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iShares Core S&P Mid-Cap ETF

1,833 hedge funds and large institutions have $47.8B invested in iShares Core S&P Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 836 increasing their positions, 621 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,833
Holders Change
-24
Holders Change %
-1.29%
% of All Funds
29.01%
Holding in Top 10
315
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.64%
% of All Funds
4.98%
New
102
Increased
836
Reduced
621
Closed
102
Calls
$67.8M
Puts
$33.9M
Net Calls
+$33.9M
Net Calls Change
-$5.8M
Name Holding Trade Value Shares
Change
Shares
Change %
MRCM
1726
M&R Capital Management
New Jersey
$100K
AWM
1727
AllSquare Wealth Management
New York
$97K
SN
1728
Sittner & Nelson
Oregon
$95K +$22.3K +415 +31%
LWP
1729
Lumature Wealth Partners
Georgia
$91K -$18.7K -350 -17%
ADL
1730
Asset Dedication LLC
California
$90K
RBC
1731
Roble Belko & Company
Pennsylvania
$85K +$13.7K +255 +19%
DCM
1732
Dupont Capital Management
Delaware
$85K +$33.7K +625 +66%
CWA
1733
Clearview Wealth Advisors
Oregon
$84K
WB
1734
West Bancorporation
Iowa
$83K -$31.4K -585 -27%
BCMLT
1735
Beacon Capital Management LLC (Tennessee)
Tennessee
$82K +$82K +1,535 New
AW
1736
Avion Wealth
Texas
$77K
BCV
1737
Banque Cantonale Vaudoise
Switzerland
$75K -$13.9K -260 -16%
AP
1738
Atwood & Palmer
Missouri
$72K
SWM
1739
Selective Wealth Management
Virginia
$69K +$69K +1,280 New
WOC
1740
West Oak Capital
California
$68K -$7.2K -135 -10%
MWA
1741
Moser Wealth Advisors
Washington
$68K
TFM
1742
TFC Financial Management
Massachusetts
$67K +$267 +5 +0.4%
BCM
1743
Blume Capital Management
California
$65K -$10.8K -200 -14%
RAM
1744
Riggs Asset Management
Pennsylvania
$64K -$32K -600 -33%
FFA
1745
Fairfield Financial Advisors
Massachusetts
$58K +$58K +1,080 New
SCA
1746
Stonebridge Capital Advisors
Minnesota
$58K -$15.9K -295 -22%
ACB
1747
Aristotle Capital Boston
Massachusetts
$56K -$88.3K -1,655 -61%
CBT
1748
CoreFirst Bank & Trust
Kansas
$55K
FCT
1749
First Community Trust
Iowa
$54K
MFG
1750
Monumental Financial Group
Maryland
$54K +$54K +1,000 New