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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 %
CA
976
Calton & Associates
Florida
$1.43M -$1.34M -23,600 -48%
RA
977
Rise Advisors
New York
$1.43M +$1.43M +25,260 New
JWS
978
Juncture Wealth Strategies
Arizona
$1.43M +$157K +2,770 +12%
WCM
979
Wealthcare Capital Management
Virginia
$1.42M +$124K +2,185 +10%
KWM
980
Kaydan Wealth Management
Michigan
$1.41M +$1.41M +24,880 New
BLC
981
Brown, Lisle/Cummings
Rhode Island
$1.41M +$1.41M +24,865 New
MCM
982
Maryland Capital Management
Maryland
$1.4M +$8.77K +155 +0.6%
WCWM
983
Wooster Corthell Wealth Management
Connecticut
$1.39M -$29.4K -520 -2%
WMP
984
Wealth Management Partners
Arizona
$1.39M +$23.9K +430 +2%
FMC
985
First Merchants Corp
Indiana
$1.39M +$40.5K +715 +3%
EW
986
Evoke Wealth
California
$1.39M +$106K +1,875 +8%
NCM
987
Next Capital Management
New York
$1.38M +$849 +15 +0.1%
CWS
988
Confluence Wealth Services
Pennsylvania
$1.38M +$1.38M +24,355 New
SCP
989
Syntal Capital Partners
Texas
$1.37M +$480K +8,475 +54%
PCA
990
Personal Capital Advisors
California
$1.37M +$188K +3,480 +16%
ECM
991
Evergreen Capital Management
Washington
$1.36M
ARC
992
Advisor Resource Council
Texas
$1.35M +$552K +9,745 +69%
WA
993
Wealthstream Advisors
New York
$1.35M +$1.35M +23,870 New
BCM
994
BTC Capital Management
Iowa
$1.34M +$56.6K +1,000 +4%
GLA
995
Great Lakes Advisors
Illinois
$1.34M +$926K +16,360 +225%
KLCM
996
KG&L Capital Management
Louisiana
$1.34M +$43.9K +775 +3%
T. Rowe Price Associates
997
T. Rowe Price Associates
Maryland
$1.33M -$42.5K -750 -3%
AWP
998
Ascent Wealth Partners
New York
$1.33M +$35.4K +625 +3%
PAM
999
Palisade Asset Management
Minnesota
$1.33M +$83.2K +1,470 +7%
BWA
1000
Beam Wealth Advisors
Louisiana
$1.33M +$137K +2,420 +11%