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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 %
AP
1551
Atwood & Palmer
Missouri
$71K
SN
1552
Sittner & Nelson
Oregon
$71K
PSB
1553
Piscataqua Savings Bank
New Hampshire
$69K
BCM
1554
Blume Capital Management
California
$67K
MWA
1555
Moser Wealth Advisors
Washington
$67K
SCA
1556
Stonebridge Capital Advisors
Minnesota
$66K -$58.9K -1,120 -47%
AWM
1557
Accel Wealth Management
Iowa
$66K
TFM
1558
TFC Financial Management
Massachusetts
$66K +$31.8K +600 +93%
VCM
1559
Versant Capital Management
Arizona
$57K +$55.7K +1,055 +4,220%
DCM
1560
Dupont Capital Management
Delaware
$55K -$30.1M -572,330 -100%
CI
1561
CX Institutional
Indiana
$55K -$93.7K -1,780 -63%
CBT
1562
CoreFirst Bank & Trust
Kansas
$54K +$54K +1,025 New
FFC
1563
First Financial Corp
Indiana
$51K
PP
1564
PrairieView Partners
Minnesota
$51K
DAM
1565
Delta Asset Management
Tennessee
$50K
ACM
1566
Antonetti Capital Management
Florida
$46K +$46K +875 New
SWA
1567
Sutton Wealth Advisors
Florida
$44.2K
IBOK
1568
Independence Bank of Kentucky
Kentucky
$43K -$7.7K -145 -15%
PWM
1569
Prentice Wealth Management
New York
$43K
LAS
1570
Lloyd Advisory Services
Georgia
$43K +$262 +5 +0.6%
BAM
1571
Bellevue Asset Management
Washington
$40K
KFO
1572
Kopp Family Office
Minnesota
$39K
ADL
1573
Asset Dedication LLC
California
$35K
RCM
1574
Rain Capital Management
Oregon
$33K
LPWM
1575
Lake Point Wealth Management
Texas
$33K