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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 %
HCM
1426
Hall Capital Management
Rhode Island
$254K +$1.05K +20 +0.4%
NP
1427
NorthRock Partners
Minnesota
$253K -$19K -360 -7%
TYCC
1428
Texas Yale Capital Corp
Florida
$250K
HIP
1429
HUB Investment Partners
Texas
$250K +$250K +4,755 New
ODCM
1430
Old Dominion Capital Management
Virginia
$249K
KP
1431
Keel Point
Alabama
$248K
CWS
1432
Cypress Wealth Services
California
$247K -$6.31K -120 -2%
RBFC
1433
Roman Butler Fullerton & Co
Missouri
$247K -$1.1K -20 -0.4%
MAG
1434
MRA Advisory Group
New Jersey
$246K -$46.8K -890 -16%
NB
1435
Nicolet Bankshares
Wisconsin
$245K
TAM
1436
Trillium Asset Management
Massachusetts
$244K +$244K +4,635 New
PWM
1437
Paulson Wealth Management
Illinois
$243K -$788 -15 -0.3%
AMC
1438
Asset Management Corp
Illinois
$243K
DJSG
1439
D.J. St. Germain
Massachusetts
$243K +$527 +10 +0.2%
EP
1440
EPIQ Partners
Minnesota
$241K -$11.1K -210 -4%
GIP
1441
Granite Investment Partners
California
$240K
RW
1442
REDW Wealth
New Mexico
$240K
NAMM
1443
NorthStar Asset Management (Massachusetts)
Massachusetts
$240K -$61.6K -1,170 -20%
OIS
1444
Okabena Investment Services
Minnesota
$239K -$991K -18,800 -81%
HFS
1445
Haverford Financial Services
Pennsylvania
$238K -$160K -3,050 -40%
MAP
1446
Moody Aldrich Partners
Massachusetts
$238K
EP
1447
Eudaimonia Partners
Tennessee
$238K +$12.9K +245 +6%
MAM
1448
McLean Asset Management
Virginia
$236K +$13.1K +235 +6%
VWA
1449
Visionary Wealth Advisors
Illinois
$236K +$14.2K +270 +6%
GC
1450
Gibson Capital
Pennsylvania
$236K +$21.6K +415 +10%