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 %
RVPG
451
Relative Value Partners Group
$7.72M +$1.84M +32,490 +31%
CWM
452
Congress Wealth Management
Massachusetts
$7.72M +$7.72M +136,375 New
HA
453
HYA Advisors
Missouri
$7.7M -$876K -15,475 -10%
SCA
454
Snowden Capital Advisors
New York
$7.65M +$131K +2,320 +2%
MCM
455
Magnolia Capital Management
New York
$7.64M -$204K -3,605 -3%
BA
456
Bellwether Advisors
Nebraska
$7.58M -$143K -2,520 -2%
CPW
457
Crestmont Private Wealth
Texas
$7.55M +$7.55M +133,330 New
WB
458
WesBanco Bank
West Virginia
$7.54M -$96.8K -1,710 -1%
HCWM
459
Harrison & Co Wealth Management
Virginia
$7.53M +$7.53M +133,080 New
SAM
460
Smithbridge Asset Management
Pennsylvania
$7.49M -$172K -3,035 -2%
GIA
461
GHP Investment Advisors
Colorado
$7.49M -$11.9K -210 -0.2%
BOH
462
Bank of Hawaii
Hawaii
$7.47M
OWA
463
One Wealth Advisors
California
$7.46M -$743K -13,125 -9%
CA
464
CoreCap Advisors
Michigan
$7.42M +$7.42M +131,045 New
RIA
465
Richwood Investment Advisors
Ohio
$7.42M +$7.42M +131,010 New
MG
466
Mather Group
Illinois
$7.4M +$843K +14,880 +13%
WHG
467
Westwood Holdings Group
Texas
$7.39M +$245K +4,325 +3%
OFG
468
Omega Financial Group
California
$7.37M +$694K +12,250 +10%
HWA
469
Heritage Way Advisors
Illinois
$7.36M +$734K +12,965 +11%
PBF
470
Petix & Botte Financial
California
$7.36M -$6.76M -119,395 -48%
KPCM
471
Kings Point Capital Management
New York
$7.35M +$421K +7,430 +6%
CIAS
472
Capital Investment Advisory Services
North Carolina
$7.33M +$266K +4,705 +4%
NGA
473
Naples Global Advisors
Florida
$7.27M +$132K +2,340 +2%
RWG
474
Regal Wealth Group
California
$7.27M +$7.27M +128,450 New
CFC
475
Coyle Financial Counsel
Illinois
$7.25M -$6.23K -110 -0.1%