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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 %
HWM
1226
Hohimer Wealth Management
Washington
$457K +$99.5K +1,910 +28%
LCM
1227
LVM Capital Management
Michigan
$456K -$33K -635 -7%
TTWM
1228
TCV Trust & Wealth Management
Virginia
$456K -$6.51K -125 -1%
CAM
1229
Carret Asset Management
New York
$456K -$5.2K -100 -1%
DSAM
1230
Dock Street Asset Management
Florida
$452K -$63.8K -1,225 -12%
SMG
1231
Spectrum Management Group
Indiana
$451K -$283K -5,440 -39%
FA
1232
Fountainhead AM
New Jersey
$451K +$40.4K +775 +10%
TI
1233
Trexquant Investment
Connecticut
$451K +$451K +8,665 New
OCM
1234
One Capital Management
California
$448K -$54.1K -1,040 -11%
VC
1235
Veracity Capital
Georgia
$448K +$448K +8,590 New
IFWM
1236
Institute for Wealth Management
Colorado
$446K -$554K -10,630 -55%
MIC
1237
Meridian Investment Counsel
California
$446K
HFAS
1238
Hummer Financial Advisory Services
Illinois
$440K
SRC
1239
Sage Rhino Capital
California
$437K
FNWM
1240
Financial Network Wealth Management
Utah
$436K -$45.8K -880 -10%
SAM
1241
Summit Asset Management
Tennessee
$436K
EWM
1242
Empirical Wealth Management
Washington
$435K -$31.7K -610 -7%
SHA
1243
Seneca House Advisors
Virginia
$430K -$91K -1,750 -17%
SAM
1244
Strategy Asset Managers
California
$430K -$54.4K -1,045 -11%
AFAS
1245
Acorn Financial Advisory Services
Virginia
$429K -$3.4K -65 -0.8%
PGIM
1246
Pacific Global Investment Management
California
$429K
NPP
1247
New Potomac Partners
Maryland
$428K +$9.12K +175 +2%
GWM
1248
Gray Wealth Management
Maine
$426K -$8.07K -155 -2%
AFP
1249
Ausdal Financial Partners
Iowa
$425K +$28.4K +545 +7%
JPG
1250
Jordan Park Group
California
$424K