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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 Market Value Shares Shares
Change
Shares
Change %
CCFCSB
101
Cape Cod Five Cents Savings Bank
Massachusetts
$64.9M 1,146,330 -7,175 -0.6%
LFS
102
Lutz Financial Services
Nebraska
$64.1M 1,131,340 +7,030 +0.6%
CWM
103
Cahaba Wealth Management
Georgia
$63.7M 1,124,535 +60,365 +6%
PA
104
Planning Alternatives
Michigan
$62.5M 1,104,035 +3,470 +0.3%
Comerica Bank
105
Comerica Bank
Texas
$62.2M 1,202,670 +6,540 +0.5%
MAM
106
Madison Asset Management
Wisconsin
$62M 1,094,315 -42,720 -4%
SPIA
107
Steward Partners Investment Advisory
New York
$61.5M 1,085,970 +18,065 +2%
VFA
108
Voya Financial Advisors
Connecticut
$61M 1,078,880 +7,310 +0.7%
PAG
109
Private Advisor Group
New Jersey
$60.8M 1,073,185 -97,545 -8%
SIA
110
Soltis Investment Advisors
Utah
$60.3M 1,064,950 +11,600 +1%
FWM
111
FFT Wealth Management
Pennsylvania
$59.5M 1,050,440 -19,380 -2%
FHA
112
First Horizon Advisors
Tennessee
$59.4M 1,048,935 +23,455 +2%
Bank of Nova Scotia
113
Bank of Nova Scotia
Ontario, Canada
$59.2M 1,045,610 +11,095 +1%
TFO
114
Tarbox Family Office
California
$59.1M 1,044,605 +23,240 +2%
M&T Bank
115
M&T Bank
New York
$58.3M 1,030,030 +10,355 +1%
RMDI
116
R.M. Davis Inc
Maine
$57.3M 1,012,205 +243,500 +32%
AWA
117
Alaska Wealth Advisors
Alaska
$56.9M 1,004,700 +29,910 +3%
DWM
118
Destination Wealth Management
California
$56.8M 1,002,850 +11,150 +1%
KA
119
Klingman & Associates
New York
$56.5M 998,380 +57,415 +6%
Cetera Investment Advisers
120
Cetera Investment Advisers
Illinois
$56.2M 992,920 +24,800 +3%
JSW
121
Journey Strategic Wealth
New Jersey
$56.1M 991,590 +991,590 New
CCWA
122
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$55.1M 973,795 +26,950 +3%
BP
123
Ballentine Partners
Massachusetts
$54.7M 966,620 +475 +0%
CAM
124
Chandler Asset Management
California
$53.1M 938,475 +27,860 +3%
FIB
125
First Interstate Bank
Montana
$53.1M 937,100 +3,650 +0.4%