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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 %
BF
851
Blankinship & Foster
California
$2.04M +$566 +10 +0%
AF
852
Advisornet Financial
Minnesota
$2.03M +$264K +4,660 +15%
EI
853
Ellevest Inc
New York
$2.03M +$3.4K +60 +0.2%
WP
854
WealthShield Partners
North Carolina
$2.02M +$1.47M +25,900 +263%
CSPIA
855
Cary Street Partners Investment Advisory
Virginia
$2.02M +$37.9K +670 +2%
MMHP
856
Murphy Middleton Hinkle & Parker
Georgia
$2.01M -$81.5K -1,440 -4%
1WM
857
1900 Wealth Management
Texas
$2.01M +$97.1K +1,715 +5%
HS
858
Horan Securities
United States
$2.01M +$2.01M +35,470 New
EK
859
Evensky & Katz
Florida
$2.01M +$11.9K +210 +0.6%
TPSF
860
Texas Permanent School Fund
Texas
$2.01M -$1.3M -22,950 -39%
V
861
VeraBank
Texas
$2M -$19K -335 -0.9%
LA
862
Latitude Advisors
Florida
$2M +$249K +4,395 +14%
PCMC
863
Private Capital Management (Colorado)
Colorado
$2M -$70.5K -1,245 -3%
CSIC
864
Clifford Swan Investment Counsel
California
$1.99M
CFFP
865
Center for Financial Planning
Michigan
$1.98M +$313K +5,525 +19%
BB
866
Berkshire Bank
Massachusetts
$1.98M +$727K +12,845 +58%
OFS
867
Oldfather Financial Services
Nebraska
$1.97M +$121K +2,250 +7%
BFEC
868
Benjamin F. Edwards & Company
Missouri
$1.97M +$21.2K +375 +1%
SCM
869
Southport Capital Management
Tennessee
$1.95M -$156K -2,755 -7%
KBFS
870
Kohmann Bosshard Financial Services
Ohio
$1.95M
WP
871
WealthPLAN Partners
Nebraska
$1.95M +$32K +610 +2%
AFO
872
Allie Family Office
Florida
$1.95M +$1.95M +34,375 New
TMWM
873
Taylor & Morgan Wealth Management
Michigan
$1.94M +$1.94M +34,275 New
BWM
874
BigSur Wealth Management
Florida
$1.94M
CWA
875
Consilio Wealth Advisors
Washington
$1.94M +$1.94M +33,965 New