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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 %
ASN
426
Advisory Services Network
Georgia
$8.83M +$2.15M +37,980 +32%
RSVP
427
Ramsay Stattman Vela & Price
Colorado
$8.8M +$17K +300 +0.2%
MCWS
428
McKinley Carter Wealth Services
West Virginia
$8.77M +$242K +4,270 +3%
KTC
429
Kistler-Tiffany Companies
Pennsylvania
$8.75M +$192K +3,400 +2%
RWP
430
RWA Wealth Partners
Massachusetts
$8.66M -$67.9K -1,200 -0.8%
ES
431
ETF Store
Kansas
$8.53M +$8.53M +158,740 New
MPCG
432
Matrix Private Capital Group
New York
$8.52M +$585K +10,325 +7%
EIP
433
Ellis Investment Partners
Pennsylvania
$8.34M +$15.3K +270 +0.2%
WAG
434
Winthrop Advisory Group
Massachusetts
$8.26M -$81.5K -1,440 -1%
CAC
435
Certified Advisory Corp
Florida
$8.21M +$151K +2,675 +2%
OIA
436
OneDigital Investment Advisors
Kansas
$8.2M -$108K -1,910 -1%
CFC
437
Client First Capital
California
$8.15M +$8.15M +144,030 New
FH
438
FWG Holdings
Florida
$8.13M +$334K +6,150 +4%
LWA
439
LWS Wealth Advisors
New Jersey
$8.13M +$4.81K +85 +0.1%
EWA
440
Exencial Wealth Advisors
Oklahoma
$8.09M +$8.09M +142,925 New
PGWM
441
Parisi Gray Wealth Management
New Jersey
$8.05M -$4.25K -75 -0.1%
Brown Advisory
442
Brown Advisory
Maryland
$8.04M +$1.6M +28,245 +25%
IA
443
IFG Advisory
Georgia
$8.04M +$597K +10,550 +8%
PP
444
Palladium Partners
Virginia
$8.02M +$246K +4,350 +3%
AWM
445
Atticus Wealth Management
Florida
$8M +$485K +8,570 +6%
HF
446
Halpern Financial
Virginia
$7.95M -$268K -4,730 -3%
BBNA
447
Bremer Bank National Association
Minnesota
$7.94M +$15.6K +275 +0.2%
SI
448
Stephens Inc
Arkansas
$7.88M -$2.15M -37,950 -21%
ZIM
449
Zacks Investment Management
Illinois
$7.78M +$1.09M +19,290 +16%
IA
450
IFP Advisors
Florida
$7.73M +$161K +2,845 +2%