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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 %
SBIA
1301
Sheaff Brock Investment Advisors
Indiana
$350K +$350K +6,720 New
AWA
1302
Alta Wealth Advisors
Massachusetts
$348K +$260 +5 +0.1%
LWCFA
1303
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$346K -$35.1K -675 -9%
AWM
1304
Affinity Wealth Management
Delaware
$345K
MTC
1305
McDaniel Terry & Co
Texas
$345K
ACI
1306
Alpha Cubed Investments
California
$342K -$19.5K -375 -5%
BWP
1307
Bernardo Wealth Planning
Pennsylvania
$341K -$781K -15,020 -70%
GCA
1308
Gradient Capital Advisors
California
$339K
PTC
1309
Philadelphia Trust Company
Pennsylvania
$337K -$156K -3,000 -32%
CCA
1310
Column Capital Advisors
Indiana
$333K -$3.13K -60 -0.9%
SIA
1311
SkyView Investment Advisors
New Jersey
$333K
MFP
1312
Meridian Financial Partners
Virginia
$331K
HA
1313
Harborview Advisors
Maine
$330K -$57.3K -1,100 -15%
CA
1314
CapWealth Advisors
Tennessee
$329K
RF
1315
Rollins Financial
Georgia
$328K +$261 +5 +0.1%
PCM
1316
Prelude Capital Management
New York
$327K +$327K +6,285 New
TCM
1317
Teza Capital Management
Illinois
$327K +$327K +6,285 New
JFS
1318
JD Financial Services
Pennsylvania
$326K -$47.9K -920 -13%
BCP
1319
Berkeley Capital Partners
Georgia
$326K -$33.1K -635 -9%
AIC
1320
Archer Investment Corporation
Indiana
$325K
NHC
1321
Nicholas Hoffman & Company
Georgia
$323K -$27.4K -525 -8%
GDP
1322
Great Diamond Partners
Maine
$323K
COF
1323
Capital One Financial
Virginia
$321K -$50.9K -980 -14%
EFSCE
1324
Enterprise Financial Services Corp (EFSC)
Missouri
$320K
GCA
1325
Greenwood Capital Associates
South Carolina
$319K -$39.8K -765 -11%