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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 %
MHR
1651
Matthew Hamilton Rosenberg
$147K
PSB
1652
Piscataqua Savings Bank
New Hampshire
$146K
TCWM
1653
Total Clarity Wealth Management
Illinois
$145K +$145K +3,205 New
DCM
1654
Disciplina Capital Management
Tennessee
$140K +$7.92K +175 +6%
HDIM
1655
Hanson & Doremus Investment Management
Vermont
$137K
RWA
1656
RGT Wealth Advisors
Texas
$136K -$9.5K -210 -7%
MCM
1657
MV Capital Management
Maryland
$133K +$103K +2,275 +347%
CWP
1658
Concord Wealth Partners
Virginia
$132K +$1.82K +40 +1%
SC
1659
Steph & Co
Wisconsin
$131K -$4.28K -95 -3%
IAIM
1660
Industrial Alliance Investment Management
Quebec, Canada
$130K
SMG
1661
Spectrum Management Group
Indiana
$120K -$25.8K -570 -18%
IWP
1662
IAG Wealth Partners
Wisconsin
$119K +$12.7K +280 +12%
FM
1663
Family Management
New York
$116K
BDWM
1664
Brewin Dolphin Wealth Management
Ireland
$111K
SA
1665
SRH Advisors
Kansas
$109K
SFC
1666
SYM Financial Corp
Indiana
$105K +$10.8K +240 +12%
RIM
1667
Rockbridge Investment Management
New York
$98.4K -$1.42M -31,475 -94%
RBC
1668
Roble Belko & Company
Pennsylvania
$98K +$26.8K +595 +38%
BA
1669
Ballast Advisors
Minnesota
$97K
WB
1670
Webster Bank
Connecticut
$95K +$93.9K +2,075 +8,300%
PWMG
1671
Prestige Wealth Management Group
New Jersey
$94K
AWM
1672
Aspire Wealth Management
Massachusetts
$94K
WBC
1673
West Branch Capital
Massachusetts
$93K -$2.05K -45 -2%
EAM
1674
Eukles Asset Management
Ohio
$93K +$4.55K +100 +5%
AWM
1675
Angeles Wealth Management
California
$91K