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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 %
CFB
501
Cullen/Frost Bankers
Texas
$6.65M -$2.54M -44,790 -28%
IA
502
IFS Advisors
Kansas
$6.58M -$1.69M -29,915 -20%
TFA
503
Trinity Financial Advisors
Ohio
$6.55M +$6.55M +115,655 New
PB
504
Pinnacle Bancorp
Nebraska
$6.48M +$121K +2,130 +2%
BTWM
505
Baker Tilly Wealth Management
Wisconsin
$6.48M +$6.18M +109,140 +2,077%
OHWP
506
Oak Harbor Wealth Partners
North Carolina
$6.47M +$6.47M +114,330 New
GFS
507
GYL Financial Synergies
Connecticut
$6.43M +$766K +13,530 +14%
CFO
508
CVA Family Office
Colorado
$6.41M +$3.38M +59,695 +112%
APA
509
American Portfolios Advisors
New York
$6.4M +$2.46M +43,365 +62%
DC
510
Davenport & Co
Virginia
$6.37M +$115K +2,030 +2%
GT
511
Glenview Trust
Kentucky
$6.35M +$1.38M +24,390 +28%
SFP
512
Sterling Financial Planning
New Jersey
$6.34M -$279K -4,935 -4%
CI
513
Cambiar Investors
Colorado
$6.31M +$3.11M +54,905 +97%
SFA
514
Sequoia Financial Advisors
Ohio
$6.31M +$3.75M +66,270 +147%
CTA
515
Colonial Trust Advisors
South Carolina
$6.28M +$25.8K +455 +0.4%
CWM
516
Cornerstone Wealth Management
Missouri
$6.25M +$578K +10,195 +10%
CSA
517
Cottage Street Advisors
Massachusetts
$6.25M +$96.8K +1,710 +2%
FFWA
518
FRG Family Wealth Advisors
Washington
$6.24M -$207K -3,655 -3%
IF
519
Intrua Financial
Texas
$6.23M +$49.8K +880 +0.8%
DJYG
520
David J. Yvars Group
Florida
$6.21M -$465K -8,220 -7%
MIAN
521
Mariner Independent Advisor Network
Kansas
$6.21M -$687K -12,100 -10%
SSWM
522
Sheets Smith Wealth Management
North Carolina
$6.19M
SXL
523
Summit X LLC
Missouri
$6.16M +$278K +4,900 +5%
CW
524
CreativeOne Wealth
Kansas
$6.15M +$2.6M +46,005 +73%
Susquehanna International Group
525
Susquehanna International Group
Pennsylvania
$6.15M +$2.23M +39,415 +57%