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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 %
RL
1676
Retireful LLC
Michigan
$203K +$203K +4,040 New
SC
1677
Stephens Consulting
Michigan
$201K +$8.32K +155 +4%
PTB
1678
Pioneer Trust Bank
Oregon
$201K
BWM
1679
BNC Wealth Management
Oregon
$201K +$537 +10 +0.3%
GI
1680
Gradient Investments
Minnesota
$200K +$35.9K +670 +22%
MIM
1681
MTM Investment Management
South Carolina
$197K +$11.8K +220 +6%
BW
1682
Bison Wealth
Georgia
$194K +$65.4K +1,215 +51%
SFCL
1683
Strengthening Families & Communities LLC
Massachusetts
$193K +$36K +670 +23%
JHCP
1684
Jackson Hole Capital Partners
Oklahoma
$192K -$6.16K -115 -3%
PCTC
1685
Perkins Coie Trust Company
Washington
$186K
AC
1686
AlphaCore Capital
California
$182K +$182K +3,390 New
JWM
1687
Janiczek Wealth Management
Colorado
$181K -$14.5K -270 -7%
PSB
1688
Piscataqua Savings Bank
New Hampshire
$174K +$62.7K +1,165 +56%
SMG
1689
Spectrum Management Group
Indiana
$173K -$2.96K -55 -2%
RWA
1690
RGT Wealth Advisors
Texas
$173K
MHR
1691
Matthew Hamilton Rosenberg
$171K +$10.7K +200 +7%
HDIM
1692
Hanson & Doremus Investment Management
Vermont
$162K
SC
1693
Steph & Co
Wisconsin
$161K +$6.71K +125 +4%
DCM
1694
Disciplina Capital Management
Tennessee
$157K
IAIM
1695
Industrial Alliance Investment Management
Quebec, Canada
$155K +$155K +2,880 New
CWP
1696
Concord Wealth Partners
Virginia
$154K +$8.87K +165 +6%
CI
1697
Cordant Inc
Oregon
$149K +$269 +5 +0.2%
FM
1698
Family Management
New York
$137K
AW
1699
Alaethes Wealth
Nevada
$133K
BDWM
1700
Brewin Dolphin Wealth Management
Ireland
$131K