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iShares Core S&P Mid-Cap ETF

1,833 hedge funds and large institutions have $47.8B invested in iShares Core S&P Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 836 increasing their positions, 621 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,833
Holders Change
-24
Holders Change %
-1.29%
% of All Funds
29.01%
Holding in Top 10
315
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.64%
% of All Funds
4.98%
New
102
Increased
836
Reduced
621
Closed
102
Calls
$67.8M
Puts
$33.9M
Net Calls
+$33.9M
Net Calls Change
-$5.8M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
1551
Schnieders Capital Management
California
$291K
CPSAC
1552
Chas P. Smith & Associates (CPS)
Florida
$291K +$14.2K +265 +5%
GA
1553
Geller Advisors
New York
$290K
DCM
1554
Donaldson Capital Management
Indiana
$288K -$14.2K -265 -5%
MWA
1555
Monograph Wealth Advisors
California
$287K
SWM
1556
Segment Wealth Management
Texas
$287K
FP
1557
Financial Perspectives
Minnesota
$286K -$7.25K -135 -2%
JC
1558
JB Capital
Connecticut
$286K +$1.07K +20 +0.4%
VWA
1559
Visionary Wealth Advisors
Illinois
$286K +$1.88K +35 +0.7%
SBL
1560
Sargent Bickham Lagudis
Colorado
$284K -$20.2K -375 -7%
EC
1561
Estate Counselors
Wisconsin
$283K -$33.5K -625 -11%
LWM
1562
Laidlaw Wealth Management
New York
$283K +$12.6K +235 +5%
B
1563
Bellecapital
Switzerland
$282K
CDH
1564
Charles D. Hyman
$281K
PFG
1565
PAX Financial Group
Texas
$280K +$12.6K +235 +5%
RTS
1566
Round Table Services
New Jersey
$279K +$279K +5,205 New
CDIA
1567
Capital Directions Investment Advisors
Georgia
$277K -$11.3K -210 -4%
ACA
1568
Affinity Capital Advisors
California
$277K +$537 +10 +0.2%
KP
1569
Keel Point
Alabama
$276K -$4.56K -85 -2%
CAM
1570
Crestone Asset Management
Colorado
$276K
TC
1571
Trust Company
Kansas
$274K
First Manhattan
1572
First Manhattan
New York
$274K +$64.5K +1,200 +31%
PIA
1573
Powell Investment Advisors
Florida
$273K +$536 +10 +0.2%
LWCFA
1574
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$272K
AA
1575
Aufman Associates
Pennsylvania
$271K