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iShares Core S&P Mid-Cap ETF

1,631 hedge funds and large institutions have $45.8B invested in iShares Core S&P Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 697 increasing their positions, 590 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,631
Holders Change
+20
Holders Change %
+1.24%
% of All Funds
28.47%
Holding in Top 10
286
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.72%
% of All Funds
4.99%
New
103
Increased
697
Reduced
590
Closed
60
Calls
$28.6M
Puts
$37.8M
Net Calls
-$9.19M
Net Calls Change
-$743K
Name Holding Trade Value Shares
Change
Shares
Change %
KL
876
KWMG LLC
Kansas
$1.51M -$2.64K -50 -0.2%
MFG
877
Merit Financial Group
Georgia
$1.51M -$19.6K -365 -1%
NEGWA
878
New England Guild Wealth Advisors
Connecticut
$1.5M -$146K -2,720 -9%
FG
879
Fiduciary Group
Georgia
$1.5M +$123K +2,305 +9%
BW
880
Bison Wealth
Georgia
$1.49M +$32.5K +605 +2%
MCA
881
Magnolia Capital Advisors
Mississippi
$1.49M -$139K -2,585 -9%
CFFP
882
Center for Financial Planning
Michigan
$1.49M +$8.06K +150 +0.5%
LNWTC
883
Laird Norton Wetherby Trust Company
Washington
$1.49M +$400K +7,450 +37%
XF
884
XML Financial
Maryland
$1.48M +$1.48M +27,455 New
CL
885
Choreo LLC
Illinois
$1.48M -$26.9K -500 -2%
CC
886
Corsicana & Co
Texas
$1.46M +$1.46M +27,065 New
CAWM
887
Capital Advisors Wealth Management
Washington
$1.45M +$6.99K +130 +0.5%
MFW
888
Meristem Family Wealth
Minnesota
$1.44M +$1.44M +26,735 New
UTC
889
Unified Trust Company
Kentucky
$1.44M -$14K -260 -1%
IA
890
IFG Advisors
Missouri
$1.43M +$684K +12,715 +91%
RFG
891
Range Financial Group
Oregon
$1.43M +$97.3K +1,810 +7%
TI
892
Truepoint Inc
Ohio
$1.42M +$76.6K +1,425 +6%
B
893
Bridgeworth
Alabama
$1.42M -$4.3K -80 -0.3%
MAWCM
894
Mine & Arao Wealth Creation & Management
California
$1.41M +$24.7K +460 +2%
HWA
895
Hilltop Wealth Advisors
North Carolina
$1.4M +$1.34K +25 +0.1%
ST
896
Sabal Trust
Florida
$1.39M +$482K +8,975 +53%
WQ
897
Wealth Quarterback
New Jersey
$1.39M +$1.39M +25,890 New
WA
898
WP Advisors
California
$1.39M +$7.26K +135 +0.5%
JBA
899
Johnson Bixby & Associates
Washington
$1.37M -$217K -4,070 -14%
NF
900
Nikulski Financial
Iowa
$1.37M +$476K +8,925 +53%