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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 %
PWLP
176
Prio Wealth Limited Partnership
Massachusetts
$31.8M +$470K +8,935 +2%
BFA
177
Beaumont Financial Advisors
Massachusetts
$31.7M -$559K -10,615 -2%
AWM
178
AE Wealth Management
Kansas
$30.7M +$2.86M +54,360 +10%
PFM
179
Parsec Financial Management
North Carolina
$30.6M -$4.94M -85,315 -14%
NEPPG
180
New England Professional Planning Group
Rhode Island
$30.3M +$439K +7,870 +1%
CFIA
181
Cantor Fitzgerald Investment Advisors
New York
$30.1M -$288K -5,470 -0.9%
Citigroup
182
Citigroup
New York
$30M -$6.82M -129,535 -19%
JIC
183
Johnson Investment Counsel
Ohio
$29.9M -$261K -4,955 -0.9%
WSFS
184
Wilmington Savings Fund Society
Delaware
$29.6M -$527K -10,020 -2%
AWE
185
Avidian Wealth Enterprises
Texas
$29.4M +$1.43M +27,135 +5%
RC
186
RegentAtlantic Capital
New Jersey
$29.3M +$2.73M +51,945 +10%
RCA
187
Resonant Capital Advisors
Wisconsin
$29.2M +$873K +16,590 +3%
MFG
188
Magnus Financial Group
New York
$29.1M +$1.74M +33,055 +6%
HG
189
Harbor Group
New Hampshire
$29M +$171K +3,255 +0.6%
WTC
190
WhitTier Trust Company
Nevada
$29M +$1.45M +27,650 +5%
AIC
191
Ameritas Investment Company
Nebraska
$28.7M +$25.1M +476,655 +686%
Thrivent Financial for Lutherans
192
Thrivent Financial for Lutherans
Minnesota
$28.2M -$41.6M -791,230 -60%
EH
193
Equitable Holdings
New York
$28.2M +$2.24M +42,625 +9%
GW
194
GW & Wade
Massachusetts
$28M +$292K +5,550 +1%
ETS
195
ESL Trust Services
New York
$28M -$664K -12,625 -2%
AFA
196
American Financial Advisors
Georgia
$27.5M -$672K -12,780 -2%
DADC
197
D.A. Davidson & Co
Montana
$27.2M +$178K +3,390 +0.7%
CIBC Private Wealth Group
198
CIBC Private Wealth Group
Georgia
$27M -$885K -16,815 -3%
SL
199
Salomon & Ludwin
Virginia
$26.3M +$705K +13,400 +3%
I
200
INVST
Indiana
$26.3M +$1.39M +26,365 +6%