IJH icon

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 %
1SB
301
1ST Source Bank
Indiana
$15.8M +$272K +4,805 +2%
GT
302
Glenmede Trust
Pennsylvania
$15.7M +$207K +3,665 +1%
FNBOH
303
First National Bank of Hutchinson
Kansas
$15.6M -$513K -9,055 -3%
VFIC
304
Valley Forge Investment Consultants
Pennsylvania
$15.5M +$2.71M +47,940 +21%
MFC
305
Mechanics Financial Corp
Ohio
$15.4M +$15.4M +272,270 New
NC
306
NewSquare Capital
Pennsylvania
$15.4M +$1.53M +27,025 +11%
BCI
307
Brinker Capital Investments
Pennsylvania
$15.2M +$6.95M +122,785 +84%
SF
308
Symphony Financial
Texas
$15M +$5.28M +92,855 +54%
SG
309
StoneX Group
New York
$14.9M +$1.5M +26,525 +11%
GIA
310
Gladstone Institutional Advisory
Florida
$14.9M +$724K +12,785 +5%
CA
311
Crumly & Associates
Illinois
$14.4M +$6.9M +132,095 +92%
WWM
312
Western Wealth Management
Colorado
$14.3M +$14.3M +253,225 New
LIM
313
Leavell Investment Management
Alabama
$14.3M -$53.8K -950 -0.4%
LNC
314
Lincoln National Corp
Pennsylvania
$14.2M +$1.61M +28,410 +13%
HCM
315
Highview Capital Management
Illinois
$14.1M +$14.1M +249,755 New
TF
316
Tompkins Financial
New York
$14.1M -$194K -3,425 -1%
TCM
317
Traynor Capital Management
Pennsylvania
$14.1M +$772K +13,635 +6%
B
318
Bailard
California
$14.1M +$338K +5,975 +2%
DWA
319
Divergent Wealth Advisors
Utah
$14.1M -$2.87M -50,740 -17%
BWP
320
BSW Wealth Partners
Colorado
$14M -$204K -3,610 -1%
AMG
321
Asset Management Group
Connecticut
$13.9M -$88.9K -1,570 -0.6%
MSA
322
Marino Stram & Associates
Massachusetts
$13.9M +$120K +2,125 +0.9%
TCOV
323
Trust Company of Vermont
Vermont
$13.9M +$31.4K +555 +0.2%
CWA
324
Core Wealth Advisors
Florida
$13.8M +$196K +3,455 +1%
FWIA
325
Fort Washington Investment Advisors
Ohio
$13.8M -$1.37M -24,140 -9%