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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 %
TFM
1701
TFC Financial Management
Massachusetts
$57K
RAM
1702
Riggs Asset Management
Pennsylvania
$54K
CWA
1703
Clearview Wealth Advisors
Oregon
$50K -$21K -460 -30%
SCA
1704
Stonebridge Capital Advisors
Minnesota
$49K
FFA
1705
Fairfield Financial Advisors
Massachusetts
$49K +$226 +5 +0.5%
BCM
1706
Blume Capital Management
California
$48K -$6.31K -140 -12%
CBT
1707
CoreFirst Bank & Trust
Kansas
$46K
PP
1708
PrairieView Partners
Minnesota
$44K
ACA
1709
Atlas Capital Advisors
Wyoming
$42.3K
ACM
1710
Antonetti Capital Management
Florida
$40K
BSWA
1711
Bromfield Sneider Wealth Advisors
Massachusetts
$36K +$228 +5 +0.6%
SWA
1712
Sutton Wealth Advisors
Florida
$35.5K
SMA
1713
Sage Mountain Advisors
Georgia
$35K -$71.4K -1,560 -67%
BAM
1714
Bellevue Asset Management
Washington
$34K
IBOK
1715
Independence Bank of Kentucky
Kentucky
$34K
CAM
1716
Costello Asset Management
Pennsylvania
$34K
IRC
1717
Investors Research Corp
Georgia
$30K -$73.3K -1,625 -71%
LPWM
1718
Lake Point Wealth Management
Texas
$29K
RCM
1719
Rain Capital Management
Oregon
$29K
KFO
1720
Kopp Family Office
Minnesota
$28K
Bank Julius Baer & Co
1721
Bank Julius Baer & Co
Switzerland
$28K +$28K +610 New
CICI
1722
Capital Investment Counsel Inc
North Carolina
$26K
ST
1723
Sageworth Trust
Pennsylvania
$26K
BAM
1724
Byrne Asset Management
New Jersey
$25K
EA
1725
Evolution Advisers
Virginia
$25K