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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 %
EWM
826
Endurance Wealth Management
Rhode Island
$1.66M +$177K +3,390 +12%
RG
827
Rikoon Group
New Mexico
$1.66M +$260 +5 +0%
FWCM
828
Ferguson Wellman Capital Management
Oregon
$1.64M -$5.81M -111,640 -78%
TFF
829
The Family Firm
Maryland
$1.64M +$18.2K +350 +1%
ACM
830
Ategra Capital Management
Virginia
$1.62M -$45K -865 -3%
KBC Group
831
KBC Group
Belgium
$1.61M +$729K +14,000 +82%
BFO
832
Biltmore Family Office
North Carolina
$1.61M +$39.6K +760 +3%
Neuberger Berman Group
833
Neuberger Berman Group
New York
$1.61M +$342K +6,565 +27%
PWMAG
834
Pinnacle Wealth Management Advisory Group
New Jersey
$1.6M +$3.9K +75 +0.2%
NEGWA
835
New England Guild Wealth Advisors
Connecticut
$1.6M -$90.6K -1,740 -5%
HCA
836
Harbour Capital Advisors
Virginia
$1.59M +$1.59M +30,465 New
MCA
837
Magnolia Capital Advisors
Mississippi
$1.58M -$49.5K -950 -3%
VOYA Investment Management
838
VOYA Investment Management
Georgia
$1.57M +$925K +17,765 +143%
AFC
839
AFT Forsyth & Company
Florida
$1.57M
KBFS
840
Kohmann Bosshard Financial Services
Ohio
$1.57M -$91.1K -1,750 -5%
CCM
841
Condor Capital Management
New Jersey
$1.56M -$88K -1,690 -5%
BWM
842
BigSur Wealth Management
Florida
$1.56M
Lido Advisors
843
Lido Advisors
California
$1.56M -$56.8K -1,090 -4%
BFC
844
Bedel Financial Consulting
Indiana
$1.56M +$56.5K +1,085 +4%
JBA
845
Johnson Bixby & Associates
Washington
$1.55M -$228K -4,380 -13%
CRCM
846
Corbett Road Capital Management
Virginia
$1.55M -$2.37M -45,560 -60%
DSC
847
Duncker Streett & Co
Missouri
$1.55M
DFG
848
Demars Financial Group
Washington
$1.55M +$1.56K +30 +0.1%
BFG
849
Baron Financial Group
New Jersey
$1.54M -$35.1K -675 -2%
AAM
850
Ameraudi Asset Management
New York
$1.54M -$43.2K -830 -3%