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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 %
LC
1126
Lincoln Capital
Nebraska
$942K +$185K +3,455 +25%
FA
1127
FDx Advisors
Illinois
$941K +$1.88K +35 +0.2%
ICP
1128
Interchange Capital Partners
Pennsylvania
$941K +$18.2K +340 +2%
BA
1129
Bridge Advisory
California
$939K +$189K +3,515 +25%
GDP
1130
Great Diamond Partners
Maine
$929K +$500K +9,315 +116%
MBTD
1131
Mechanics Bank - Trust Department
California
$928K +$26.8K +500 +3%
OAM
1132
Occidental Asset Management
California
$927K +$27.6K +515 +3%
GA
1133
Greenspring Advisors
Maryland
$922K -$37.5K -700 -4%
LWANC
1134
Laurel Wealth Advisors (North Carolina)
North Carolina
$922K +$181K +3,365 +24%
WJWM
1135
Williams Jones Wealth Management
New York
$921K
JAFL
1136
Jay A. Fishman Ltd
Michigan
$915K
BC
1137
Bowman & Company
Wisconsin
$914K +$26.6K +495 +3%
EWA
1138
EverSource Wealth Advisors
Alabama
$913K +$250K +4,655 +38%
CCA
1139
Clearwater Capital Advisors
Illinois
$910K -$805 -15 -0.1%
CBFP
1140
Cedar Brook Financial Partners
Ohio
$905K -$60.1K -1,120 -6%
IWS
1141
Insight Wealth Strategies
California
$904K +$1.88K +35 +0.2%
BWM
1142
Birchcreek Wealth Management
Ohio
$904K +$89.4K +1,665 +11%
TA
1143
TFG Advisers
Michigan
$901K -$12.6K -235 -1%
DIA
1144
Dana Investment Advisors
Wisconsin
$900K
CCA
1145
Cobblestone Capital Advisors
New York
$897K -$21.5K -400 -2%
IAG
1146
Investment Advisory Group
Massachusetts
$893K -$20.1K -375 -2%
MAS
1147
Madden Advisory Services
Florida
$893K
PIP
1148
Peachtree Investment Partners
Florida
$886K -$27.1K -505 -3%
WCFA
1149
Walkner Condon Financial Advisors
Wisconsin
$884K +$274K +5,110 +45%
HBWM
1150
Hollow Brook Wealth Management
New York
$877K