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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 %
CA
201
Crewe Advisors
Utah
$29.3M +$2.68M +49,930 +10%
WSFS
202
Wilmington Savings Fund Society
Delaware
$29.1M -$1.27M -23,630 -4%
CAI
203
Capital Advisors Inc
Oklahoma
$28.9M -$15.1M -280,955 -34%
CIBC Private Wealth Group
204
CIBC Private Wealth Group
Georgia
$28.6M +$287K +5,355 +1%
ETS
205
ESL Trust Services
New York
$28.6M +$82.4K +1,535 +0.3%
SL
206
Salomon & Ludwin
Virginia
$28.5M +$2.04M +37,945 +8%
CFIA
207
Cantor Fitzgerald Investment Advisors
New York
$28.5M -$1.81M -33,750 -6%
AWS
208
Atria Wealth Solutions
New York
$27.6M +$27.6M +515,145 New
AFA
209
American Financial Advisors
Georgia
$27.6M -$422K -7,855 -2%
TC
210
Trilogy Capital
California
$27.6M +$3.7M +68,910 +15%
HI
211
Hudock Inc
Pennsylvania
$27.2M +$11.9M +221,270 +78%
PP
212
PDS Planning
Ohio
$27M +$1.99M +36,995 +8%
PGA
213
Portland Global Advisors
Maine
$26.5M +$1.78M +33,205 +7%
PFM
214
Parsec Financial Management
North Carolina
$26.4M -$1.44M -26,855 -5%
PRA
215
Pine Ridge Advisers
New York
$26.4M +$2.98M +55,450 +13%
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$26.4M -$1.74M -32,435 -6%
FAG
217
Financial Advisory Group
Texas
$26.2M +$1.62M +30,110 +7%
FBB
218
Fulton Breakefield Broenniman
Maryland
$26.2M +$2.16M +40,335 +9%
I
219
INVST
Indiana
$26.1M +$26.1M +545,885 New
CTA
220
Chesley Taft & Associates
Illinois
$26M +$318K +6,130 +1%
SPC
221
Sigma Planning Corp
Michigan
$25.7M -$1.2M -22,450 -4%
1832 Asset Management
222
1832 Asset Management
Ontario, Canada
$25.6M
CA
223
Clearstead Advisors
Ohio
$25.5M +$1.16M +21,610 +5%
MW
224
MBL Wealth
North Carolina
$25.3M +$25.3M +470,730 New
WWM
225
Western Wealth Management
Colorado
$25.2M +$11.6M +216,715 +86%