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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.

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 %
LI
51
LVZ Inc
Michigan
$141M -$2.02M -35,670 -1%
BIM
52
Bridges Investment Management
Nebraska
$140M -$267K -4,715 -0.2%
LWA
53
Lenox Wealth Advisors
New York
$135M +$22.1K +390 +0%
APCM
54
Alaska Permanent Capital Management
Alaska
$131M +$4.61M +81,480 +4%
CFG
55
Citizens Financial Group
Rhode Island
$131M +$8.86M +156,415 +7%
SSB
56
Sandy Spring Bank
Maryland
$125M +$5.51M +97,265 +5%
MML Investors Services
57
MML Investors Services
Massachusetts
$120M +$11.3M +200,195 +10%
GT
58
Greenleaf Trust
Michigan
$120M +$110K +1,940 +0.1%
Jones Financial Companies
59
Jones Financial Companies
Missouri
$120M +$641K +11,315 +0.5%
JPMPWA
60
J.P. Morgan Private Wealth Advisors
California
$120M +$341K +6,015 +0.3%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$112M +$5.18M +91,485 +5%
BF
62
BOK Financial
Oklahoma
$110M +$4.23M +74,725 +4%
LW
63
Linscomb Wealth
Texas
$109M -$1.45M -25,535 -1%
HTC
64
Haverford Trust Company
Pennsylvania
$108M -$331K -5,845 -0.3%
SIC
65
Sigma Investment Counselors
Michigan
$103M +$1.45M +25,580 +1%
AIA
66
Ally Invest Advisors
North Carolina
$98.8M +$5.96M +105,305 +6%
BFPW
67
BOK Financial Private Wealth
Colorado
$98.3M +$5.43M +95,855 +6%
State Street
68
State Street
Massachusetts
$98.2M -$1.72M -30,310 -2%
UCFA
69
United Capital Financial Advisors
Texas
$98M -$37.4K -660 -0%
MCM
70
MAI Capital Management
Ohio
$97.1M +$4.36M +77,080 +5%
FMWA
71
Forvis Mazars Wealth Advisors
Missouri
$96.7M +$2.42M +42,780 +3%
MIA
72
MainStreet Investment Advisors
Illinois
$96.1M -$1.38M -24,390 -1%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$94.1M -$2.99M -52,850 -3%
SHGA
74
Sand Hill Global Advisors
California
$93.7M -$529K -9,335 -0.6%
LWMT
75
Legacy Wealth Management (Tennessee)
Tennessee
$92.4M -$1.72M -30,310 -2%