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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 %
TWA
1601
TCI Wealth Advisors
Arizona
$15K +$6.96K +130 +87%
VNA
1602
Valley National Advisers
Pennsylvania
$13K
BCMIO
1603
Beacon Capital Management Inc (Ohio)
Ohio
$13K +$13K +245 New
PWM
1604
Provident Wealth Management
Tennessee
$12K +$11.5K +220 +2,200%
SAI
1605
Systematic Alpha Investments
New Jersey
$11K
BL
1606
Balentine LLC
Georgia
$11K
CPWM
1607
Cypress Point Wealth Management
Texas
$11K
LDFR
1608
Lehman & Derafelo Financial Resources
Pennsylvania
$10K
TWP
1609
TFO Wealth Partners
Ohio
$10K
CG
1610
Cutler Group
California
$10K +$10K +195 New
SFPG
1611
Stonebridge Financial Planning Group
Florida
$9K
FBT
1612
First Bank & Trust
South Dakota
$8K +$8K +160 New
CP
1613
Corbenic Partners
Pennsylvania
$7K
DOA
1614
D'Orazio & Associates
Virginia
$7K +$7K +140 New
SL
1615
Savior LLC
Massachusetts
$6K -$135K -2,595 -96%
SIS
1616
Sound Income Strategies
Florida
$6K -$9K -165 -60%
CCP
1617
Clarkston Capital Partners
Michigan
$6K -$750 -15 -11%
TFA
1618
Toth Financial Advisory
Virginia
$6K -$818 -15 -12%
HFA
1619
HC Financial Advisors
California
$5K
ED
1620
Exane Derivatives
France
$4.47K
TAM
1621
Tucker Asset Management
Colorado
$4.18K
LWA
1622
Lowe Wealth Advisors
Maryland
$4K
TVWM
1623
Tower View Wealth Management
Wisconsin
$4K
CB
1624
CNB Bank
Pennsylvania
$4K
BBHC
1625
Brown Brothers Harriman & Co
New York
$3.77K -$19 -355 -0.5%