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iShares Core S&P Mid-Cap ETF

1,857 hedge funds and large institutions have $49.5B invested in iShares Core S&P Mid-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 306 funds opening new positions, 822 increasing their positions, 473 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,857
Holders Change
+223
Holders Change %
+13.65%
% of All Funds
28.68%
Holding in Top 10
313
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+13.41%
% of All Funds
4.83%
New
306
Increased
822
Reduced
473
Closed
50
Calls
$44.3M
Puts
$4.64M
Net Calls
+$39.7M
Net Calls Change
-$165M
Name Holding Trade Value Shares
Change
Shares
Change %
PRA
226
Pine Ridge Advisers
New York
$24.7M +$3.1M +54,725 +14%
DT
227
Daniels + Tansey
Delaware
$24.5M +$640K +11,310 +3%
SIC
228
Shoker Investment Counsel
Ohio
$24M +$2.1M +37,135 +10%
TCM
229
Twele Capital Management
Minnesota
$23.8M -$1.08M -19,010 -4%
SWA
230
Sax Wealth Advisors
New Jersey
$23.8M +$2.02M +35,760 +9%
CS
231
Comerica Securities
Michigan
$23.7M +$510K +9,005 +2%
Allspring Global Investments
232
Allspring Global Investments
North Carolina
$23.6M +$23.6M +416,605 New
BAMG
233
Brand Asset Management Group
Missouri
$23.5M +$584K +10,320 +3%
FWM
234
Fairhaven Wealth Management
Illinois
$23.5M +$765K +13,510 +3%
LBC
235
Lowe Brockenbrough & Co
Virginia
$23.4M +$1.66M +29,245 +8%
HI
236
Human Investing
Oregon
$23.3M +$839K +14,820 +4%
KCM
237
Kanawha Capital Management
Virginia
$23.1M -$260K -4,600 -1%
NFG
238
Nations Financial Group
Iowa
$23M +$654K +11,545 +3%
CWA
239
CJM Wealth Advisers
Virginia
$22.7M +$22.7M +400,680 New
LCOV
240
London Company of Virginia
Virginia
$22.4M +$15.2M +267,610 +210%
DW
241
Domani Wealth
Pennsylvania
$21.8M -$549K -9,700 -2%
WPW
242
Waldron Private Wealth
Pennsylvania
$21.7M +$266K +4,700 +1%
KWMG
243
King Wealth Management Group
Florida
$21.7M +$1.36M +24,080 +7%
OC
244
Oppenheimer & Co
New York
$21.6M +$172K +3,030 +0.8%
IAN
245
Integrated Advisors Network
Texas
$21.3M +$806K +14,240 +4%
ACP
246
Arcus Capital Partners
Georgia
$21.2M +$130K +2,290 +0.6%
SFG
247
StrategIQ Financial Group
Indiana
$21.2M +$551K +9,735 +3%
GGS
248
Galvin Gaustad & Stein
Arizona
$21M -$227K -4,015 -1%
BA
249
Bristlecone Advisors
Washington
$20.9M -$222K -3,920 -1%
TPCW
250
TD Private Client Wealth
New York
$20.9M +$3.45M +60,970 +20%