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iShares Core S&P Mid-Cap ETF

1,634 hedge funds and large institutions have $44.6B invested in iShares Core S&P Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 718 increasing their positions, 552 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,634
Holders Change
+3
Holders Change %
+0.18%
% of All Funds
28.7%
Holding in Top 10
276
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-3.5%
% of All Funds
4.85%
New
87
Increased
718
Reduced
552
Closed
56
Calls
$211M
Puts
$6.06M
Net Calls
+$205M
Net Calls Change
+$214M
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
776
Beacon Financial Advisory
Ohio
$1.98M -$2.11K -40 -0.1%
VIM
777
Vista Investment Management
Pennsylvania
$1.97M +$3.42K +65 +0.2%
OC
778
Oakworth Capital
Alabama
$1.96M +$32.3K +615 +2%
KFGK
779
Keystone Financial Group (Kentucky)
Kentucky
$1.96M +$25K +475 +1%
SCM
780
Southport Capital Management
Tennessee
$1.96M +$293K +5,560 +18%
TC
781
TownSquare Capital
Utah
$1.95M +$6.84K +130 +0.4%
MMHP
782
Murphy Middleton Hinkle & Parker
Georgia
$1.94M -$27.6K -525 -1%
FHA
783
Flagship Harbor Advisors
Massachusetts
$1.94M
CFG
784
Cooper Financial Group
California
$1.94M +$1.62M +30,840 +520%
NCG
785
Newport Capital Group
New Jersey
$1.93M
SS
786
Simplicity Solutions
Minnesota
$1.93M +$662K +12,585 +52%
PCMC
787
Private Capital Management (Colorado)
Colorado
$1.92M +$2.63K +50 +0.1%
FFS
788
Founders Financial Securities
Maryland
$1.9M -$4.39M -83,460 -70%
CCM
789
Covington Capital Management
California
$1.89M +$585K +11,125 +45%
BF
790
Blankinship & Foster
California
$1.89M -$175K -3,325 -8%
EI
791
Ellevest Inc
New York
$1.88M -$53.4K -1,015 -3%
V
792
VeraBank
Texas
$1.88M
LWM
793
Lyell Wealth Management
California
$1.86M -$112K -2,135 -6%
EK
794
Evensky & Katz
Florida
$1.85M -$183K -3,485 -9%
CI
795
Cigna Investments
Connecticut
$1.84M -$105K -2,000 -5%
CSPIA
796
Cary Street Partners Investment Advisory
Virginia
$1.84M +$47.3K +900 +3%
OPA
797
Old Port Advisors
Maine
$1.83M +$48.1K +905 +3%
RG
798
Rathbones Group
United Kingdom
$1.82M +$36.8K +700 +2%
RIM
799
Rockbridge Investment Management
New York
$1.82M -$19.5K -370 -1%
KBFS
800
Kohmann Bosshard Financial Services
Ohio
$1.81M +$228K +4,325 +14%