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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 %
MWM
1351
McNaughton Wealth Management
California
$317K
Toronto Dominion Bank
1352
Toronto Dominion Bank
Ontario, Canada
$315K
AFG
1353
Allegheny Financial Group
Pennsylvania
$314K -$8.69K -165 -3%
TFGT
1354
TS Financial Group (TSFG)
Illinois
$314K
DWM
1355
Doyle Wealth Management
Florida
$314K +$2.9K +55 +0.9%
AWA
1356
Arkadios Wealth Advisors
Georgia
$311K -$2.31M -43,970 -88%
RWM
1357
Ritholtz Wealth Management
New York
$311K -$9.19K -175 -3%
WAM
1358
WealthTrust Asset Management
Florida
$311K -$3.15K -60 -1%
HNW
1359
High Note Wealth
Minnesota
$311K
MCM
1360
Mattern Capital Management
Colorado
$311K +$30K +570 +11%
JC
1361
Jentner Corp
Ohio
$310K -$41.2K -785 -12%
FA
1362
Fermata Advisors
California
$310K +$310K +5,885 New
MPW
1363
Monterey Private Wealth
California
$309K +$60.7K +1,140 +24%
MWM
1364
Minot Wealth Management
Massachusetts
$307K +$22.3K +425 +8%
AIC
1365
Archer Investment Corporation
Indiana
$307K -$21.8K -415 -7%
EWP
1366
Engrave Wealth Partners
Texas
$306K -$15K -285 -5%
EHPM
1367
Emery Howard Portfolio Management
California
$306K
PIA
1368
Pinion Investment Advisors
Kansas
$305K
GAG
1369
GM Advisory Group
New York
$304K
WA
1370
Winfield Associates
Ohio
$303K +$303K +5,765 New
BSA
1371
Bull Street Advisors
Georgia
$302K
MWM
1372
Madison Wealth Management
Ohio
$302K +$103K +1,965 +52%
AWAG
1373
ARS Wealth Advisors Group
Florida
$302K +$302K +5,745 New
ACA
1374
Affinity Capital Advisors
California
$301K +$21K +400 +8%
BO
1375
Bank OZK
Arkansas
$300K -$132K -2,505 -31%