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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 %
GMA
1176
Goldstein Munger & Associates
California
$648K
GPA
1177
Garrison Point Advisors
California
$645K
GP
1178
Girard Partners
Pennsylvania
$644K -$213K -4,720 -25%
IPW
1179
Intergy Private Wealth
Colorado
$644K -$25.3K -560 -4%
TFA
1180
Tranquilli Financial Advisor
New Jersey
$643K +$643K +14,205 New
CCMG
1181
Clark Capital Management Group
Pennsylvania
$642K -$1.91M -42,355 -75%
RSS
1182
Rosenblum Silverman Sutton
California
$641K +$2.04K +45 +0.3%
ARC
1183
Advisor Resource Council
Texas
$641K +$641K +14,160 New
H
1184
HoyleCohen
California
$638K +$421K +9,315 +195%
BI
1185
Ballast Inc
Kentucky
$636K -$28.3K -625 -4%
WSWA
1186
Warren Street Wealth Advisors
California
$633K -$16.7K -370 -3%
HA
1187
HFG Advisors
Ohio
$624K +$8.37K +185 +1%
CPSC
1188
Carl P. Sherr & Co
Massachusetts
$623K +$13.1K +290 +2%
HWM
1189
Hemington Wealth Management
Virginia
$622K -$250K -5,525 -29%
HFA
1190
High Falls Advisors
New York
$622K -$45.9K -1,015 -7%
BC
1191
Bowman & Company
Wisconsin
$620K -$150K -3,325 -20%
TPW
1192
TL Private Wealth
Texas
$618K +$685 +15 +0.1%
SWM
1193
Shelton Wealth Management
Texas
$618K +$9.5K +210 +2%
AT
1194
American Trust
Kentucky
$615K +$169K +3,740 +38%
BCA
1195
Bay Colony Advisors
Massachusetts
$614K +$227K +4,515 +58%
VAFP
1196
Vahanian & Associates Financial Planning
New York
$613K -$244K -5,390 -28%
FPWM
1197
FSB Premier Wealth Management
Iowa
$613K -$4.97K -110 -0.8%
GP
1198
Geneva Partners
Wisconsin
$612K -$721K -15,930 -54%
SAM
1199
Seelaus Asset Management
New Jersey
$612K +$4.97K +110 +0.8%
EIA
1200
Edgemoor Investment Advisors
Maryland
$609K +$22.6K +500 +4%