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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 %
TP
1001
Tranquility Partners
Tennessee
$912K +$10.9K +210 +1%
LA
1002
LexAurum Advisors
Kansas
$910K +$91.6K +1,760 +11%
BUB
1003
BBVA USA Bancshares
Texas
$904K -$108K -2,075 -11%
OFG
1004
Oxford Financial Group
Indiana
$898K +$40.1K +770 +5%
FNC
1005
First National Corp
Massachusetts
$890K -$140K -2,695 -14%
Wealth Enhancement Advisory Services
1006
Wealth Enhancement Advisory Services
Minnesota
$888K +$49.2K +925 +6%
Legal & General Group
1007
Legal & General Group
United Kingdom
$885K +$625K +12,000 +240%
TA
1008
TFG Advisers
Michigan
$884K -$25.5K -490 -3%
ST
1009
Sabal Trust
Florida
$881K +$419K +8,050 +91%
VCP
1010
Vista Capital Partners
Oregon
$878K
CWM
1011
Collaborative Wealth Management
Florida
$878K +$878K +16,360 New
SWM
1012
Stockman Wealth Management
Montana
$877K -$52.1K -1,000 -6%
MBTD
1013
Mechanics Bank - Trust Department
California
$877K -$15.1K -290 -2%
SBSB
1014
Sullivan, Bruyette, Speros & Blaney
Virginia
$877K +$8.07K +155 +0.9%
LWAC
1015
Laurel Wealth Advisors (California)
California
$877K +$161K +3,090 +22%
RSWM
1016
Robertson Stephens Wealth Management
California
$876K +$286K +5,490 +48%
LA
1017
Latitude Advisors
Florida
$874K -$1.79K -35 -0.2%
AC
1018
Abbrea Capital
California
$872K -$10.4K -200 -1%
NF
1019
Nikulski Financial
Iowa
$872K +$63.7K +1,225 +8%
CCA
1020
Clearwater Capital Advisors
Illinois
$871K -$156K -3,005 -15%
MWM
1021
Mission Wealth Management
California
$867K -$37.2K -715 -4%
CBFP
1022
Cedar Brook Financial Partners
Ohio
$866K +$243K +4,660 +39%
TCB
1023
Texas Capital Bancshares
Texas
$856K -$57.8K -1,110 -6%
WWM
1024
Wolff Wiese Magana
California
$854K +$42.7K +820 +5%
WIC
1025
Whitegate Investment Counselors
New Hampshire
$853K -$403K -7,755 -32%