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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 %
NEWAS
1326
N.E.W. Advisory Services
Wisconsin
$527K -$183K -3,235 -26%
NCM
1327
Noesis Capital Mangement
Florida
$527K -$19.8K -350 -4%
AA
1328
Ashford Advisors
New York
$527K
DP
1329
Dearborn Partners
Illinois
$527K +$9.63K +170 +2%
IC
1330
Innealta Capital
Texas
$526K +$58.9K +1,040 +13%
D
1331
Dentgroup
Louisiana
$525K +$525K +9,275 New
MCM
1332
Mitchell Capital Management
Kansas
$524K -$107K -1,895 -17%
CWA
1333
Consilium Wealth Advisory
Texas
$524K +$524K +9,260 New
GEA
1334
Glen Eagle Advisors
New Jersey
$522K +$5.66K +100 +1%
EA
1335
Eudaimonia Advisors
Tennessee
$522K +$522K +9,225 New
SEP
1336
Southland Equity Partners
Missouri
$520K +$8.77K +155 +2%
DTC
1337
Davidson Trust Company
Washington
$518K
FB
1338
First Bancorp
Maine
$517K -$34.8K -615 -6%
SWA
1339
Strategies Wealth Advisors
Michigan
$516K +$516K +9,120 New
FAG
1340
Fortitude Advisory Group
Washington
$516K +$516K +9,105 New
SAM
1341
SP Asset Management
California
$513K +$796 +15 +0.2%
FA
1342
Fountainhead AM
New Jersey
$513K +$21.2K +375 +4%
NL
1343
Navalign LLC
California
$512K -$57.8K -1,020 -10%
GAG
1344
GM Advisory Group
New York
$512K +$185K +3,270 +57%
S
1345
SignatureFD
Georgia
$511K -$50.4K -890 -9%
SNB
1346
Security National Bank
Nebraska
$511K -$30.3K -535 -6%
TT
1347
TI-Trust
Illinois
$509K +$509K +8,990 New
CT
1348
Columbia Trust
Oregon
$508K
IAS
1349
IMA Advisory Services
Colorado
$507K -$1.7K -30 -0.3%
PP
1350
Prosperity Planning
Missouri
$507K