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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 %
TSWM
1301
Tyler-Stone Wealth Management
Ohio
$566K +$566K +10,005 New
Treasurer of the State of North Carolina
1302
Treasurer of the State of North Carolina
North Carolina
$564K -$921K -16,285 -62%
CP
1303
Capital Planning
Washington
$561K
ATC
1304
Adirondack Trust Company
New York
$560K
MTC
1305
McDaniel Terry & Co
Texas
$560K +$185K +3,260 +49%
RF
1306
Rollins Financial
Georgia
$559K +$559K +9,880 New
CC
1307
Cypress Capital
Tennessee
$557K +$258K +4,555 +86%
FF
1308
FourThought Financial
Florida
$553K
BFA
1309
Bragg Financial Advisors
North Carolina
$553K
AIP
1310
Ahrens Investment Partners
Louisiana
$550K -$3.68K -65 -0.7%
BWP
1311
Baldwin Wealth Partners
Massachusetts
$550K
FPWM
1312
FSB Premier Wealth Management
Iowa
$548K
EP
1313
Edgestream Partners
New Jersey
$548K +$309K +5,455 +129%
MWM
1314
Minot Wealth Management
Massachusetts
$544K +$213K +3,760 +64%
MWM
1315
Maltin Wealth Management
New Jersey
$540K -$8.78K -155 -2%
SC
1316
Saiph Capital
New Jersey
$539K +$539K +9,525 New
MCM
1317
Murphy Capital Management
New Jersey
$539K +$1.13K +20 +0.2%
NCM
1318
NCM Capital Management
New Jersey
$538K +$538K +9,500 New
TI
1319
Tidal Investments
Wisconsin
$536K +$536K +9,475 New
ACA
1320
Atlas Capital Advisors
Wyoming
$534K
GWM
1321
Greenwich Wealth Management
Connecticut
$534K
CWM
1322
Concentric Wealth Management
California
$534K +$12.7K +225 +2%
OR
1323
Olympiad Research
Connecticut
$533K +$97.3K +1,720 +22%
FI
1324
Financial Insights
Washington
$532K
AWA
1325
Alta Wealth Advisors
Massachusetts
$530K +$141K +2,490 +36%