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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 %
MML Investors Services
76
MML Investors Services
Massachusetts
$79M -$674K -12,950 -0.8%
HI
77
Harbour Investments
Wisconsin
$78.6M +$78.6M +1,509,310 New
TF
78
TIAA FSB
Florida
$78.1M -$5.68M -109,100 -7%
MCM
79
MAI Capital Management
Ohio
$75M +$4.7M +90,265 +7%
FT
80
Fiduciary Trust
Massachusetts
$74M +$1.78M +34,210 +2%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$73.5M +$18.4M +354,080 +33%
PFO
82
Pathstone Family Office
New Jersey
$73M -$1.17M -22,510 -2%
AFG
83
Arkansas Financial Group
Arkansas
$72.8M -$5.58M -107,270 -7%
WT
84
Whittier Trust
California
$71.4M +$8.12M +156,080 +13%
VC
85
Vicus Capital
Pennsylvania
$71.4M -$9.27M -178,055 -11%
Comerica Bank
86
Comerica Bank
Texas
$69.8M +$171K +3,120 +0.2%
AIA
87
Ally Invest Advisors
North Carolina
$68.8M +$6.05M +116,235 +10%
VA
88
Valmark Advisers
Ohio
$68.8M -$1.44M -27,610 -2%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$66.9M +$6.03M +115,885 +10%
AWM
90
Altium Wealth Management
New York
$66.9M +$2.38M +45,730 +4%
Rafferty Asset Management
91
Rafferty Asset Management
New York
$64.3M +$10.6M +203,550 +20%
LRIA
92
Leonard Rickey Investment Advisors
Washington
$64.2M -$1.3M -24,960 -2%
BPB
93
Badgley, Phelps & Bell
Washington
$64.1M -$1.39M -26,725 -2%
Bessemer Group
94
Bessemer Group
New Jersey
$62.6M +$2.38M +45,775 +4%
FLPIM
95
F.L. Putnam Investment Management
Massachusetts
$61.7M +$3.02M +57,945 +5%
LF
96
Lee Financial
Texas
$61M -$2.32M -44,550 -4%
PFM
97
Phillips Financial Management
Indiana
$60.3M -$1.31M -25,095 -2%
MAM
98
Madison Asset Management
Wisconsin
$60.1M -$1.9M -36,475 -3%
CCFCSB
99
Cape Cod Five Cents Savings Bank
Massachusetts
$59.9M -$1.93M -37,060 -3%
PAG
100
Private Advisor Group
New Jersey
$59.3M -$9.78M -187,835 -14%