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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 %
SWP
126
Stratos Wealth Partners
Ohio
$40.8M +$337K +7,450 +0.8%
BSB
127
Bangor Savings Bank
Maine
$40.7M +$20.1K +445 +0%
AF
128
Arrow Financial
New York
$40.3M +$5.76M +127,335 +17%
JFA
129
JNBA Financial Advisors
Minnesota
$40.1M +$222K +4,910 +0.6%
HSBC Holdings
130
HSBC Holdings
United Kingdom
$39.9M -$485K -10,720 -1%
SIA
131
Soltis Investment Advisors
Utah
$38.7M -$10.8M -239,440 -22%
Charles Schwab
132
Charles Schwab
California
$38.4M +$328K +7,245 +0.9%
CAN
133
Cetera Advisor Networks
California
$38M +$2.21M +48,800 +6%
HW
134
Hancock Whitney
Mississippi
$37.9M +$133K +2,950 +0.4%
GIM
135
Goelzer Investment Management
Indiana
$37.9M +$1.01M +22,345 +3%
HFS
136
HBC Financial Services
Washington
$36.1M -$88.2K -1,900 -0.2%
FCAS
137
First Command Advisory Services
Texas
$36M +$86.4K +1,910 +0.2%
CFG
138
CKW Financial Group
Hawaii
$35.9M +$8.02K +175 +0%
CPIG
139
Chicago Partners Investment Group
Illinois
$35.8M +$1.01M +20,215 +3%
LP
140
LGL Partners
Pennsylvania
$35.6M +$198K +4,375 +0.6%
BOS
141
Bank of Stockton
California
$35M -$124K -2,750 -0.4%
SFG
142
Sage Financial Group
Pennsylvania
$35M +$381K +8,425 +1%
SAF
143
Smith Anglin Financial
Texas
$34.6M -$315K -6,955 -0.9%
CPO
144
Cerity Partners OCIO
New York
$34.5M -$4.51M -99,605 -12%
SPIA
145
Steward Partners Investment Advisory
New York
$34.4M -$13.7M -302,150 -28%
FBFS
146
First Business Financial Services
Wisconsin
$34.3M -$736K -16,260 -2%
RWM
147
RKL Wealth Management
Pennsylvania
$34.1M +$841K +18,585 +3%
RC
148
RegentAtlantic Capital
New Jersey
$34.1M +$2.43M +53,670 +8%
Lazard Asset Management
149
Lazard Asset Management
New York
$33.8M -$442K -9,775 -1%
WAP
150
Wealthcare Advisory Partners
Pennsylvania
$33.6M -$982K -21,700 -3%