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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 %
CIR
526
Clear Investment Research
Georgia
$6.13M -$145K -2,560 -2%
FA
527
Flagstar Advisors
New York
$6.12M +$72.7K +1,285 +1%
SCM
528
SOL Capital Management
Maryland
$6.1M -$88.9K -1,570 -1%
CFA
529
Carroll Financial Associates
North Carolina
$6.09M -$5.14M -91,095 -46%
PGFC
530
Peapack-Gladstone Financial Corp
New Jersey
$6.09M -$231K -4,085 -4%
Prudential Financial
531
Prudential Financial
New Jersey
$6.03M +$184K +3,210 +3%
Kayne Anderson Rudnick Investment Management
532
Kayne Anderson Rudnick Investment Management
California
$6.03M +$5.37M +94,880 +815%
VVP
533
Venture Visionary Partners
Ohio
$6M +$84.9K +1,500 +1%
TDWM
534
Topel & Distasi Wealth Management
California
$5.98M +$5.98M +105,635 New
WCM
535
Washburn Capital Management
Florida
$5.97M -$29.7K -525 -0.5%
CAGAS
536
Capital Advisory Group Advisory Services
Minnesota
$5.95M -$1.38M -24,455 -19%
ECM
537
ExodusPoint Capital Management
New York
$5.91M +$4.53M +79,935 +327%
FC
538
Ferris Capital
Massachusetts
$5.9M +$82.7K +1,460 +1%
BCM
539
Boltwood Capital Management
California
$5.88M -$4.25K -75 -0.1%
TCM
540
Telos Capital Management
California
$5.88M -$37.4K -660 -0.6%
LMIM
541
Lockheed Martin Investment Management
Maryland
$5.87M
BWA
542
Bordeaux Wealth Advisors
California
$5.87M -$1.35M -23,895 -19%
AWAP
543
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$5.87M +$46.7K +825 +0.8%
PAM
544
Private Asset Management
California
$5.85M -$108K -1,915 -2%
LF
545
LifeSteps Financial
California
$5.84M -$54.9K -970 -0.9%
UBS AM
546
UBS AM
Illinois
$5.8M
KWM
547
Kingsview Wealth Management
Oregon
$5.79M -$452K -7,985 -7%
DWMG
548
DB Wealth Management Group
California
$5.78M +$586K +10,355 +11%
PWA
549
Physician Wealth Advisors
Utah
$5.75M +$452K +8,120 +9%
CL
550
COWA LLC
Oklahoma
$5.7M +$1.74M +30,720 +44%