -$1.23M -22,835 -1%
State Street
72
State Street
Massachusetts
$90.2M -$2.92M -54,490 -3%
MIA
73
MainStreet Investment Advisors
Illinois
$89.7M -$1.4M -26,015 -2%
FLPIM
74
F.L. Putnam Investment Management
Massachusetts
$89.4M +$3.9M +72,585 +5%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$88.8M -$338K -6,295 -0.4%