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iShares Core S&P Mid-Cap ETF

1,634 hedge funds and large institutions have $44.6B invested in iShares Core S&P Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 718 increasing their positions, 552 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,634
Holders Change
+3
Holders Change %
+0.18%
% of All Funds
28.7%
Holding in Top 10
276
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-3.5%
% of All Funds
4.85%
New
87
Increased
718
Reduced
552
Closed
56
Calls
$211M
Puts
$6.06M
Net Calls
+$205M
Net Calls Change
+$214M
Name Holding Trade Value Shares
Change
Shares
Change %
HW
151
Hancock Whitney
Mississippi
$39.4M +$2.86M +54,390 +8%
FCAS
152
First Command Advisory Services
Texas
$38.5M +$333K +6,325 +0.9%
CPIG
153
Chicago Partners Investment Group
Illinois
$38.3M -$297K -5,150 -0.8%
FSC
154
Full Sail Capital
Oklahoma
$37.7M +$5.56M +105,660 +17%
SAS
155
Sanford Advisory Services
Michigan
$37.6M +$4.48M +85,150 +14%
Fiera Capital (Canada)
156
Fiera Capital (Canada)
Quebec, Canada
$37.2M +$653K +12,420 +2%
CIA
157
Capital Investment Advisors
Georgia
$37.1M -$279K -5,310 -0.7%
SAF
158
Smith Anglin Financial
Texas
$36.6M -$54.7K -1,040 -0.1%
PSUF
159
People's United Financial
Connecticut
$36.5M -$91.3K -1,735 -0.2%
W
160
Wealthquest
Ohio
$36.1M -$500K -9,510 -1%
SFG
161
Sage Financial Group
Pennsylvania
$36M +$2.34M +44,400 +7%
RWM
162
RKL Wealth Management
Pennsylvania
$35.1M +$824K +15,665 +2%
JWA
163
JFS Wealth Advisors
Pennsylvania
$35M +$15.5M +294,825 +80%
T
164
TrueFG
Texas
$34.9M +$2.05M +36,865 +6%
GBT
165
Grove Bank & Trust
Florida
$34.8M +$883K +16,780 +3%
EWM
166
Evermay Wealth Management
Virginia
$34.5M +$1.07M +20,400 +3%
CG
167
Colony Group
Massachusetts
$34.4M +$1.71M +32,535 +5%
BWA
168
BDO Wealth Advisors
Florida
$34.2M +$1.35M +25,710 +4%
WAS
169
Wealth Advisory Solutions
Indiana
$34.2M +$4.52M +85,950 +15%
SFS
170
Summit Financial Strategies
Ohio
$33.6M +$758K +14,400 +2%
COPPSERS
171
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$33.5M -$14.8M -280,645 -31%
WPA
172
West Paces Advisors
Georgia
$33.2M +$712K +13,525 +2%
TF
173
TimeScale Financial
Massachusetts
$33.1M +$207K +3,935 +0.6%
ZB
174
Zions Bancorporation
Utah
$32.6M +$2.9M +55,045 +10%
CAN
175
Cetera Advisor Networks
California
$31.9M +$949K +18,040 +3%