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iShares Core S&P Mid-Cap ETF

1,634 hedge funds and large institutions have $44.6B invested in iShares Core S&P Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 718 increasing their positions, 552 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,634
Holders Change
+3
Holders Change %
+0.18%
% of All Funds
28.7%
Holding in Top 10
276
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-3.5%
% of All Funds
4.85%
New
87
Increased
718
Reduced
552
Closed
56
Calls
$211M
Puts
$6.06M
Net Calls
+$205M
Net Calls Change
+$214M
Name Holding Trade Value Shares
Change
Shares
Change %
APP
1051
Avantax Planning Partners
Iowa
$784K -$14.2K -270 -2%
CMP
1052
Courage Miller Partners
Virginia
$782K -$37.4K -710 -5%
FNWM
1053
Financial Network Wealth Management
Utah
$780K +$80.5K +1,530 +12%
WIC
1054
Whitegate Investment Counselors
New Hampshire
$778K -$81.8K -1,555 -10%
IWS
1055
Insight Wealth Strategies
California
$776K -$1.33M -25,305 -63%
CBFP
1056
Cedar Brook Financial Partners
Ohio
$776K -$92.6K -1,760 -11%
ICG
1057
InterOcean Capital Group
Tennessee
$773K -$190K -3,610 -20%
MLL
1058
Moody Lynn & Lieberson
Massachusetts
$767K
BU
1059
BBVA USA
Alabama
$764K -$7.89K -150 -1%
PSF
1060
Pacific Sun Financial
California
$764K +$764K +14,520 New
WCWM
1061
Willow Creek Wealth Management
California
$762K -$3.16K -60 -0.4%
WDG
1062
Wealth Dimensions Group
Ohio
$758K +$135K +2,565 +22%
OFG
1063
Oxford Financial Group
Indiana
$755K -$141K -2,690 -16%
FPGK
1064
Financial Partners Group (Kansas)
Kansas
$754K -$82.6K -1,570 -10%
TPW
1065
TL Private Wealth
Texas
$754K -$6.13K -110 -0.8%
GMA
1066
Goldstein Munger & Associates
California
$754K
EGWAG
1067
Elwood & Goetz Wealth Advisory Group
Georgia
$752K -$42.9K -815 -5%
PFA
1068
Pinnacle Family Advisors
Missouri
$751K -$7.81M -148,475 -91%
AIM
1069
Anchor Investment Management
South Carolina
$749K
ARC
1070
Advisor Resource Council
Texas
$746K -$6.6K -125 -0.9%
PCM
1071
Pointe Capital Management
Michigan
$746K +$6.57K +125 +0.9%
PPP
1072
Private Portfolio Partners
New Jersey
$746K +$13.4K +255 +2%
SFP
1073
Shepherd Financial Partners
Massachusetts
$744K +$385K +7,300 +107%
CGPCS
1074
Capital Group Private Client Services
California
$743K +$743K +14,115 New
CPSC
1075
Carl P. Sherr & Co
Massachusetts
$742K