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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 %
MFM
251
Mirsky Financial Management
New York
$20.8M +$782K +13,815 +4%
PAM
252
Peninsula Asset Management
Florida
$20.8M -$531K -9,380 -2%
FCBT
253
First Citizens Bank & Trust
North Carolina
$20.8M +$879K +15,520 +4%
BSSFA
254
Baron Silver Stevens Financial Advisors
Florida
$20.8M +$422K +7,450 +2%
BWIA
255
Bryant Woods Investment Advisors
New York
$20.6M +$20.6M +363,785 New
DIP
256
DT Investment Partners
Pennsylvania
$20.5M +$823K +14,535 +4%
MFA
257
Mayflower Financial Advisors
Massachusetts
$20.3M -$200K -3,525 -1%
SB
258
Simmons Bank
Arkansas
$20.3M -$6.23K -110 -0%
WFA
259
West Financial Advisors
Iowa
$20.2M +$596K +10,525 +3%
HCA
260
Horan Capital Advisors
Ohio
$20.1M +$658K +11,630 +3%
TPWA
261
TRUE Private Wealth Advisors
Oregon
$20M +$409K +7,225 +2%
NA
262
NewEdge Advisors
Louisiana
$19.9M +$10.2M +180,285 +106%
BPA
263
Beacon Pointe Advisors
California
$19.4M -$4.95M -87,360 -20%
C
264
Certuity
Florida
$19M -$103K -1,820 -0.5%
CASB
265
Cape Ann Savings Bank
Massachusetts
$19M +$197K +3,485 +1%
FNT
266
First National Trust
Pennsylvania
$18.9M -$1.41M -24,885 -7%
IFPL
267
Investments & Financial Planning LLC
Kentucky
$18.9M +$18.9M +353,315 New
DFA
268
DHJJ Financial Advisors
Illinois
$18.8M +$54.4K +960 +0.3%
MWM
269
MTC Wealth Management
Florida
$18.7M +$518K +9,150 +3%
LSERS
270
Louisiana State Employees Retirement System
Louisiana
$18.7M +$2.21M +39,000 +13%
AFS
271
Aft Forsyth & Sober
Florida
$18.2M
PIC
272
Platt Investment Counsel
Florida
$18M -$189K -3,340 -1%
CT
273
Cambridge Trust
Massachusetts
$17.9M +$808K +14,275 +5%
N
274
Natixis
France
$17.9M +$2.24M +39,630 +14%
YIA
275
YHB Investment Advisors
Connecticut
$17.6M +$183K +3,240 +1%