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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 %
AWA
901
Archvest Wealth Advisors
California
$1.8M +$1.8M +31,740 New
MWA
902
Motive Wealth Advisors
Michigan
$1.79M +$330K +5,825 +23%
BFC
903
Bedel Financial Consulting
Indiana
$1.79M -$9.62K -170 -0.5%
RMCM
904
Reynders McVeigh Capital Management
Massachusetts
$1.78M -$73.6K -1,300 -4%
IP
905
Investment Partners
Ohio
$1.78M +$2.55K +45 +0.1%
PGWM
906
Pitti Group Wealth Management
New York
$1.77M +$1.77M +31,170 New
OPA
907
Old Port Advisors
Maine
$1.76M -$162K -2,895 -8%
BFG
908
Baron Financial Group
New Jersey
$1.76M +$26.9K +475 +2%
WP
909
WealthSource Partners
California
$1.76M -$13.6K -240 -0.8%
SIC
910
Samalin Investment Counsel
New York
$1.75M -$52.6K -930 -3%
HCA
911
Harbour Capital Advisors
Virginia
$1.75M -$18.4K -325 -1%
CWM
912
Campbell Wealth Management
Virginia
$1.74M -$51.8K -915 -3%
RFG
913
Range Financial Group
Oregon
$1.74M +$106K +1,880 +7%
MOACM
914
Mutual of America Capital Management
New York
$1.74M +$102K +1,810 +6%
TFF
915
The Family Firm
Maryland
$1.73M -$39.6K -700 -2%
GC
916
Gilbert & Cook
Iowa
$1.73M -$105K -1,850 -6%
LWM
917
Lionsbridge Wealth Management
Florida
$1.73M -$31.1K -550 -2%
APP
918
Avantax Planning Partners
Iowa
$1.72M +$875K +15,455 +104%
CC
919
Corsicana & Co
Texas
$1.72M +$68.2K +1,205 +4%
BJL
920
Brighton Jones LLC
Washington
$1.71M +$135K +2,390 +9%
RWA
921
Ropes Wealth Advisors
Massachusetts
$1.71M
FG
922
Fiduciary Group
Georgia
$1.7M +$127K +2,235 +8%
DSC
923
Duncker Streett & Co
Missouri
$1.69M +$1.98K +35 +0.1%
AFC
924
AFT Forsyth & Company
Florida
$1.68M -$37.9K -670 -2%
WT
925
Washington Trust
Rhode Island
$1.67M -$258K -4,555 -13%