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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 %
CCT
551
Country Club Trust
Missouri
$5.69M +$102K +1,795 +2%
GWAM
552
Guardian Wealth Advisors (Minnesota)
Minnesota
$5.68M +$453K +7,995 +9%
PCM
553
Pennsylvania Capital Management
Pennsylvania
$5.65M -$137K -2,420 -2%
FNBOO
554
First National Bank of Omaha
Nebraska
$5.6M +$352K +6,225 +7%
HH
555
HWG Holdings
Texas
$5.58M +$5.58M +98,565 New
SWA
556
SOA Wealth Advisors
New York
$5.57M -$36.5K -645 -0.7%
VFP
557
Verus Financial Partners
Virginia
$5.57M +$14.4K +255 +0.3%
FC
558
FCA Corp
Texas
$5.56M -$608K -10,735 -10%
NCM
559
Novare Capital Management
North Carolina
$5.55M -$171K -3,015 -3%
PFA
560
Pure Financial Advisors
California
$5.54M -$143K -2,530 -3%
PCM
561
Parsons Capital Management
Rhode Island
$5.48M -$65.4K -1,155 -1%
LPT
562
Legacy Private Trust
Wisconsin
$5.47M +$63.4K +1,120 +1%
CT
563
Coastline Trust
Rhode Island
$5.45M +$113K +2,000 +2%
BRWA
564
B. Riley Wealth Advisors
Florida
$5.44M +$79.8K +1,410 +1%
TA
565
Tectonic Advisors
Texas
$5.42M -$70.8K -1,250 -1%
HI
566
Harbour Investments
Wisconsin
$5.42M -$83M -1,466,535 -94%
Cerity Partners
567
Cerity Partners
New York
$5.42M +$430K +7,600 +9%
KOMWMG
568
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$5.4M +$3.18M +56,095 +143%
CTC
569
Central Trust Company
Missouri
$5.39M -$6.56M -115,840 -55%
APSP
570
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.38M -$193K -3,415 -3%
NL
571
NEPC LLC
Massachusetts
$5.37M +$1.25M +22,090 +30%
FFS
572
Founders Financial Securities
Maryland
$5.35M +$3.31M +58,445 +162%
DWT
573
Dorsey & Whitney Trust
South Dakota
$5.33M +$153K +2,700 +3%
FFMBT
574
First Farmers & Merchants Bank Trust
Tennessee
$5.29M +$5.29M +93,500 New
GWMIA
575
Global Wealth Management Investment Advisory
Florida
$5.29M +$364K +6,425 +7%