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iShares Core S&P Mid-Cap ETF

1,611 hedge funds and large institutions have $44.2B invested in iShares Core S&P Mid-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 585 increasing their positions, 669 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,611
Holders Change
+34
Holders Change %
+2.16%
% of All Funds
28.37%
Holding in Top 10
294
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+7.69%
% of All Funds
5.18%
New
114
Increased
585
Reduced
669
Closed
58
Calls
$30.8M
Puts
$39.3M
Net Calls
-$8.44M
Net Calls Change
-$35.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CAI
151
Capital Advisors Inc
Oklahoma
$37.6M +$14.4M +275,975 +62%
Fiera Capital (Canada)
152
Fiera Capital (Canada)
Quebec, Canada
$37.5M +$2.88M +55,265 +8%
HW
153
Hancock Whitney
Mississippi
$37.5M +$1.17M +22,395 +3%
CIA
154
Capital Investment Advisors
Georgia
$37.1M -$337K -6,480 -0.9%
PSUF
155
People's United Financial
Connecticut
$37.1M -$543K -10,425 -1%
CPIG
156
Chicago Partners Investment Group
Illinois
$36.8M +$940K +17,090 +3%
HF
157
HRT Financial
New York
$35.7M +$35.7M +685,145 New
1832 Asset Management
158
1832 Asset Management
Ontario, Canada
$35.1M -$3.69M -70,600 -10%
PFM
159
Parsec Financial Management
North Carolina
$35.1M +$6.97M +133,925 +25%
CG
160
Colony Group
Massachusetts
$34.5M -$3.08M -59,165 -8%
DCM
161
Dupont Capital Management
Delaware
$34.5M -$3.81M -73,240 -10%
SAF
162
Smith Anglin Financial
Texas
$34M +$22.8M +437,930 +203%
SWM
163
Spire Wealth Management
Virginia
$33.8M +$33.8M +651,595 New
RWM
164
RKL Wealth Management
Pennsylvania
$33.4M -$319K -6,125 -0.9%
AWM
165
AE Wealth Management
Kansas
$33.1M -$25.9M -498,110 -44%
EWM
166
Evermay Wealth Management
Virginia
$32.9M +$1.5M +28,810 +5%
RMDI
167
R.M. Davis Inc
Maine
$32.9M +$920K +17,670 +3%
GBT
168
Grove Bank & Trust
Florida
$32.8M +$848K +16,285 +3%
SAS
169
Sanford Advisory Services
Michigan
$32.1M +$20.2M +387,705 +170%
BFA
170
Beaumont Financial Advisors
Massachusetts
$32M +$58.3K +1,120 +0.2%
TF
171
TimeScale Financial
Massachusetts
$31.9M -$923K -17,725 -3%
BWA
172
BDO Wealth Advisors
Florida
$31.6M +$1.36M +26,175 +5%
SFG
173
Sage Financial Group
Pennsylvania
$31.5M +$1.49M +28,530 +5%
WPA
174
West Paces Advisors
Georgia
$30.7M +$2.58M +49,600 +9%
PWLP
175
Prio Wealth Limited Partnership
Massachusetts
$30.6M +$631K +12,130 +2%