IJH icon

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 %
SWM
1001
Southern Wealth Management
Texas
$1.33M -$68.4K -1,275 -5%
ESB
1002
Essex Savings Bank
Connecticut
$1.33M -$34.9K -650 -3%
FPS
1003
Fieldpoint Private Securities
Connecticut
$1.33M -$31.9K -595 -2%
AWA
1004
ARQ Wealth Advisors
Arizona
$1.33M -$62K -1,155 -4%
FWP
1005
FAS Wealth Partners
Kansas
$1.32M -$55K -1,025 -4%
TP
1006
Tranquility Partners
Tennessee
$1.31M +$93.9K +1,750 +8%
WCWM
1007
Wooster Corthell Wealth Management
Connecticut
$1.31M -$14K -260 -1%
ECM
1008
Evergreen Capital Management
Washington
$1.31M +$20.1K +375 +2%
VCA
1009
Verdence Capital Advisors
Maryland
$1.31M +$60.1K +1,120 +5%
EW
1010
Evoke Wealth
California
$1.3M -$13.7K -255 -1%
SCP
1011
Syntal Capital Partners
Texas
$1.3M
RA
1012
Rise Advisors
New York
$1.3M -$56.6K -1,055 -4%
SHJ
1013
Sharkey, Howes & Javer
Colorado
$1.29M -$75.9K -1,415 -6%
MCM
1014
Maryland Capital Management
Maryland
$1.29M -$36.2K -675 -3%
AWP
1015
Ascent Wealth Partners
New York
$1.29M +$21.2K +395 +2%
OC
1016
Oarsman Capital
Wisconsin
$1.28M +$24.7K +460 +2%
KLCM
1017
KG&L Capital Management
Louisiana
$1.28M +$16.1K +300 +1%
PCA
1018
Personal Capital Advisors
California
$1.28M -$77K -1,435 -6%
WA
1019
Wealthstream Advisors
New York
$1.28M -$4.56K -85 -0.4%
BCM
1020
BTC Capital Management
Iowa
$1.27M
BWM
1021
Baystate Wealth Management
Massachusetts
$1.27M +$453K +8,445 +56%
T. Rowe Price Associates
1022
T. Rowe Price Associates
Maryland
$1.27M
BWA
1023
Beam Wealth Advisors
Louisiana
$1.26M -$268 -5 -0%
ACG
1024
Allen Capital Group
Nebraska
$1.26M +$165K +3,070 +15%
SAM
1025
S.A. Mason
Michigan
$1.26M