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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 %
BFEC
801
Benjamin F. Edwards & Company
Missouri
$1.81M +$316K +6,005 +21%
BWM
802
BigSur Wealth Management
Florida
$1.8M
EWM
803
Endurance Wealth Management
Rhode Island
$1.8M +$97.9K +1,860 +6%
HI
804
Horizon Investments
North Carolina
$1.8M -$58.7M -1,114,755 -97%
VRM
805
Vectors Research Management
New York
$1.79M
HC
806
HNP Capital
New York
$1.79M
WT
807
Washington Trust
Rhode Island
$1.79M -$526 -10 -0%
NSB
808
Norway Savings Bank
Maine
$1.78M +$184K +3,500 +12%
PCA
809
Providence Capital Advisors
North Carolina
$1.78M -$81.8K -1,555 -4%
1WM
810
1900 Wealth Management
Texas
$1.78M +$891K +16,940 +101%
MFW
811
Meristem Family Wealth
Minnesota
$1.78M +$369K +7,010 +26%
QCIG
812
Quad-Cities Investment Group
Iowa
$1.77M +$103K +1,955 +6%
PWMAG
813
Pinnacle Wealth Management Advisory Group
New Jersey
$1.77M +$35.2K +670 +2%
BFO
814
Biltmore Family Office
North Carolina
$1.77M +$113K +2,155 +7%
WDL
815
Well Done LLC
Michigan
$1.76M +$4.47K +85 +0.3%
Neuberger Berman Group
816
Neuberger Berman Group
New York
$1.76M +$42.1K +800 +2%
MA
817
MBA Advisors
Pennsylvania
$1.75M -$275K -5,230 -14%
ACM
818
Ategra Capital Management
Virginia
$1.75M +$30.3K +575 +2%
RA
819
RFG Advisory
Alabama
$1.75M -$599K -11,385 -26%
TFF
820
The Family Firm
Maryland
$1.74M -$15K -270 -0.9%
IAS
821
Investment Advisory Services
Texas
$1.74M +$25.5K +485 +1%
RMCM
822
Reynders McVeigh Capital Management
Massachusetts
$1.72M +$176K +3,350 +11%
SC
823
Savant Capital
Illinois
$1.72M -$200K -3,805 -10%
MIM
824
Macroview Investment Management
Maryland
$1.72M +$63.4K +1,205 +4%
GC
825
Gilbert & Cook
Iowa
$1.7M -$43.4K -825 -2%