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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 %
RBC
1526
Roble Belko & Company
Pennsylvania
$69K
PSB
1527
Piscataqua Savings Bank
New Hampshire
$69K +$69K +1,320 New
BWM
1528
Baystate Wealth Management
Massachusetts
$68K -$321K -6,135 -83%
MWA
1529
Moser Wealth Advisors
Washington
$66K
AWM
1530
Accel Wealth Management
Iowa
$65K -$4.14K -80 -6%
DAM
1531
Delta Asset Management
Tennessee
$65K
RFA
1532
Reilly Financial Advisors
California
$63K
FFC
1533
First Financial Corp
Indiana
$61K -$9.12K -175 -13%
PP
1534
PrairieView Partners
Minnesota
$61K
FA
1535
Faithward Advisors
Pennsylvania
$59K +$59K +1,125 New
SCA
1536
Stonebridge Capital Advisors
Minnesota
$59K +$59K +1,130 New
SFA
1537
Stewardship Financial Advisors
Georgia
$58K -$19.6K -375 -25%
First Trust Advisors
1538
First Trust Advisors
Illinois
$56K -$12.4K -30,960 -18%
SFMG
1539
Sage Financial Management Group
Virginia
$56K +$56K +1,070 New
FPB
1540
First PREMIER Bank
South Dakota
$52K
LB
1541
Legacy Bridge
Iowa
$52K
TCM
1542
Tradewinds Capital Management
Washington
$52K +$33.4K +635 +179%
MF
1543
Manchester Financial
California
$48K
MCM
1544
Manchester Capital Management
Vermont
$47K -$24.7K -475 -34%
IBOK
1545
Independence Bank of Kentucky
Kentucky
$47K
CCM
1546
Cribstone Capital Management
Maine
$46K +$5.26K +100 +13%
SWA
1547
Sutton Wealth Advisors
Florida
$43.2K
PWM
1548
Prentice Wealth Management
New York
$43K +$43K +820 New
LAS
1549
Lloyd Advisory Services
Georgia
$42K -$10.2M -194,670 -100%
SMA
1550
Sage Mountain Advisors
Georgia
$40K