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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 %
DWA
1751
Delos Wealth Advisors
Texas
$9K
TWA
1752
TCI Wealth Advisors
Arizona
$9K +$2.08K +45 +30%
LDFR
1753
Lehman & Derafelo Financial Resources
Pennsylvania
$9K +$9K +190 New
FFC
1754
First Financial Corp
Indiana
$8K -$31.6K -730 -80%
M1FG
1755
Mach-1 Financial Group
Arkansas
$8K
BBPWM
1756
Blue Bell Private Wealth Management
Pennsylvania
$8K
CMP
1757
Coston McIsaac & Partners
Maine
$8K +$8K +170 New
VCM
1758
Versant Capital Management
Arizona
$8K +$8K +180 New
SIS
1759
Sound Income Strategies
Florida
$7K +$2.19K +50 +45%
PAIM
1760
Punch & Associates Investment Management
Minnesota
$6K
CP
1761
Corbenic Partners
Pennsylvania
$6K
TAM
1762
Tucker Asset Management
Colorado
$5.66K -$679 -15 -11%
TFA
1763
Toth Financial Advisory
Virginia
$5K -$11.4K -250 -69%
IA
1764
IFS Advisors
Kansas
$4K -$6.67K -175 -63%
KA
1765
Kozak & Associates
Colorado
$4K -$4K -90 -50%
AAP
1766
Arax Advisory Partners
Colorado
$4K
CFN
1767
Cordasco Financial Network
Florida
$4K
HFA
1768
HC Financial Advisors
California
$4K
VCM
1769
Vigilant Capital Management
Maine
$3K -$78.2K -1,825 -96%
LWA
1770
Lowe Wealth Advisors
Maryland
$3K
TVWM
1771
Tower View Wealth Management
Wisconsin
$3K
ONST
1772
Old North State Trust
North Carolina
$1.3K
BRWM
1773
B. Riley Wealth Management
Tennessee
$1.03K +$477 +10,550 +86%
WAM
1774
Worth Asset Management
Texas
$1K -$17.8K -445 -95%
CCM
1775
Cribstone Capital Management
Maine
$1K