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iShares Core S&P Mid-Cap ETF

1,631 hedge funds and large institutions have $45.8B invested in iShares Core S&P Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 697 increasing their positions, 590 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,631
Holders Change
+20
Holders Change %
+1.24%
% of All Funds
28.47%
Holding in Top 10
286
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.72%
% of All Funds
4.99%
New
103
Increased
697
Reduced
590
Closed
60
Calls
$28.6M
Puts
$37.8M
Net Calls
-$9.19M
Net Calls Change
-$743K
Name Holding Trade Value Shares
Change
Shares
Change %
FBFS
151
First Business Financial Services
Wisconsin
$40M +$991K +18,430 +3%
FCAS
152
First Command Advisory Services
Texas
$38.9M -$241K -4,485 -0.6%
CIA
153
Capital Investment Advisors
Georgia
$38.2M -$147K -2,730 -0.4%
Citigroup
154
Citigroup
New York
$37.6M -$3.76M -69,950 -9%
SAF
155
Smith Anglin Financial
Texas
$37.5M +$2.33M +43,410 +7%
W
156
Wealthquest
Ohio
$37.4M -$1.86M -34,675 -5%
PSUF
157
People's United Financial
Connecticut
$37.4M -$896K -16,665 -2%
Fiera Capital (Canada)
158
Fiera Capital (Canada)
Quebec, Canada
$37.3M -$1.4M -26,015 -4%
HW
159
Hancock Whitney
Mississippi
$37.3M -$1.39M -25,945 -4%
CPIG
160
Chicago Partners Investment Group
Illinois
$35.7M -$46.7K -875 -0.1%
AWC
161
Abundance Wealth Counselors
Pennsylvania
$35.6M -$4.04M -75,180 -10%
RMDI
162
R.M. Davis Inc
Maine
$35M +$1.05M +19,620 +3%
RWM
163
RKL Wealth Management
Pennsylvania
$35M +$526K +9,790 +2%
GBT
164
Grove Bank & Trust
Florida
$34.7M +$800K +14,885 +2%
SFG
165
Sage Financial Group
Pennsylvania
$34.4M +$1.92M +35,685 +6%
EWM
166
Evermay Wealth Management
Virginia
$34.2M +$231K +4,290 +0.7%
SAS
167
Sanford Advisory Services
Michigan
$33.8M +$700K +13,020 +2%
TF
168
TimeScale Financial
Massachusetts
$33.6M +$703K +13,085 +2%
BWA
169
BDO Wealth Advisors
Florida
$33.6M +$957K +17,805 +3%
SFS
170
Summit Financial Strategies
Ohio
$33.6M +$9.04M +168,170 +37%
CG
171
Colony Group
Massachusetts
$33.4M -$2.21M -41,110 -6%
WPA
172
West Paces Advisors
Georgia
$33.2M +$1.49M +27,640 +5%
PFM
173
Parsec Financial Management
North Carolina
$33M -$3.21M -59,695 -9%
BFA
174
Beaumont Financial Advisors
Massachusetts
$33M -$93.5K -1,740 -0.3%
FSC
175
Full Sail Capital
Oklahoma
$32.8M +$4.05M +75,265 +14%