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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 %
BTWM
1401
Baker Tilly Wealth Management
Wisconsin
$276K -$193K -3,675 -41%
B
1402
Bellecapital
Switzerland
$276K
CDH
1403
Charles D. Hyman
$276K
FM
1404
Foster & Motley
Ohio
$275K -$4.47K -85 -2%
TLFA
1405
True Link Financial Advisors
California
$275K
PD
1406
Planning Directions
Pennsylvania
$274K +$6.57K +125 +2%
KFI
1407
Key Financial Inc
Pennsylvania
$273K
IA
1408
Inspire Advisors
Idaho
$272K +$272K +5,170 New
CPSAC
1409
Chas P. Smith & Associates (CPS)
Florida
$271K -$7.9K -150 -3%
TC
1410
Trust Company
Kansas
$269K
PO
1411
Private Ocean
California
$269K +$51.6K +980 +24%
SAM
1412
Strategic Asset Management
Minnesota
$268K +$268K +4,970 New
JC
1413
JB Capital
Connecticut
$268K +$268K +5,085 New
LC
1414
Lavaca Capital
Texas
$267K
PIA
1415
Powell Investment Advisors
Florida
$266K
AA
1416
Aufman Associates
Pennsylvania
$265K -$2.89K -55 -1%
JWM
1417
JGP Wealth Management
Oregon
$265K +$265K +5,030 New
NAMP
1418
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$264K
SSC
1419
Syverson Strege & Co
Iowa
$264K
CPIA
1420
Cornell Pochily Investment Advisors
New York
$260K +$263 +5 +0.1%
DBIA
1421
Dumont & Blake Investment Advisors
New Jersey
$259K -$12.9K -245 -5%
PFG
1422
PAX Financial Group
Texas
$256K +$14K +265 +6%
WP
1423
WMS Partners
Maryland
$255K -$55.2K -1,050 -18%
AL
1424
Aspiriant LLC
California
$254K -$12.9K -245 -5%
MM
1425
Main Management
California
$254K