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iShares Core S&P Mid-Cap ETF

1,833 hedge funds and large institutions have $47.8B invested in iShares Core S&P Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 836 increasing their positions, 621 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,833
Holders Change
-24
Holders Change %
-1.29%
% of All Funds
29.01%
Holding in Top 10
315
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.64%
% of All Funds
4.98%
New
102
Increased
836
Reduced
621
Closed
102
Calls
$67.8M
Puts
$33.9M
Net Calls
+$33.9M
Net Calls Change
-$5.8M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
851
Meridian Wealth Management
Kentucky
$2.07M -$30.6K -570 -1%
EWM
852
Endurance Wealth Management
Rhode Island
$2.07M +$74.4K +1,385 +4%
AA
853
Advisory Alpha
Michigan
$2.07M +$268 +5 +0%
TMWM
854
Taylor & Morgan Wealth Management
Michigan
$2.06M +$220K +4,105 +12%
UBV
855
United Bank (Virginia)
Virginia
$2.05M -$557K -10,380 -21%
PCMF
856
Private Capital Management (Florida)
Florida
$2.05M +$2.05M +38,255 New
KIG
857
Kowal Investment Group
Wisconsin
$2.05M +$609K +11,355 +42%
KFGK
858
Keystone Financial Group (Kentucky)
Kentucky
$2.05M -$11K -205 -0.5%
KIA
859
KCM Investment Advisors
California
$2.04M -$16.6K -310 -0.8%
ACM
860
Azimuth Capital Management
Michigan
$2.04M
BFA
861
Beacon Financial Advisory
Ohio
$2.04M +$5.1K +95 +0.3%
FTUS
862
Flow Traders U.S.
New York
$2.03M +$2.03M +37,800 New
DY
863
Dowling & Yahnke
California
$2.01M +$813K +15,160 +68%
NCG
864
Newport Capital Group
New Jersey
$2M -$7.78K -145 -0.4%
LIA
865
LBMC Investment Advisors
Tennessee
$2M -$53.1K -990 -3%
OC
866
Oakworth Capital
Alabama
$2M -$2.68K -50 -0.1%
LFAS
867
Level Four Advisory Services
Texas
$1.98M -$31.7K -590 -2%
MW
868
Marcum Wealth
Ohio
$1.97M +$196K +3,660 +11%
IP
869
Ignite Planners
California
$1.96M +$3.86K +75 +0.2%
TIA
870
Tiemann Investment Advisors
California
$1.96M -$58K -1,080 -3%
PCA
871
Providence Capital Advisors
North Carolina
$1.94M +$133K +2,490 +7%
TH
872
TCTC Holdings
Texas
$1.94M +$232K +4,325 +14%
EI
873
Ellevest Inc
New York
$1.93M +$13.1K +245 +0.7%
CSPIA
874
Cary Street Partners Investment Advisory
Virginia
$1.92M +$11.8K +220 +0.6%
USCWA
875
U.S. Capital Wealth Advisors
Texas
$1.92M +$1.28M +23,880 +200%