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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 %
IAIM
851
International Assets Investment Management
Florida
$1.54M +$708K +14,515 +85%
VWM
852
Valley Wealth Managers
New Jersey
$1.53M -$65.1K -1,250 -4%
NAG
853
Northstar Advisory Group
New Jersey
$1.52M -$1.35M -26,005 -47%
RMCM
854
Reynders McVeigh Capital Management
Massachusetts
$1.51M -$34.4K -660 -2%
FWP
855
FAS Wealth Partners
Kansas
$1.51M +$20.3K +390 +1%
KL
856
KWMG LLC
Kansas
$1.49M -$198K -3,795 -12%
EAM
857
Evanson Asset Management
California
$1.49M
QT
858
Quantbot Technologies
New York
$1.49M +$1.49M +28,545 New
BFEC
859
Benjamin F. Edwards & Company
Missouri
$1.48M +$222K +4,260 +18%
MFG
860
Merit Financial Group
Georgia
$1.48M -$232K -4,460 -14%
CFD
861
Creative Financial Designs
Indiana
$1.48M -$59.1K -1,135 -4%
WP
862
WealthPLAN Partners
Nebraska
$1.48M +$15.8K +290 +1%
WA
863
WBH Advisory
Maryland
$1.48M +$71.3K +1,370 +5%
AWA
864
ARQ Wealth Advisors
Arizona
$1.47M -$46.8K -900 -3%
CAL
865
Capital Advisors Ltd
Ohio
$1.47M
ONST
866
Old North State Trust
North Carolina
$1.47M -$24.5K -470 -2%
AF
867
Advisornet Financial
Minnesota
$1.46M -$122K -2,340 -8%
CL
868
Choreo LLC
Illinois
$1.45M +$1.04K +20 +0.1%
TFA
869
Tranquilli Financial Advisor
New Jersey
$1.45M -$3.56M -68,335 -71%
CFFP
870
Center for Financial Planning
Michigan
$1.44M -$28.4K -545 -2%
HCA
871
Heck Capital Advisors
Wisconsin
$1.43M +$636K +12,220 +81%
CG
872
Caprock Group
Idaho
$1.42M +$56K +1,075 +4%
C
873
Clearshares
New York
$1.42M +$1.42M +27,185 New
BW
874
Bison Wealth
Georgia
$1.41M +$140K +2,680 +11%
WMP
875
Wealth Management Partners
Arizona
$1.4M -$64.9K -1,230 -4%