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iShares Core S&P Mid-Cap ETF

1,611 hedge funds and large institutions have $44.2B invested in iShares Core S&P Mid-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 585 increasing their positions, 669 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,611
Holders Change
+34
Holders Change %
+2.16%
% of All Funds
28.37%
Holding in Top 10
294
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+7.69%
% of All Funds
5.18%
New
114
Increased
585
Reduced
669
Closed
58
Calls
$30.8M
Puts
$39.3M
Net Calls
-$8.44M
Net Calls Change
-$35.3M
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
1151
Marquette Asset Management
Minnesota
$564K
GWM
1152
GSB Wealth Management
Connecticut
$564K +$564K +10,840 New
ESB
1153
Essex Savings Bank
Connecticut
$563K +$81K +1,625 +17%
FA
1154
FDx Advisors
Illinois
$560K -$11.4K -220 -2%
ACM
1155
Advisors Capital Management
New Jersey
$560K +$242K +4,645 +76%
SLG
1156
Stanley-Laman Group
Pennsylvania
$555K -$75.7K -1,455 -12%
KIG
1157
Kowal Investment Group
Wisconsin
$550K +$287K +5,510 +109%
BFA
1158
Bragg Financial Advisors
North Carolina
$548K
EC
1159
Estate Counselors
Wisconsin
$547K
LC
1160
Lincoln Capital
Nebraska
$546K +$34.1K +655 +7%
FB
1161
First Bancorp
Maine
$542K +$542K +10,415 New
1WA
1162
180 Wealth Advisors
Washington
$539K +$5.11K +95 +1%
MCM
1163
Maple Capital Management
Vermont
$537K -$260K -5,000 -33%
BFA
1164
Bluestem Financial Advisors
Illinois
$535K +$260 +5 +0%
TB
1165
Terril Brothers
Missouri
$534K
EL
1166
EQ LLC
Washington
$532K -$87.1K -1,675 -14%
NG
1167
NWK Group
California
$531K +$17.4K +335 +3%
CP
1168
Capital Planning
Washington
$530K -$4.16K -80 -0.8%
FI
1169
Financial Insights
Washington
$529K
JLBC
1170
J.L. Bainbridge & Co
Florida
$525K
BWP
1171
Baldwin Wealth Partners
Massachusetts
$524K +$31.8K +610 +6%
DCM
1172
Dimension Capital Management
Florida
$523K
MSFS
1173
Main Street Financial Solutions
Pennsylvania
$518K -$6.25K -120 -1%
GLA
1174
Great Lakes Advisors
Illinois
$518K -$521 -10 -0.1%
SAM
1175
SP Asset Management
California
$517K -$176K -3,220 -25%