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iShares Core S&P Mid-Cap ETF

1,631 hedge funds and large institutions have $45.8B invested in iShares Core S&P Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 697 increasing their positions, 590 reducing their positions, and 60 closing their positions.

Holders
1,631
Holders Change
+20
Holders Change %
+1.24%
% of All Funds
28.47%
Holding in Top 10
286
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.72%
% of All Funds
4.99%
New
103
Increased
697
Reduced
590
Closed
60
Calls
$28.6M
Puts
$37.8M
Net Calls
-$9.19M
Net Calls Change
-$743K
Name Holding Trade Value Shares
Change
Shares
Change %
OAM
101
Oppenheimer Asset Management
New York
$61M +$2.21M +41,090 +4%
CCFCSB
102
Cape Cod Five Cents Savings Bank
Massachusetts
$61M -$853K -15,880 -1%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$59.9M +$1.24M +23,095 +2%
PAG
104
Private Advisor Group
New Jersey
$59.9M -$1.33M -24,755 -2%
LFS
105
Lutz Financial Services
Nebraska
$58.8M +$1.7M +31,695 +3%
CWM
106
Connecticut Wealth Management
Connecticut
$58M +$58M +1,079,265 New
PA
107
Planning Alternatives
Michigan
$58M +$2.93M +54,465 +5%
SIA
108
Soltis Investment Advisors
Utah
$57.8M +$3.45M +64,265 +6%
SPIA
109
Steward Partners Investment Advisory
New York
$57.6M -$2.87M -53,375 -5%
FWM
110
FFT Wealth Management
Pennsylvania
$56.9M -$1.05M -19,475 -2%
M&T Bank
111
M&T Bank
New York
$56.3M -$652K -12,130 -1%
CWM
112
Cahaba Wealth Management
Georgia
$55.7M -$3.53M -65,350 -6%
SOMRS
113
State of Michigan Retirement System
Michigan
$55M +$1.8M +33,550 +3%
VFA
114
Voya Financial Advisors
Connecticut
$54.6M +$5.12M +95,200 +10%
Bank of Nova Scotia
115
Bank of Nova Scotia
Ontario, Canada
$54.4M -$1.76M -32,765 -3%
TFO
116
Tarbox Family Office
California
$54.2M -$400K -7,445 -0.7%
DWM
117
Destination Wealth Management
California
$52.7M -$856K -15,925 -2%
Treasurer of the State of North Carolina
118
Treasurer of the State of North Carolina
North Carolina
$52.6M +$51.6M +959,945 +5,063%
BP
119
Ballentine Partners
Massachusetts
$52.5M -$283K -5,265 -0.5%
AWA
120
Alaska Wealth Advisors
Alaska
$52.4M -$626K -11,655 -1%
Cetera Investment Advisers
121
Cetera Investment Advisers
Illinois
$50.8M +$598K +11,135 +1%
FHB
122
First Hawaiian Bank
Hawaii
$50.8M +$449K +8,350 +0.9%
HSBC Holdings
123
HSBC Holdings
United Kingdom
$50.3M -$829K -15,430 -2%
CCWA
124
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$50M -$87.9K -1,635 -0.2%
CPO
125
Cerity Partners OCIO
New York
$49.8M +$1.01M +18,760 +2%