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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 %
MFA
1676
Morling Financial Advisors
California
$90K -$678 -15 -0.7%
SC
1677
Siena Capital
Ohio
$90K
CMBA
1678
C.M. Bidwell & Associates
Hawaii
$90K
BCM
1679
Bourgeon Capital Management
Connecticut
$90K
LB
1680
Legacy Bridge
Iowa
$90K
KFP
1681
KB Financial Partners
New Jersey
$90K
RMC
1682
Resources Management Corp
Connecticut
$89K
MRCM
1683
M&R Capital Management
New Jersey
$84K
HWA
1684
Heritage Wealth Advisors
Virginia
$84K +$46.4K +1,025 +123%
BCMLT
1685
Beacon Capital Management LLC (Tennessee)
Tennessee
$82K
SN
1686
Sittner & Nelson
Oregon
$80K
KFS
1687
Kelly Financial Services
Massachusetts
$79.8K -$17.9K -395 -18%
AWM
1688
AllSquare Wealth Management
New York
$78K -$3.38K -75 -4%
BW
1689
Bison Wealth
Georgia
$72K -$91.2K -2,015 -56%
WB
1690
West Bancorporation
Iowa
$70K
APW
1691
Axim Planning & Wealth
Ohio
$70K +$70K +1,555 New
LFG
1692
Larson Financial Group
Missouri
$66K +$43.5K +960 +194%
LWP
1693
Lumature Wealth Partners
Georgia
$65K -$11.7K -260 -15%
BCV
1694
Banque Cantonale Vaudoise
Switzerland
$64K
LFA
1695
Level Financial Advisors
New York
$64K +$34.2K +750 +115%
EBA
1696
Eagle Bay Advisors
New York
$63.1K -$343K -7,590 -84%
DCM
1697
Dupont Capital Management
Delaware
$61K -$10.4K -230 -15%
AP
1698
Atwood & Palmer
Missouri
$61K
MWA
1699
Moser Wealth Advisors
Washington
$58K
WOC
1700
West Oak Capital
California
$58K