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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 %
WAM
1076
Weatherly Asset Management
California
$1.08M -$5.38K -95 -0.5%
MM
1077
Meridian Management
Arkansas
$1.08M
TNB
1078
Thomasville National Bank
Georgia
$1.08M +$53K +935 +5%
DBT
1079
Dubuque Bank & Trust
Iowa
$1.07M -$31.4K -555 -3%
TCOT
1080
Trust Company of Toledo
Ohio
$1.07M
AI
1081
Accredited Investors
Minnesota
$1.07M -$67.4K -1,190 -6%
TW
1082
Transform Wealth
Colorado
$1.07M -$4.25K -75 -0.4%
CRI
1083
Colonial River Investments
Virginia
$1.07M +$1.07M +18,930 New
RPGK
1084
Retirement Planning Group (Kansas)
Kansas
$1.07M -$41K -725 -4%
MWM
1085
Mission Wealth Management
California
$1.07M +$29.7K +525 +3%
TCM
1086
Tufton Capital Management
Maryland
$1.06M -$7.07K -125 -0.7%
OCM
1087
One Capital Management
California
$1.06M +$535K +9,455 +102%
JWBC
1088
John W. Brooker & Co
California
$1.05M +$10.2K +180 +1%
CWM
1089
Calamos Wealth Management
Illinois
$1.05M +$358K +6,320 +52%
RIA
1090
Realta Investment Advisors
Delaware
$1.04M -$23.8K -420 -2%
DSA
1091
Droms Strauss Advisors
Missouri
$1.04M -$5.38K -95 -0.5%
FNWM
1092
Financial Network Wealth Management
Utah
$1.04M +$197K +3,485 +24%
HCMT
1093
Highland Capital Management (Tennessee)
Tennessee
$1.03M -$21.2K -375 -2%
LFA
1094
Legacy Financial Advisors
Kentucky
$1.03M +$4.81K +85 +0.5%
CWM
1095
Collaborative Wealth Management
Florida
$1.03M +$1.03M +18,160 New
SFA
1096
Source Financial Advisors
New York
$1.03M +$80.7K +1,425 +9%
CG
1097
Corundum Group
Colorado
$1.02M -$157K -2,775 -13%
CBFP
1098
Cedar Brook Financial Partners
Ohio
$1.02M +$183K +3,230 +22%
SWM
1099
Stockman Wealth Management
Montana
$1.02M
LAM
1100
L2 Asset Management
Massachusetts
$1.02M +$1.02M +17,920 New