IJH icon

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 %
SFS
176
Summit Financial Strategies
Ohio
$33.9M -$107K -1,995 -0.3%
CPIG
177
Chicago Partners Investment Group
Illinois
$33.1M +$875K +18,305 +3%
PWLP
178
Prio Wealth Limited Partnership
Massachusetts
$32.9M +$441K +8,215 +1%
ECG
179
Edge Capital Group
Georgia
$32.8M +$29.4M +547,105 +845%
FWM
180
FFT Wealth Management
Pennsylvania
$32.4M -$24M -447,435 -43%
EH
181
Equitable Holdings
New York
$32.3M +$2.18M +40,705 +7%
PP
182
Pegasus Partners
Wisconsin
$32M +$754K +14,055 +2%
RWB
183
RMR Wealth Builders
New Jersey
$32M +$3.08M +57,370 +11%
Rockefeller Capital Management
184
Rockefeller Capital Management
New York
$31.3M -$624K -11,630 -2%
BFA
185
Beaumont Financial Advisors
Massachusetts
$31M -$678K -12,640 -2%
MFG
186
Magnus Financial Group
New York
$30.7M +$1.04M +19,315 +3%
NEPPG
187
New England Professional Planning Group
Rhode Island
$30.7M +$842K +15,585 +3%
DADC
188
D.A. Davidson & Co
Montana
$30.7M +$2.33M +43,375 +8%
Thrivent Financial for Lutherans
189
Thrivent Financial for Lutherans
Minnesota
$30.6M -$40.2M -752,745 -57%
CG
190
Colony Group
Massachusetts
$30.5M -$351K -6,545 -1%
AWM
191
AE Wealth Management
Kansas
$30.5M -$891K -16,600 -3%
ZB
192
Zions Bancorporation
Utah
$30.5M -$2.05M -38,165 -6%
RCA
193
Resonant Capital Advisors
Wisconsin
$29.9M -$1.37M -25,285 -4%
JIC
194
Johnson Investment Counsel
Ohio
$29.9M -$389K -7,240 -1%
GW
195
GW & Wade
Massachusetts
$29.9M +$1.06M +19,710 +4%
AAS
196
Ameritas Advisory Services
Nebraska
$29.9M +$335K +6,240 +1%
HG
197
Harbor Group
New Hampshire
$29.8M +$121K +2,250 +0.4%
PSUF
198
People's United Financial
Connecticut
$29.7M -$3.94M -73,440 -12%
GL
199
Graypoint LLC
New York
$29.6M +$5.39M +100,350 +22%
QCG
200
Quadrant Capital Group
Ohio
$29.5M +$596K +11,105 +2%