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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 %
PCA
726
Permit Capital Advisors
Pennsylvania
$3.19M +$3.19M +59,275 New
HIMC
727
Heritage Investors Management Corp
Maryland
$3.18M +$166K +3,085 +5%
HWM
728
HB Wealth Management
Georgia
$3.17M +$29.8K +555 +0.9%
PWM
729
Perigon Wealth Management
California
$3.17M +$51K +950 +2%
BIP
730
Blueprint Investment Partners
North Carolina
$3.16M -$532K -9,910 -14%
PCIA
731
Prime Capital Investment Advisors
Kansas
$3.15M -$518K -9,150 -14%
SF
732
Summit Financial
New Jersey
$3.15M -$258K -4,810 -8%
ASFA
733
All Season Financial Advisors
Colorado
$3.13M +$1.56M +28,995 +99%
FIM
734
Fernwood Investment Management
Massachusetts
$3.1M -$48K -895 -2%
CBN
735
Cadence Bank NA
Texas
$3.08M +$39.4K +735 +1%
CWM
736
C2C Wealth Management
Arizona
$3.07M +$2.7K +50 +0.1%
HSA
737
HBK Sorce Advisory
Pennsylvania
$3.06M -$1.07M -19,940 -26%
Lido Advisors
738
Lido Advisors
California
$3.04M +$112K +2,085 +4%
NEPWA
739
New England Private Wealth Advisors
Massachusetts
$3.04M -$986K -18,380 -25%
LA
740
Latitude Advisors
Florida
$3.04M +$1.14M +21,250 +60%
CCMG
741
Clark Capital Management Group
Pennsylvania
$3.04M +$3.04M +56,555 New
P
742
Pitcairn
Pennsylvania
$3.03M +$672K +12,530 +28%
HPC
743
HM Payson & Co
Maine
$3M +$18.5K +345 +0.6%
TC
744
TownSquare Capital
Utah
$2.99M -$1.58M -29,390 -35%
CRC
745
Curi RMB Capital
Illinois
$2.95M +$54.2K +1,010 +2%
JIP
746
Jaffetilchin Investment Partners
Florida
$2.94M -$4.62M -97,645 -61%
CI
747
Cambiar Investors
Colorado
$2.93M -$3.05M -56,865 -51%
CAG
748
Crestwood Advisors Group
Massachusetts
$2.93M -$87.2K -1,625 -3%
PCG
749
Private Capital Group
Connecticut
$2.93M +$169K +3,145 +6%
PG
750
Patten Group
Tennessee
$2.89M -$51.8K -965 -2%