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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 %
BRM
726
Boston Research & Management
Massachusetts
$2.38M +$75.7K +1,455 +3%
HIA
727
Harbor Investment Advisory
Maryland
$2.38M +$139K +2,675 +6%
RVPG
728
Relative Value Partners Group
$2.37M +$1.12M +21,600 +90%
NB
729
NBT Bank
New York
$2.37M -$41.6K -800 -2%
CIC
730
Carnegie Investment Counsel
Ohio
$2.36M +$3.91K +75 +0.2%
MCC
731
Money Concepts Capital
Florida
$2.35M +$67.9K +1,305 +3%
SFG
732
SevenBridge Financial Group
Pennsylvania
$2.35M +$147K +2,825 +7%
SIC
733
Samalin Investment Counsel
New York
$2.34M -$776K -14,900 -25%
RCM
734
Regency Capital Management
Hawaii
$2.33M +$2.33M +44,710 New
STA
735
Summit Trail Advisors
New York
$2.32M
SAM
736
Silvercrest Asset Management
New York
$2.32M +$85.6K +1,645 +4%
P
737
Pitcairn
Pennsylvania
$2.31M +$2.31M +44,440 New
PWM
738
Perigon Wealth Management
California
$2.31M -$52.1K -1,000 -2%
CCC
739
Crescent Capital Consulting
Louisiana
$2.29M +$39.6K +760 +2%
FMBTD
740
First Midwest Bank Trust Division
Illinois
$2.29M +$509K +9,775 +29%
EFL
741
ERn Financial LLC
Wisconsin
$2.27M -$49.7K -955 -2%
RT
742
Rockland Trust
Massachusetts
$2.27M -$8.59K -165 -0.4%
WFA
743
Wellspring Financial Advisors
Ohio
$2.23M -$1.61M -56,110 -42%
PRWA
744
Platte River Wealth Advisors
Colorado
$2.23M +$15.4K +290 +0.7%
MCCP
745
Mission Creek Capital Partners
California
$2.21M +$197K +3,785 +10%
1IA
746
1834 Investment Advisors
Wisconsin
$2.2M -$118K -2,270 -5%
RRC
747
Relaxing Retirement Coach
Massachusetts
$2.2M -$1.82M -35,040 -45%
KA
748
Kovack Advisors
Florida
$2.2M +$117K +2,250 +6%
TGAM
749
TBH Global Asset Management
Tennessee
$2.18M +$226K +4,340 +12%
CCMD
750
Cypress Capital Management (Delaware)
Delaware
$2.17M +$18.2K +350 +0.8%