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iShares Core S&P Mid-Cap ETF

1,788 hedge funds and large institutions have $40.5B invested in iShares Core S&P Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 772 increasing their positions, 660 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,788
Holders Change
-45
Holders Change %
-2.45%
% of All Funds
30.23%
Holding in Top 10
308
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.22%
% of All Funds
5.21%
New
92
Increased
772
Reduced
660
Closed
113
Calls
$14.7M
Puts
$7.33M
Net Calls
+$7.37M
Net Calls Change
-$26.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
751
Cranbrook Wealth Management
Michigan
$2.41M +$352K +7,790 +17%
DFA
752
DHK Financial Advisors
New Hampshire
$2.4M +$2.49K +55 +0.1%
GFP
753
Gryphon Financial Partners
Ohio
$2.4M +$11.8K +260 +0.5%
EFL
754
ERn Financial LLC
Wisconsin
$2.39M +$493K +10,905 +26%
CAG
755
Crestwood Advisors Group
Massachusetts
$2.39M -$82.1K -1,815 -3%
PAS
756
Park Avenue Securities
New York
$2.37M +$397K +8,775 +20%
TAM
757
Townsend Asset Management
North Carolina
$2.35M -$29.2K -645 -1%
GC
758
Guggenheim Capital
Illinois
$2.34M -$45K -995 -2%
CAM
759
Cozad Asset Management
Illinois
$2.33M -$6.79K -150 -0.3%
PRWA
760
Platte River Wealth Advisors
Colorado
$2.32M +$405K +8,945 +21%
BFG
761
Beacon Financial Group
Texas
$2.31M -$34.9K -755 -1%
SWM
762
SigFig Wealth Management
California
$2.28M -$792K -17,455 -26%
CNB
763
Camden National Bank
Maine
$2.28M -$57K -1,260 -2%
MSAM
764
Moloney Securities Asset Management
Missouri
$2.28M +$21.3K +470 +0.9%
SAS
765
Stelac Advisory Services
New York
$2.27M -$140K -3,095 -6%
DFA
766
Delta Financial Advisors
Louisiana
$2.27M
BAM
767
Belpointe Asset Management
Nevada
$2.26M +$180K +3,985 +9%
AWMG
768
Alliance Wealth Management Group
New Jersey
$2.24M +$257K +5,670 +13%
9WM
769
9258 Wealth Management
Ohio
$2.22M -$69K -1,525 -3%
BRM
770
Boston Research & Management
Massachusetts
$2.22M +$50.7K +1,120 +2%
SOS
771
Silver Oak Securities
Tennessee
$2.2M -$40.9K -855 -2%
GHA
772
GW Henssler & Associates
Georgia
$2.2M +$117K +2,590 +6%
MWM
773
MY Wealth Management
Maryland
$2.19M -$7.01K -155 -0.3%
CBB
774
Citizens Business Bank
California
$2.17M -$15.2K -335 -0.7%
GLA
775
Good Life Advisors
Pennsylvania
$2.16M -$139K -3,080 -6%