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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 %
CCA
1301
Column Capital Advisors
Indiana
$378K +$36.8K +700 +11%
GWM
1302
Gray Wealth Management
Maine
$377K -$53.6K -1,020 -12%
APWA
1303
Atlas Private Wealth Advisors
New Jersey
$377K -$25K -475 -6%
FWP
1304
Falcon Wealth Planning
California
$377K +$377K +7,165 New
AWM
1305
Affinity Wealth Management
Delaware
$376K
LWCFA
1306
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$375K
LOPW
1307
Live Oak Private Wealth
North Carolina
$374K +$6.84K +130 +2%
ICM
1308
IMS Capital Management
Oregon
$373K -$21.8K -415 -6%
MMA
1309
Miracle Mile Advisors
California
$373K +$8.41K +160 +2%
BFG
1310
Berger Financial Group
Minnesota
$370K
AIP
1311
ARS Investment Partners
New York
$368K
FFA
1312
Freedman Financial Associates
Massachusetts
$368K
GIA
1313
Goodwin Investment Advisory
Georgia
$367K +$793 +15 +0.2%
AWA
1314
Alta Wealth Advisors
Massachusetts
$362K +$7.9K +150 +2%
PCM
1315
Palisade Capital Management
New Jersey
$359K +$4.74K +90 +1%
Jane Street
1316
Jane Street
New York
$358K -$5.93M -112,735 -94%
LBD
1317
Landsberg Bennett & Dubbaneh
Florida
$358K +$38.5K +720 +12%
VCAM
1318
Van Cleef Asset Management
Ohio
$357K
MFW
1319
Mosaic Family Wealth
Missouri
$356K +$37.6K +715 +12%
OIA
1320
Optimum Investment Advisors
Illinois
$355K -$331K -6,285 -48%
ACM
1321
Allred Capital Management
Texas
$354K -$17.1K -325 -5%
GWM
1322
Greenhouse Wealth Management
Connecticut
$350K
CAMG
1323
CWA Asset Management Group
Florida
$349K
MTC
1324
McDaniel Terry & Co
Texas
$349K
PIA
1325
Perennial Investment Advisors
California
$349K +$36.5K +695 +12%