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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 %
LOPW
1476
Live Oak Private Wealth
North Carolina
$294K -$33K -730 -10%
RJTCONH
1477
Raymond James Trust Company of New Hampshire
New Hampshire
$293K -$2.94K -65 -1%
STC
1478
Sarah T. Connolly
$293K
MCM
1479
Mattern Capital Management
Colorado
$292K +$4.3K +95 +1%
SVCP
1480
Silicon Valley Capital Partners
California
$291K +$904 +20 +0.3%
SIA
1481
SkyView Investment Advisors
New Jersey
$290K +$1.81K +40 +0.6%
FCAG
1482
First Capital Advisors Group
New Jersey
$290K +$290K +6,400 New
BWP
1483
Bernardo Wealth Planning
Pennsylvania
$289K -$7.69K -170 -3%
ACM
1484
Advance Capital Management
Michigan
$287K -$453 -10 -0.2%
BCP
1485
Berkeley Capital Partners
Georgia
$287K +$4.52K +100 +2%
KA
1486
Kovack Advisors
Florida
$286K -$9.05K -200 -3%
JPMIA
1487
J.P. Marvel Investment Advisors
Massachusetts
$285K -$40.1K -885 -12%
AWM
1488
Affinity Wealth Management
Delaware
$285K
LIA
1489
LS Investment Advisors
Michigan
$284K -$79.1K -1,750 -22%
AWM
1490
Avaii Wealth Management
Wisconsin
$284K -$12.7K -280 -4%
PFBT
1491
Parkside Financial Bank & Trust
Missouri
$284K
FPCP
1492
Fort Point Capital Partners
California
$283K
AIA
1493
Avalon Investment & Advisory
Texas
$282K
QCM
1494
Quantinno Capital Management
New York
$282K +$282K +6,240 New
MAM
1495
Mystic Asset Management
Rhode Island
$281K
KC
1496
Kingfisher Capital
North Carolina
$280K +$904 +20 +0.3%
RTS
1497
Round Table Services
New Jersey
$280K +$44.4K +980 +19%
GCA
1498
Gradient Capital Advisors
California
$278K
GWM
1499
Gray Wealth Management
Maine
$276K -$14K -310 -5%
4WM
1500
4J Wealth Management
Virginia
$276K