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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 %
SCM
1401
Schnieders Capital Management
California
$360K +$115K +2,540 +47%
FNB
1402
Farmers National Bank
Kentucky
$360K +$9.05K +200 +3%
STA
1403
Summit Trail Advisors
New York
$359K -$7.68K -170 -2%
FGG
1404
Financial Guidance Group
Florida
$359K +$54.3K +1,200 +18%
AL
1405
ADE LLC
Maryland
$358K +$95.8K +2,115 +37%
WFA
1406
Wells Financial Advisors
Massachusetts
$357K -$18.8K -415 -5%
NRI
1407
NFP Retirement Inc
California
$356K +$62.3K +1,375 +21%
GSIS
1408
Global Strategic Investment Solutions
Arizona
$356K +$226 +5 +0.1%
AWM
1409
Accurate Wealth Management
Florida
$356K +$172K +3,710 +94%
TI
1410
Trexquant Investment
Connecticut
$355K +$355K +7,845 New
FRA
1411
Frank Rimerman Advisors
California
$353K
LAIC
1412
Lederer & Associates Investment Counsel
California
$351K
DP
1413
DDD Partners
Washington
$351K
ICM
1414
IMS Capital Management
Oregon
$350K
GKWIM
1415
Gerber Kawasaki Wealth & Investment Management
California
$349K +$139K +4,285 +66%
KAH
1416
Kathryn A. Hall
$348K
MCM
1417
Maple Capital Management
Vermont
$346K -$110K -2,435 -24%
PCG
1418
Prosperity Consulting Group
Maryland
$346K +$905 +20 +0.3%
SPI
1419
Sutton Place Investors
New York
$344K
VWM
1420
Venturi Wealth Management
Texas
$343K +$343K +7,585 New
MIAS
1421
Mason Investment Advisory Services
Virginia
$343K -$33.7K -745 -9%
HCM
1422
Hollencrest Capital Management
California
$342K
FPB
1423
First PREMIER Bank
South Dakota
$342K +$302K +6,680 +763%
FDCDDQ
1424
Federation des caisses Desjardins du Quebec
Quebec, Canada
$339K -$21.5K -475 -6%
SAM
1425
Selway Asset Management
$339K +$339K +7,500 New