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iShares Core S&P Mid-Cap ETF

1,788 hedge funds and large institutions have $40.5B invested in iShares Core S&P Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 772 increasing their positions, 660 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,788
Holders Change
-45
Holders Change %
-2.45%
% of All Funds
30.23%
Holding in Top 10
308
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.22%
% of All Funds
5.21%
New
92
Increased
772
Reduced
660
Closed
113
Calls
$14.7M
Puts
$7.33M
Net Calls
+$7.37M
Net Calls Change
-$26.5M
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
1126
GSB Wealth Management
Connecticut
$750K +$12.7K +280 +2%
RIA
1127
Realta Investment Advisors
Delaware
$747K -$132K -2,885 -15%
CCA
1128
Cobblestone Capital Advisors
New York
$745K -$11.3K -250 -1%
VAS
1129
Vestmark Advisory Solutions
Massachusetts
$742K +$23.1K +510 +3%
TIA
1130
Traphagen Investment Advisors
New Jersey
$741K +$11.5K +255 +2%
SPA
1131
Sentinel Pension Advisors
Massachusetts
$741K +$741K +16,375 New
TWM
1132
Titus Wealth Management
California
$740K +$7.47K +165 +1%
HBWM
1133
Hollow Brook Wealth Management
New York
$739K
PCM
1134
Pointe Capital Management
Michigan
$739K +$67.7K +1,495 +10%
AF
1135
Apexium Financial
Texas
$736K -$217K -4,790 -23%
SDWMA
1136
Schneider Downs Wealth Management Advisors
Pennsylvania
$733K +$79.9K +1,765 +12%
DWM
1137
Dakota Wealth Management
Florida
$732K +$252K +5,575 +53%
SHFA
1138
SC&H Financial Advisors
Maryland
$729K +$398K +8,790 +120%
EAM
1139
Evanson Asset Management
California
$727K -$402K -8,875 -36%
ICG
1140
InterOcean Capital Group
Tennessee
$726K +$61.1K +1,350 +9%
KSWA
1141
Kathleen S. Wright Associates
Pennsylvania
$724K +$99.5K +2,200 +16%
SIA
1142
SeaBridge Investment Advisors
New Jersey
$717K
OCM
1143
One Capital Management
California
$715K -$120K -2,660 -14%
AP
1144
Appleton Partners
Massachusetts
$714K +$19.7K +435 +3%
GWM
1145
GDS Wealth Management
Texas
$706K +$35.5K +785 +5%
NSIM
1146
North Star Investment Management
Illinois
$703K +$25.3K +560 +4%
CWM
1147
Calamos Wealth Management
Illinois
$701K +$45.2K +1,000 +7%
HWA
1148
Hilltop Wealth Advisors
North Carolina
$698K
ME
1149
McIlrath & Eck
Washington
$693K +$656K +14,490 +1,767%
Qube Research & Technologies (QRT)
1150
Qube Research & Technologies (QRT)
United Kingdom
$691K -$2.39M -52,925 -78%