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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 %
RA
826
RFG Advisory
Alabama
$2.22M +$341K +6,025 +18%
MWM
827
Meridian Wealth Management
Kentucky
$2.22M +$1.19M +21,070 +116%
CCMD
828
Cypress Capital Management (Delaware)
Delaware
$2.21M -$59.7K -1,055 -3%
1IA
829
1834 Investment Advisors
Wisconsin
$2.18M -$14.2K -250 -0.6%
AA
830
Advisory Alpha
Michigan
$2.18M +$566 +10 +0%
KFGK
831
Keystone Financial Group (Kentucky)
Kentucky
$2.17M +$62.3K +1,100 +3%
KIA
832
KCM Investment Advisors
California
$2.17M -$20.9K -370 -1%
LIA
833
LBMC Investment Advisors
Tennessee
$2.17M -$40.1M -709,100 -95%
OCM
834
Objective Capital Management
Ohio
$2.17M +$2.17M +38,245 New
ACM
835
Azimuth Capital Management
Michigan
$2.15M -$142K -2,500 -6%
BFA
836
Beacon Financial Advisory
Ohio
$2.14M +$16.7K +295 +0.8%
VIM
837
Vista Investment Management
Pennsylvania
$2.14M +$20.7K +365 +1%
TIA
838
Tiemann Investment Advisors
California
$2.13M +$326K +5,755 +18%
LFAS
839
Level Four Advisory Services
Texas
$2.12M +$540K +9,535 +34%
NCG
840
Newport Capital Group
New Jersey
$2.12M +$42.4K +750 +2%
OC
841
Oakworth Capital
Alabama
$2.11M -$2.27K -40 -0.1%
EWM
842
Endurance Wealth Management
Rhode Island
$2.11M +$171K +3,020 +9%
BFO
843
Biltmore Family Office
North Carolina
$2.11M +$207K +3,650 +11%
QCIG
844
Quad-Cities Investment Group
Iowa
$2.1M +$197K +3,480 +10%
IP
845
Ignite Planners
California
$2.08M +$2.08M +38,085 New
PWMAG
846
Pinnacle Wealth Management Advisory Group
New Jersey
$2.07M +$168K +2,975 +9%
HI
847
Horizon Investments
North Carolina
$2.07M +$134K +2,365 +7%
NSB
848
Norway Savings Bank
Maine
$2.06M +$142K +2,505 +7%
FHA
849
Flagship Harbor Advisors
Massachusetts
$2.04M +$1.7K +30 +0.1%
CI
850
Cigna Investments
Connecticut
$2.04M +$56.6K +1,000 +3%