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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.

New
Increased
Maintained
Reduced
Closed
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 %
Luther King Capital Management (LKCM)
1276
Luther King Capital Management (LKCM)
Texas
$411K -$688K
GSAM
1277
Grant Street Asset Management
Pennsylvania
$408K -$10.2M -194,315 -96%
LCM
1278
LVM Capital Management
Michigan
$408K -$26.3K -500 -6%
LAIC
1279
Lederer & Associates Investment Counsel
California
$408K
BRA
1280
Biechele Royce Advisors
Indiana
$406K +$406K +7,715 New
OR
1281
Olympiad Research
Connecticut
$405K -$677K -12,875 -63%
AFAS
1282
Acorn Financial Advisory Services
Virginia
$405K -$22.9K -435 -5%
KAH
1283
Kathryn A. Hall
$405K
PFBT
1284
Parkside Financial Bank & Trust
Missouri
$401K
H
1285
HoyleCohen
California
$401K +$12.9K +245 +3%
PTC
1286
Philadelphia Trust Company
Pennsylvania
$401K +$60.5K +1,150 +18%
SVCP
1287
Silicon Valley Capital Partners
California
$397K +$1.32K +25 +0.3%
GWM
1288
GSB Wealth Management
Connecticut
$395K -$201K -3,820 -34%
SFG
1289
Sowa Financial Group
Rhode Island
$394K +$139K +2,635 +54%
HCM
1290
Hollencrest Capital Management
California
$393K
BWM
1291
BCS Wealth Management
Tennessee
$393K +$4.21K +80 +1%
IWA
1292
Intercontinental Wealth Advisors
Texas
$392K
WFA
1293
Wells Financial Advisors
Massachusetts
$391K -$169K -3,205 -30%
WA
1294
Wealth Architects
California
$387K -$82.6K -1,570 -18%
FBC
1295
Fairfield, Bush & Co
Connecticut
$385K -$112K -2,125 -22%
GLA
1296
Great Lakes Advisors
Illinois
$383K -$51.3K -975 -12%
AWS
1297
AJ Wealth Strategies
New York
$380K
SC
1298
SouthState Corp
Florida
$380K +$137K +2,605 +56%
ZCM
1299
Ziegler Capital Management
Illinois
$378K -$289K -5,490 -43%
JPMIA
1300
J.P. Marvel Investment Advisors
Massachusetts
$378K