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iShares Core S&P Mid-Cap ETF

1,788 hedge funds and large institutions have $40.5B invested in iShares Core S&P Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 772 increasing their positions, 660 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,788
Holders Change
-45
Holders Change %
-2.45%
% of All Funds
30.23%
Holding in Top 10
308
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.22%
% of All Funds
5.21%
New
92
Increased
772
Reduced
660
Closed
113
Calls
$14.7M
Puts
$7.33M
Net Calls
+$7.37M
Net Calls Change
-$26.5M
Name Holding Trade Value Shares
Change
Shares
Change %
HFS
1576
Heritage Financial Services
Massachusetts
$232K +$6.1K +135 +3%
LSA
1577
Lion Street Advisors
Texas
$231K -$558 -10 -0.2%
TC
1578
Trust Company
Kansas
$231K
GWSG
1579
GPS Wealth Strategies Group
Colorado
$231K +$18.1K +400 +8%
NW
1580
NewEdge Wealth
Pennsylvania
$231K +$231K +5,095 New
HWM
1581
Horizon Wealth Management
Illinois
$230K +$20.2K +445 +10%
WP
1582
WMS Partners
Maryland
$229K +$4.54K +100 +2%
AA
1583
Aufman Associates
Pennsylvania
$228K
WTA
1584
Washington Trust Advisors
Massachusetts
$228K
WFA
1585
WestHill Financial Advisors
California
$228K +$226 +5 +0.1%
NAMP
1586
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$227K
WIA
1587
World Investment Advisors
California
$227K +$3.75K +75 +2%
SF
1588
SBK Financial
Virginia
$226K -$66.2K -1,465 -23%
BAM
1589
Bosun Asset Management
Illinois
$226K
RWA
1590
Redmont Wealth Advisors
Illinois
$226K
TSW
1591
Thompson Siegel & Walmsley
Virginia
$223K
EP
1592
EPIQ Partners
Minnesota
$223K
DBIA
1593
Dumont & Blake Investment Advisors
New Jersey
$223K
JWM
1594
JFG Wealth Management
Colorado
$222K -$4.51K -100 -2%
SFP
1595
Sweet Financial Partners
Minnesota
$222K
MSCM
1596
McElhenny Sheffield Capital Management
Texas
$221K -$5.89K -130 -3%
KWM
1597
Keebeck Wealth Management
Illinois
$221K +$221K +4,885 New
VBWMG
1598
Von Berge Wealth Management Group
California
$220K
PO
1599
Private Ocean
California
$217K -$1.13K -25 -0.5%
SCA
1600
Sandy Cove Advisors
Massachusetts
$217K +$15.9K +350 +8%