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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 %
AAP
1526
Arax Advisory Partners
Colorado
$106K
BCM
1527
Bourgeon Capital Management
Connecticut
$105K
NFSG
1528
Newbridge Financial Services Group
Florida
$105K +$31.8K +605 +44%
LB
1529
Legacy Bridge
Iowa
$105K +$52.5K +1,000 +100%
CMBA
1530
C.M. Bidwell & Associates
Hawaii
$104K
DCM
1531
Disciplina Capital Management
Tennessee
$104K -$7.89K -150 -7%
HWM
1532
Holloway Wealth Management
Florida
$103K -$105K
FWM
1533
Focused Wealth Management
New York
$100K -$1.32K -25 -1%
CYG
1534
Clean Yield Group
Vermont
$100K
TCWM
1535
Total Clarity Wealth Management
Illinois
$100K +$100K +1,900 New
CW
1536
Cabot-Wellington
Massachusetts
$99K
MRCM
1537
M&R Capital Management
New Jersey
$98K
RAM
1538
Riggs Asset Management
Pennsylvania
$95K
AWM
1539
AllSquare Wealth Management
New York
$95K
KC
1540
Knuff & Co
California
$94K
BCV
1541
Banque Cantonale Vaudoise
Switzerland
$88K -$44.3K -835 -33%
HIM
1542
HawsGoodwin Investment Management
Tennessee
$88K
EAM
1543
Eukles Asset Management
Ohio
$85K +$1.32K +25 +2%
WOC
1544
West Oak Capital
California
$82K
CWA
1545
Clearview Wealth Advisors
Oregon
$82K
CPC
1546
Consolidated Planning Corp
Georgia
$78K +$78K +1,475 New
RBC
1547
Roble Belko & Company
Pennsylvania
$77K +$7.36K +140 +11%
AW
1548
Avion Wealth
Texas
$76K
RFA
1549
Reilly Financial Advisors
California
$73K +$9.72K +185 +15%
FPB
1550
First PREMIER Bank
South Dakota
$72K -$52.4K -1,000 -42%