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iShares Core S&P Mid-Cap ETF

1,611 hedge funds and large institutions have $44.2B invested in iShares Core S&P Mid-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 585 increasing their positions, 669 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,611
Holders Change
+34
Holders Change %
+2.16%
% of All Funds
28.37%
Holding in Top 10
294
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+7.69%
% of All Funds
5.18%
New
114
Increased
585
Reduced
669
Closed
58
Calls
$30.8M
Puts
$39.3M
Net Calls
-$8.44M
Net Calls Change
-$35.3M
Name Holding Trade Value Shares
Change
Shares
Change %
FRA
1476
Front Row Advisors
California
$163K
AWG
1477
Altus Wealth Group
Colorado
$162K +$24.2K +445 +18%
BCV
1478
Banque Cantonale Vaudoise
Switzerland
$159K +$88.4K +1,695 +125%
HDIM
1479
Hanson & Doremus Investment Management
Vermont
$157K
MHR
1480
Matthew Hamilton Rosenberg
$156K
LWP
1481
Lumature Wealth Partners
Georgia
$153K -$44.8K -860 -23%
SC
1482
Steph & Co
Wisconsin
$153K
TCM
1483
TD Capital Management
Tennessee
$152K +$519 +10 +0.3%
SIM
1484
Sonora Investment Management
Arizona
$151K
CI
1485
Cordant Inc
Oregon
$149K -$18.2K -350 -11%
LWM
1486
Liberty Wealth Management
California
$147K
IWP
1487
IAG Wealth Partners
Wisconsin
$145K -$164K -3,145 -53%
APWM
1488
Atlas Private Wealth Management
New York
$143K -$6.24K -120 -4%
PAI
1489
Pittenger & Anderson Inc
Nebraska
$143K +$78K +1,500 +120%
SL
1490
Savior LLC
Massachusetts
$141K
RMC
1491
Resources Management Corp
Connecticut
$135K +$93.8K +1,800 +228%
FM
1492
Family Management
New York
$133K
RWG
1493
Regal Wealth Group
California
$127K +$260 +5 +0.2%
SA
1494
SRH Advisors
Kansas
$125K
JHCP
1495
Jackson Hole Capital Partners
Oklahoma
$125K +$1.82K +35 +1%
GI
1496
Gradient Investments
Minnesota
$121K -$24.1K -465 -17%
PWMG
1497
Prestige Wealth Management Group
New Jersey
$117K -$14.3K -275 -11%
MWP
1498
Meridian Wealth Partners
Pennsylvania
$116K
FA
1499
Financial Advantage
Maryland
$115K
AssetMark Inc
1500
AssetMark Inc
California
$115K +$61.3K +1,175 +114%