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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 %
CP
1801
Castleview Partners
Texas
$11K -$1.81M -33,760 -99%
DWA
1802
Delos Wealth Advisors
Texas
$11K
SFG
1803
Steward Financial Group
Texas
$11K
TWP
1804
TFO Wealth Partners
Ohio
$10K
KA
1805
Kozak & Associates
Colorado
$9K
BBPWM
1806
Blue Bell Private Wealth Management
Pennsylvania
$9K
M1FG
1807
Mach-1 Financial Group
Arkansas
$9K
TWA
1808
TCI Wealth Advisors
Arizona
$8K -$15.5K -290 -66%
AC
1809
Asio Capital
Kentucky
$8K -$8.83K -160 -52%
PAIM
1810
Punch & Associates Investment Management
Minnesota
$8K
BHWM
1811
Bay Harbor Wealth Management
Maryland
$8K +$8K +140 New
SLWA
1812
San Luis Wealth Advisors
California
$8K +$8K +150 New
TAM
1813
Tucker Asset Management
Colorado
$7.51K +$3.49K +65 +87%
CP
1814
Corbenic Partners
Pennsylvania
$7K -$36.3K -700 -84%
SIS
1815
Sound Income Strategies
Florida
$6K -$26.2K -480 -81%
WWP
1816
WR Wealth Planners
Missouri
$5.69K +$5.69K +105 New
AAP
1817
Arax Advisory Partners
Colorado
$5K -$102K -1,940 -95%
HFA
1818
HC Financial Advisors
California
$5K
CFN
1819
Cordasco Financial Network
Florida
$5K
LWP
1820
Laurel Wealth Planning
Minnesota
$5K +$5K +90 New
LWA
1821
Lowe Wealth Advisors
Maryland
$4K
CAM
1822
Close Asset Management
United Kingdom
$4K
TVWM
1823
Tower View Wealth Management
Wisconsin
$4K
NDSI
1824
Newman Dignan & Sheerar Inc
Rhode Island
$3.56K +$18 +335 +0.5%
PWM
1825
Provident Wealth Management
Tennessee
$2K