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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 %
WSTAM
1026
Wilbanks Smith & Thomas Asset Management
Virginia
$1.25M +$23.5K +415 +2%
EWA
1027
ERTS Wealth Advisors
Michigan
$1.25M -$31K -545 -2%
KCPG
1028
Kavar Capital Partners Group
Kansas
$1.25M -$11K -195 -0.9%
BWAM
1029
Boyd Watterson Asset Management
Ohio
$1.23M
MC
1030
Moors & Cabot
Massachusetts
$1.23M -$8.78K -155 -0.7%
CAWM
1031
Capital Advisors Wealth Management
Washington
$1.22M -$284K -5,020 -19%
ZF
1032
Zhang Financial
Michigan
$1.22M +$128K +2,260 +12%
Fisher Asset Management
1033
Fisher Asset Management
Washington
$1.22M +$754K +13,325 +162%
AIM
1034
Anchor Investment Management
South Carolina
$1.21M +$408K +7,210 +51%
AC
1035
Abbrea Capital
California
$1.21M +$261K +4,615 +28%
CIS
1036
Continental Investors Services
Washington
$1.21M +$1.21M +22,535 New
DDC
1037
DF Dent & Co
Maryland
$1.2M +$1.2M +21,250 New
EWM
1038
Empirical Wealth Management
Washington
$1.2M +$190K +3,355 +19%
ACK
1039
Andrew C. Karlinski
$1.2M +$1.2M +21,215 New
AF
1040
Apexium Financial
Texas
$1.19M -$27.2K -480 -2%
WFAG
1041
Wescott Financial Advisory Group
Pennsylvania
$1.18M +$67.9K +1,200 +6%
CL
1042
Choreo LLC
Illinois
$1.18M -$313K -5,520 -21%
JF
1043
JSF Financial
California
$1.18M +$132K +2,330 +13%
TFS
1044
TrustCore Financial Services
Tennessee
$1.18M -$36.8K -650 -3%
CFA
1045
CWS Financial Advisors
Michigan
$1.17M +$1.17M +20,740 New
ACM
1046
AlphaStar Capital Management
North Carolina
$1.17M -$330K -5,945 -22%
COCM
1047
Charter Oak Capital Management
New Hampshire
$1.17M -$16.4K -290 -1%
BMWM
1048
Brown Miller Wealth Management
Virginia
$1.17M -$32K -565 -3%
VWA
1049
V Wealth Advisors
Kansas
$1.17M -$566 -10 -0%
EIA
1050
Eldridge Investment Advisors
New Hampshire
$1.17M +$68.5K +1,210 +6%