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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 %
WT
76
Whittier Trust
California
$92.3M +$3.77M +66,560 +4%
MPWT
77
MassMutual Private Wealth & Trust
Connecticut
$90.5M -$544K -9,605 -0.6%
FLPIM
78
F.L. Putnam Investment Management
Massachusetts
$90.2M +$1.82M +32,195 +2%
TAIM
79
TD Ameritrade Investment Management
Nebraska
$90.1M -$38.8M -685,065 -30%
FT
80
Fiduciary Trust
Massachusetts
$88.6M +$1.19M +21,010 +1%
AIM
81
Acropolis Investment Management
Missouri
$85.9M +$559K +9,870 +0.7%
AWM
82
Altium Wealth Management
New York
$85.5M +$2.88M +50,860 +3%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$85.4M +$1.53M +26,985 +2%
TF
84
TIAA FSB
Florida
$78.7M -$2.23M -39,305 -3%
BPWM
85
Badgley Phelps Wealth Managers
Washington
$77.6M +$3.47M +61,340 +5%
PFO
86
Pathstone Family Office
New Jersey
$74M -$593K -10,680 -0.8%
FHB
87
First Hawaiian Bank
Hawaii
$73.9M +$18.5M +326,965 +33%
AFG
88
Arkansas Financial Group
Arkansas
$73.8M -$1.83M -32,280 -2%
Bessemer Group
89
Bessemer Group
New Jersey
$72.3M +$3.38M +59,785 +5%
LRIA
90
Leonard Rickey Investment Advisors
Washington
$72M +$1.67M +29,410 +2%
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$71.3M +$42.5M +790,490 +148%
PFM
92
Phillips Financial Management
Indiana
$71.3M +$1.82M +32,110 +3%
Rafferty Asset Management
93
Rafferty Asset Management
New York
$68M -$451K -7,965 -0.7%
OAM
94
Oppenheimer Asset Management
New York
$67.6M +$1.2M +21,280 +2%
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$67.4M +$1.02M +17,980 +2%
CWM
96
Connecticut Wealth Management
Connecticut
$66.9M +$1.97M +34,790 +3%
LF
97
Lee Financial
Texas
$66.2M +$423K +7,475 +0.6%
SOMRS
98
State of Michigan Retirement System
Michigan
$66.1M +$1.76M +31,000 +3%
VC
99
Vicus Capital
Pennsylvania
$65.5M +$2.74M +51,695 +4%
VA
100
Valmark Advisers
Ohio
$65.2M -$2.12M -37,505 -3%