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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 %
GWM
726
Geneos Wealth Management
Colorado
$3.15M +$98.2K +1,735 +3%
HPC
727
HM Payson & Co
Maine
$3.14M +$9.91K +175 +0.3%
ATWA
728
Arbor Trust Wealth Advisors
Michigan
$3.13M -$12.2K -215 -0.4%
SW
729
StrongBox Wealth
Missouri
$3.13M +$182K +3,210 +6%
PG
730
Patten Group
Tennessee
$3.1M -$35.7K -630 -1%
SFG
731
SevenBridge Financial Group
Pennsylvania
$3.1M +$25.2K +445 +0.8%
Lido Advisors
732
Lido Advisors
California
$3.09M +$177K +3,130 +6%
CRC
733
Curi RMB Capital
Illinois
$3.06M
SAS
734
Stelac Advisory Services
New York
$3.06M +$274K +4,835 +10%
FCB
735
First Command Bank
Texas
$3.05M
FCFS
736
First Command Financial Services
Texas
$3.03M -$249K -4,400 -8%
CNB
737
Camden National Bank
Maine
$3.03M +$189K +3,335 +7%
HPWM
738
Highland Private Wealth Management
Washington
$3M -$926K -16,360 -24%
MCC
739
Money Concepts Capital
Florida
$3M +$3M +52,970 New
BB
740
Busey Bank
Illinois
$2.98M -$1.05M -18,630 -26%
CC
741
Cadinha & Co
Hawaii
$2.98M +$381K +6,735 +15%
DFA
742
DHK Financial Advisors
New Hampshire
$2.97M +$2.97M +52,515 New
ST
743
Sabal Trust
Florida
$2.97M +$515K +9,095 +21%
TAM
744
Townsend Asset Management
North Carolina
$2.95M +$70.2K +1,240 +2%
CPC
745
Congress Park Capital
New York
$2.95M +$331K +5,850 +13%
MSAM
746
Moloney Securities Asset Management
Missouri
$2.95M -$39.1K -690 -1%
TVAMP
747
Tennessee Valley Asset Management Partners
Tennessee
$2.92M +$186K +3,280 +7%
FTS
748
Fifth Third Securities
Ohio
$2.91M +$56.9K +1,005 +2%
PCG
749
Private Capital Group
Connecticut
$2.91M +$577K +10,195 +25%
FCA
750
FinTrust Capital Advisors
South Carolina
$2.91M -$51.2K -905 -2%