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iShares Core S&P Mid-Cap ETF

1,833 hedge funds and large institutions have $47.8B invested in iShares Core S&P Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 836 increasing their positions, 621 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,833
Holders Change
-24
Holders Change %
-1.29%
% of All Funds
29.01%
Holding in Top 10
315
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.64%
% of All Funds
4.98%
New
102
Increased
836
Reduced
621
Closed
102
Calls
$67.8M
Puts
$33.9M
Net Calls
+$33.9M
Net Calls Change
-$5.8M
Name Holding Trade Value Shares
Change
Shares
Change %
STA
1401
Summit Trail Advisors
New York
$436K -$1.82M -33,885 -81%
FANJ
1402
Financial Architects (New Jersey)
New Jersey
$435K -$5.37K -100 -1%
HWMA
1403
Heritage Wealth Management (Arizona)
Arizona
$433K +$433K +8,070 New
WMA
1404
Wealth Management Associates
New Jersey
$433K -$1.34K -25 -0.3%
GWM
1405
Greenwich Wealth Management
Connecticut
$431K -$75.2K -1,400 -15%
LIA
1406
LS Investment Advisors
Michigan
$431K
SRC
1407
Shufro Rose & Co
New York
$431K +$131K +2,435 +43%
SC
1408
Sinecera Capital
Texas
$430K +$536 +10 +0.1%
MCA
1409
Martin Capital Advisors
Texas
$428K
FDCDDQ
1410
Federation des caisses Desjardins du Quebec
Quebec, Canada
$428K -$12.7M -236,420 -97%
RFWA
1411
RPg Family Wealth Advisory
Massachusetts
$428K
BFG
1412
Berger Financial Group
Minnesota
$426K -$2.41K -45 -0.6%
EWM
1413
Executive Wealth Management
Michigan
$424K -$55.2K -1,030 -12%
LCM
1414
LVM Capital Management
Michigan
$424K
GSIS
1415
Global Strategic Investment Solutions
Arizona
$422K
FRA
1416
Frank Rimerman Advisors
California
$419K
DP
1417
DDD Partners
Washington
$417K +$269 +5 +0.1%
LAIC
1418
Lederer & Associates Investment Counsel
California
$416K
WIP
1419
WealthCare Investment Partners
Rhode Island
$416K +$35.8K +680 +9%
FNB
1420
Farmers National Bank
Kentucky
$416K +$21.2K +395 +5%
ICM
1421
IMS Capital Management
Oregon
$415K +$4.02K +75 +1%
BCA
1422
Bay Colony Advisors
Massachusetts
$414K -$14.7K -275 -3%
KAH
1423
Kathryn A. Hall
$413K
AFAS
1424
Acorn Financial Advisory Services
Virginia
$411K
PCG
1425
Prosperity Consulting Group
Maryland
$409K