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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 %
Mercer Global Advisors
176
Mercer Global Advisors
Colorado
$28.5M -$591K -13,060 -2%
SL
177
Salomon & Ludwin
Virginia
$28.4M +$4.3M +95,115 +18%
AWE
178
Avidian Wealth Enterprises
Texas
$28.2M -$954K -21,095 -3%
Rafferty Asset Management
179
Rafferty Asset Management
New York
$28.1M -$12.5M -277,220 -31%
PWLP
180
Prio Wealth Limited Partnership
Massachusetts
$28M +$292K +6,445 +1%
MWM
181
Modera Wealth Management
New Jersey
$27.8M -$4.12M -91,055 -13%
FWM
182
FFT Wealth Management
Pennsylvania
$26.9M -$345K -7,620 -1%
MFG
183
Magnus Financial Group
New York
$26.9M +$965K +21,320 +4%
NEPPG
184
New England Professional Planning Group
Rhode Island
$26.6M +$955K +21,115 +4%
QCG
185
Quadrant Capital Group
Ohio
$26.1M +$1.16M +25,715 +5%
DADC
186
D.A. Davidson & Co
Montana
$26M +$207K +4,580 +0.8%
BFA
187
Beaumont Financial Advisors
Massachusetts
$26M -$111K -2,450 -0.4%
CA
188
Crewe Advisors
Utah
$26M +$1.27M +28,145 +5%
CWA
189
CJM Wealth Advisers
Virginia
$25.9M +$7.44M +164,445 +40%
WAS
190
Wealth Advisory Solutions
Indiana
$25.8M -$3.17M -70,110 -11%
Thrivent Financial for Lutherans
191
Thrivent Financial for Lutherans
Minnesota
$25.6M -$432K -9,530 -2%
HG
192
Harbor Group
New Hampshire
$25.6M +$402K +8,885 +2%
RIS
193
Retirement Income Solutions
Michigan
$25.4M -$6.52M -144,205 -20%
PP
194
PDS Planning
Ohio
$25.3M +$2.51M +55,565 +11%
JIC
195
Johnson Investment Counsel
Ohio
$25.2M -$25.8K -570 -0.1%
GW
196
GW & Wade
Massachusetts
$24.9M -$229K -5,055 -0.9%
ZB
197
Zions Bancorporation
Utah
$24.9M -$755K -16,685 -3%
AWM
198
AE Wealth Management
Kansas
$24.7M -$976K -21,580 -4%
SWM
199
Spire Wealth Management
Virginia
$24.5M -$15.7M -346,695 -39%
ETS
200
ESL Trust Services
New York
$24.4M +$281K +6,210 +1%