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 %
FMN
351
Financial Management Network
California
$12.1M +$292K +5,110 +2%
SBLIC
352
Security Benefit Life Insurance Company
Kansas
$12M +$2.15M +38,000 +22%
MBT
353
Montecito Bank & Trust
California
$11.9M -$251K -4,425 -2%
SIM
354
Stratos Investment Management
Ohio
$11.8M +$2.59M +45,700 +28%
FPFS
355
First Personal Financial Services
North Carolina
$11.7M -$108K -1,900 -0.9%
NAM
356
NTV Asset Management
West Virginia
$11.7M +$8.21K +145 +0.1%
EWA
357
Encompass Wealth Advisors
Oregon
$11.7M +$657K +11,605 +6%
HH
358
Hilltop Holdings
Texas
$11.6M +$1.14M +20,085 +11%
RF
359
Resolute Financial
Massachusetts
$11.6M +$11.6M +205,370 New
TCM
360
Towercrest Capital Management
Pennsylvania
$11.6M +$327K +5,775 +3%
First Trust Advisors
361
First Trust Advisors
Illinois
$11.6M +$1M +17,715 +9%
BOTW
362
Bank of the West
California
$11.4M -$160K -2,830 -1%
NPF
363
Norris Perne & French
Michigan
$11.4M -$1.14M -20,130 -9%
AIP
364
Ameritas Investment Partners
Nebraska
$11.4M -$206K -3,645 -2%
CA
365
Centerpoint Advisors
Massachusetts
$11.4M -$63.4K -1,120 -0.6%
CNC
366
Citizens & Northern Corp
Pennsylvania
$11.3M -$219K -3,860 -2%
ST
367
Smithfield Trust
Pennsylvania
$11.3M +$176K +3,105 +2%
AFS
368
AFG Fiduciary Services
Massachusetts
$11.3M +$11.3M +199,385 New
JAG
369
Journey Advisory Group
Kentucky
$11.3M +$746K +13,180 +7%
PBO
370
Peoples Bank (Ohio)
Ohio
$11.3M -$212K -3,750 -2%
NFG
371
Next Financial Group
Texas
$11.2M -$21.5K -380 -0.2%
WFA
372
Wellspring Financial Advisors
Ohio
$11.2M +$4.98M +2,831,975 +80%
APW
373
Acima Private Wealth
Virginia
$11.1M +$523K +9,230 +5%
EWM
374
Evercore Wealth Management
New York
$11.1M +$283K +5,000 +3%
RDFA
375
Ritter Daniher Financial Advisory
Ohio
$11.1M +$54.9K +970 +0.5%