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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 %
WCWM
901
Wooster Corthell Wealth Management
Connecticut
$1.37M -$68K -1,265 -5%
KWM
902
Keebeck Wealth Management
Illinois
$1.36M +$1.36M +25,370 New
WMP
903
Wealth Management Partners
Arizona
$1.36M -$67.4K -1,255 -5%
PMFA
904
Plante Moran Financial Advisors
Michigan
$1.35M +$5.65K +105 +0.4%
BA
905
Ballew Advisors
Mississippi
$1.35M -$1.36M -25,590 -50%
NCM
906
Next Capital Management
New York
$1.35M +$77.1K +1,435 +6%
VCA
907
Verdence Capital Advisors
Maryland
$1.34M -$82K -1,525 -6%
FPS
908
Fieldpoint Private Securities
Connecticut
$1.34M +$40.7K +750 +3%
SG Americas Securities
909
SG Americas Securities
New York
$1.34M +$138K +2,575 +12%
CCM
910
Covington Capital Management
California
$1.34M +$581K +10,810 +77%
SWM
911
SigFig Wealth Management
California
$1.31M -$1.64M -30,600 -56%
T. Rowe Price Associates
912
T. Rowe Price Associates
Maryland
$1.31M
BJL
913
Brighton Jones LLC
Washington
$1.3M -$144K -2,680 -10%
SS
914
Simplicity Solutions
Minnesota
$1.3M -$478K -8,890 -27%
EPWM
915
Essex Private Wealth Management
Massachusetts
$1.29M
WCM
916
Wealthcare Capital Management
Virginia
$1.29M +$24.2K +450 +2%
ECM
917
Evergreen Capital Management
Washington
$1.29M -$507K -9,430 -28%
MCM
918
Maryland Capital Management
Maryland
$1.29M +$118K +2,200 +10%
SHJ
919
Sharkey, Howes & Javer
Colorado
$1.28M +$486K +9,045 +61%
EW
920
Evoke Wealth
California
$1.28M +$63.9K +1,190 +5%
CG
921
Corundum Group
Colorado
$1.28M -$64.5K -1,200 -5%
KLCM
922
KG&L Capital Management
Louisiana
$1.27M +$45.7K +850 +4%
SAM
923
S.A. Mason
Michigan
$1.26M
OIS
924
Okabena Investment Services
Minnesota
$1.25M +$1.04M +19,325 +482%
BCM
925
BTC Capital Management
Iowa
$1.25M -$19.9K -370 -2%