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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 %
CPSAC
1376
Chas P. Smith & Associates (CPS)
Florida
$282K +$46.3K +890 +20%
GA
1377
Geller Advisors
New York
$281K -$416K -8,000 -60%
SSWM
1378
Smith Salley Wealth Management
North Carolina
$279K +$279K +5,355 New
NAM
1379
North American Management
Massachusetts
$279K
PG
1380
Proffitt & Goodson
Tennessee
$278K -$17.7K -340 -6%
CIC
1381
Cutler Investment Counsel
Oregon
$278K
B
1382
Bellecapital
Switzerland
$273K
IRAG
1383
Investment Research & Advisory Group
Georgia
$273K
CDH
1384
Charles D. Hyman
$273K +$7.55K +145 +3%
Fisher Asset Management
1385
Fisher Asset Management
Washington
$272K -$303K -5,830 -53%
PD
1386
Planning Directions
Pennsylvania
$272K -$17.4K -335 -6%
DBIA
1387
Dumont & Blake Investment Advisors
New Jersey
$269K
TC
1388
Trust Company
Kansas
$266K
PIA
1389
Powell Investment Advisors
Florida
$266K +$49.1K +945 +23%
AL
1390
Aspiriant LLC
California
$265K -$12K -230 -4%
AA
1391
Aufman Associates
Pennsylvania
$265K
PVH
1392
Psagot Value Holdings
Israel
$264K
SSC
1393
Syverson Strege & Co
Iowa
$262K -$16.2K -310 -6%
NAMP
1394
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$262K
BAAM
1395
Baker Avenue Asset Management
California
$262K +$262K +5,040 New
PWM
1396
Praetorian Wealth Management
California
$261K
EBSAM
1397
Eubel Brady & Suttman Asset Management
Ohio
$260K +$260K +4,990 New
MFW
1398
Mosaic Family Wealth
Missouri
$259K
KF
1399
Krilogy Financial
Missouri
$258K +$779 +15 +0.3%
MPW
1400
Monterey Private Wealth
California
$256K -$549 -10 -0.2%