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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 %
BWP
1226
Baldwin Wealth Partners
Massachusetts
$564K
GPC
1227
Garrison Point Capital
California
$564K +$1.81K +40 +0.3%
Schroder Investment Management Group
1228
Schroder Investment Management Group
United Kingdom
$560K
TIM
1229
Tortoise Investment Management
New York
$559K +$13.8K +305 +3%
SCA
1230
Sage Capital Advisors
South Dakota
$556K +$1.81K +40 +0.3%
SHA
1231
Seneca House Advisors
Virginia
$547K +$10.9K +240 +2%
NCM
1232
NCM Capital Management
New Jersey
$546K -$22.6K -500 -4%
SWM
1233
SFG Wealth Management
Maryland
$545K -$70.1K -1,550 -11%
BFA
1234
Bragg Financial Advisors
North Carolina
$543K
FFA
1235
First Foundation Advisors
California
$541K -$17.9K -395 -3%
LDB
1236
Lee, Danner & Bass
Tennessee
$540K -$34K -750 -6%
FH
1237
FWG Holdings
Florida
$539K -$4.38M -96,875 -89%
FHC
1238
First Heartland Consultants
Missouri
$539K +$35.5K +785 +7%
LSPW
1239
Lake Street Private Wealth
Illinois
$538K -$89.6K -1,980 -14%
HFS
1240
Howard Financial Services
Texas
$538K +$1.58K +35 +0.3%
ECM
1241
EagleClaw Capital Management
Massachusetts
$536K
NFG
1242
Nadler Financial Group
Illinois
$535K +$5.43K +120 +1%
ClearBridge Investments
1243
ClearBridge Investments
New York
$535K +$8.36K +185 +2%
MWM
1244
Maripau Wealth Management
Indiana
$532K -$52.6K -1,050 -9%
MSFS
1245
Main Street Financial Solutions
Pennsylvania
$532K +$226 +5 +0%
IA
1246
Insight Advisors
Pennsylvania
$530K -$21.6K -435 -4%
PL
1247
Plancorp LLC
Missouri
$527K +$54.1K +1,195 +11%
CCA
1248
Conservest Capital Advisors
Pennsylvania
$526K -$13.1K -290 -2%
OPWM
1249
Oxinas Partners Wealth Management
Indiana
$525K -$2.49K -55 -0.5%
Fisher Asset Management
1250
Fisher Asset Management
Washington
$523K -$524K -11,565 -50%