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iShares Core S&P Mid-Cap ETF

1,634 hedge funds and large institutions have $44.6B invested in iShares Core S&P Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 718 increasing their positions, 552 reducing their positions, and 56 closing their positions.

Holders
1,634
Holders Change
+3
Holders Change %
+0.18%
% of All Funds
28.7%
Holding in Top 10
276
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-3.5%
% of All Funds
4.85%
New
87
Increased
718
Reduced
552
Closed
56
Calls
$211M
Puts
$6.06M
Net Calls
+$205M
Net Calls Change
+$214M
Name Holding Trade Value Shares
Change
Shares
Change %
LF
101
Lee Financial
Texas
$61.1M +$25.3K +480 +0%
CCFCSB
102
Cape Cod Five Cents Savings Bank
Massachusetts
$60.7M +$1.02M +19,330 +2%
CWM
103
Connecticut Wealth Management
Connecticut
$60.3M +$3.54M +67,245 +6%
MAM
104
Madison Asset Management
Wisconsin
$59.8M -$2.82M -53,535 -4%
SOMRS
105
State of Michigan Retirement System
Michigan
$59.8M +$6M +114,000 +11%
LFS
106
Lutz Financial Services
Nebraska
$59.2M +$1.63M +31,065 +3%
PA
107
Planning Alternatives
Michigan
$57.9M +$1.16M +22,125 +2%
VFA
108
Voya Financial Advisors
Connecticut
$57.3M +$2.94M +55,045 +5%
FWM
109
FFT Wealth Management
Pennsylvania
$56.3M +$609K +11,570 +1%
SPIA
110
Steward Partners Investment Advisory
New York
$56.2M -$203K -3,850 -0.4%
CWM
111
Cahaba Wealth Management
Georgia
$56M +$1.65M +31,300 +3%
SIA
112
Soltis Investment Advisors
Utah
$55.4M -$1.13M -21,530 -2%
Bank of Nova Scotia
113
Bank of Nova Scotia
Ontario, Canada
$54.4M +$1.15M +21,790 +2%
FHA
114
First Horizon Advisors
Tennessee
$54M +$12.4M +234,740 +30%
TFO
115
Tarbox Family Office
California
$53.7M +$696K +13,220 +1%
M&T Bank
116
M&T Bank
New York
$53.6M -$1.43M -27,190 -3%
KAS
117
Kestra Advisory Services
Texas
$52.3M +$7.67M +145,735 +17%
DWM
118
Destination Wealth Management
California
$52.2M +$615K +11,685 +1%
FHB
119
First Hawaiian Bank
Hawaii
$51.4M +$1.76M +33,405 +4%
AWA
120
Alaska Wealth Advisors
Alaska
$51.3M -$44.2K -840 -0.1%
Cetera Investment Advisers
121
Cetera Investment Advisers
Illinois
$50.9M +$1.16M +22,135 +2%
BP
122
Ballentine Partners
Massachusetts
$50.8M -$532K -10,120 -1%
CPO
123
Cerity Partners OCIO
New York
$50M +$1.31M +24,885 +3%
CCWA
124
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$49.8M +$830K +15,775 +2%
KA
125
Klingman & Associates
New York
$49.5M +$2.58M +49,050 +5%