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iShares Core S&P Mid-Cap ETF

1,788 hedge funds and large institutions have $40.5B invested in iShares Core S&P Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 772 increasing their positions, 660 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,788
Holders Change
-45
Holders Change %
-2.45%
% of All Funds
30.23%
Holding in Top 10
308
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.22%
% of All Funds
5.21%
New
92
Increased
772
Reduced
660
Closed
113
Calls
$14.7M
Puts
$7.33M
Net Calls
+$7.37M
Net Calls Change
-$26.5M
Name Holding Trade Value Shares
Change
Shares
Change %
MIC
1376
Meridian Investment Counsel
California
$380K
SRC
1377
Sage Rhino Capital
California
$380K
SAM
1378
Summit Asset Management
Tennessee
$379K
M
1379
MOTCO
Texas
$379K +$9.29K +205 +3%
HC
1380
Hoese & Co
Minnesota
$378K -$35.1K -775 -8%
HWM
1381
Howard Wealth Management
Connecticut
$374K -$127K -2,800 -25%
EWM
1382
Executive Wealth Management
Michigan
$374K +$16.1K +355 +4%
PGIM
1383
Pacific Global Investment Management
California
$373K
BST
1384
Bath Savings Trust
Maine
$372K -$9.05K -200 -2%
BFA
1385
Bill Few Associates
Pennsylvania
$371K -$15.6K -345 -4%
PWS
1386
Peterson Wealth Services
Utah
$370K +$60.6K +1,340 +20%
WPP
1387
Whalerock Point Partners
Rhode Island
$369K
JPG
1388
Jordan Park Group
California
$369K
CAM
1389
Concorde Asset Management
Michigan
$367K -$28.7K -635 -7%
MAC
1390
Mason & Associates (California)
California
$367K -$1.36K -30 -0.4%
BTI
1391
Blue Trust Inc
Georgia
$367K +$367K +6,830 New
First Manhattan
1392
First Manhattan
New York
$365K +$135K +2,985 +59%
WMA
1393
Wealth Management Associates
New Jersey
$365K
OBWG
1394
Onyx Bridge Wealth Group
New York
$364K -$18.9K -395 -5%
SRC
1395
Shufro Rose & Co
New York
$364K
SC
1396
Sinecera Capital
Texas
$363K
GWM
1397
Greenwich Wealth Management
Connecticut
$363K
MAM
1398
Meeder Asset Management
Ohio
$362K -$337K -7,450 -48%
RFWA
1399
RPg Family Wealth Advisory
Massachusetts
$361K
MCA
1400
Martin Capital Advisors
Texas
$361K