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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 %
BAM
1551
Bellevue Asset Management
Washington
$39K
KFO
1552
Kopp Family Office
Minnesota
$38K
SSWG
1553
Seven Springs Wealth Group
Tennessee
$38K
GAM
1554
Grandview Asset Management
Pennsylvania
$38K +$38K +735 New
SWP
1555
ShoreHaven Wealth Partners
New Jersey
$36K
TFM
1556
TFC Financial Management
Massachusetts
$34K
RCM
1557
Rain Capital Management
Oregon
$33K
ME
1558
McIlrath & Eck
Washington
$33K +$6.19K +120 +23%
JAWM
1559
J. Arnold Wealth Management
Ohio
$31K -$296K -5,545 -91%
ST
1560
Sageworth Trust
Pennsylvania
$30K
CICI
1561
Capital Investment Counsel Inc
North Carolina
$30K
PWA
1562
Phoenix Wealth Advisors
North Carolina
$30K
WAS
1563
Wealth Advisory Solutions
Indiana
$29K -$2.28K -44,110 -7%
RPCA
1564
Running Point Capital Advisors
California
$29K
HR
1565
Howe & Rusling
New York
$27K +$6.03K +115 +29%
LJHT
1566
Laurie J. Hall Trustee
$26K -$61.1K -1,175 -70%
GCM
1567
Gables Capital Management
Florida
$26K
CCMW
1568
Cypress Capital Management (Wyoming)
Wyoming
$24K
RE
1569
RBC Europe
United Kingdom
$23.7K
ACA
1570
Aptus Capital Advisors
Alabama
$23K +$6.01K +115 +35%
HI
1571
Hoey Investments
Pennsylvania
$23K +$23K +440 New
EW
1572
Emerson Wealth
Michigan
$22K +$22K +415 New
SFPG
1573
Stonebridge Financial Planning Group
Florida
$22K +$22K +420 New
MSFP
1574
Mark Sheptoff Financial Planning
Connecticut
$21K
LFG
1575
Larson Financial Group
Missouri
$21K