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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 %
PMFA
1101
Plante Moran Financial Advisors
Michigan
$1.02M -$381K -7,095 -27%
FLI
1102
Family Legacy Inc
South Carolina
$1.01M -$71.1K -1,325 -7%
TCM
1103
Tufton Capital Management
Maryland
$1.01M +$4.56K +85 +0.5%
CRCM
1104
Corbett Road Capital Management
Virginia
$1.01M +$57.7K +1,075 +6%
EWM
1105
Empirical Wealth Management
Washington
$1.01M -$130K -2,415 -11%
AAM
1106
Autus Asset Management
Arizona
$1.01M -$394K -7,350 -28%
AI
1107
Accredited Investors
Minnesota
$1.01M -$10.5K -195 -1%
AMBIA
1108
Allen Mooney & Barnes Investment Advisors
Georgia
$1M +$1M +18,720 New
WCAMG
1109
Woodard & Company Asset Management Group
North Carolina
$1M -$63K -1,175 -6%
JWBC
1110
John W. Brooker & Co
California
$1M +$1.61K +30 +0.2%
DSA
1111
Droms Strauss Advisors
Missouri
$1M
DBT
1112
Dubuque Bank & Trust
Iowa
$999K -$20.1K -375 -2%
WCG
1113
Weaver Consulting Group
California
$999K +$59K +1,100 +6%
WWM
1114
Wolff Wiese Magana
California
$998K +$58.5K +1,090 +6%
OCM
1115
One Capital Management
California
$991K -$13.1K -245 -1%
DACG
1116
Donor Advised Charitable Giving
California
$987K +$147K +2,745 +18%
CRI
1117
Colonial River Investments
Virginia
$981K -$34.9K -650 -3%
HCMT
1118
Highland Capital Management (Tennessee)
Tennessee
$979K
TW
1119
Transform Wealth
Colorado
$976K -$40K -745 -4%
CG
1120
Corundum Group
Colorado
$969K
RPGK
1121
Retirement Planning Group (Kansas)
Kansas
$957K -$54.8K -1,020 -5%
CI
1122
Cigna Investments
Connecticut
$955K -$979K -18,250 -51%
CFA
1123
CWS Financial Advisors
Michigan
$949K -$164K -3,055 -15%
PWP
1124
Principle Wealth Partners
Connecticut
$949K +$1.61K +30 +0.2%
NEWAS
1125
N.E.W. Advisory Services
Wisconsin
$943K +$457K +8,765 +94%