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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 %
PA
676
PSI Advisors
Florida
$3.7M +$53.8K +950 +1%
AFS
677
Annapolis Financial Services
Maryland
$3.69M
CBT
678
Central Bank & Trust
Kentucky
$3.69M -$1.13K -20 -0%
FA
679
FC Advisory
Pennsylvania
$3.69M +$223K +3,940 +6%
PCIA
680
Prime Capital Investment Advisors
Kansas
$3.67M +$1.7K +30 +0%
ECG
681
Edge Capital Group
Georgia
$3.67M +$669K +11,810 +22%
WF
682
Welch & Forbes
Massachusetts
$3.65M +$257K +4,535 +8%
PR
683
Payden & Rygel
California
$3.64M +$26.6K +470 +0.7%
GSWM
684
Greenup Street Wealth Management
Michigan
$3.63M +$3.63M +64,175 New
Deutsche Bank
685
Deutsche Bank
Germany
$3.61M
CHP
686
Cable Hill Partners
Oregon
$3.61M
UBG
687
United Bank (Georgia)
Georgia
$3.6M +$56.6K +1,000 +2%
TSWM
688
Triangle Securities Wealth Management
North Carolina
$3.6M -$18.1K -320 -0.5%
PA
689
Pinnacle Associates
New York
$3.6M +$136K +2,410 +4%
MYIA
690
Mount Yale Investment Advisors
Colorado
$3.59M -$350K -6,190 -9%
SF
691
Summit Financial
New Jersey
$3.59M +$111K +1,965 +3%
FTC
692
Farmers Trust Company
Ohio
$3.58M -$51.8K -915 -1%
CHC
693
City Holding Co
West Virginia
$3.56M -$135K -2,550 -4%
NAG
694
Northstar Advisory Group
New Jersey
$3.55M +$3.55M +62,670 New
HL
695
HeadInvest LLC
Maine
$3.54M +$207K +3,650 +6%
UL
696
Unionview LLC
Washington
$3.54M +$3.54M +62,455 New
GSWM
697
Golden State Wealth Management
California
$3.52M +$286K +5,060 +9%
UF
698
Univest Financial
Pennsylvania
$3.51M -$14.7K -260 -0.4%
CI
699
Cavalier Investments
Georgia
$3.48M +$1.1M +19,350 +46%
ST
700
Spinnaker Trust
Maine
$3.47M +$142K +2,505 +4%