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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 %
AIM
1351
Aspen Investment Management
Michigan
$507K +$507K +8,960 New
EWM
1352
Executive Wealth Management
Michigan
$506K +$53.8K +950 +12%
EBA
1353
Eagle Bay Advisors
New York
$505K +$347K +6,135 +220%
TFP
1354
Tilia Fiduciary Partners
North Carolina
$505K +$505K +8,925 New
AL
1355
ADE LLC
Maryland
$503K +$161K +2,835 +47%
CAM
1356
Carret Asset Management
New York
$502K -$27.7K -490 -5%
BFA
1357
Bill Few Associates
Pennsylvania
$501K +$501K +8,845 New
SFP
1358
Strategic Financial Partners
Oregon
$500K
BNP Paribas Financial Markets
1359
BNP Paribas Financial Markets
France
$500K -$8.49K -150 -2%
DI
1360
DAGCO Inc
Ohio
$498K
WAL
1361
W Advisors LLC
Tennessee
$496K +$496K +8,765 New
FFA
1362
Founders Financial Alliance
North Carolina
$494K -$2.83K -50 -0.6%
TTWM
1363
TCV Trust & Wealth Management
Virginia
$492K -$2.83K -50 -0.6%
ZCA
1364
Zeke Capital Advisors
Pennsylvania
$491K +$491K +8,680 New
NPP
1365
New Potomac Partners
Maryland
$488K +$3.4K +60 +0.7%
EWM
1366
Echo Wealth Management
Minnesota
$483K -$38K -685 -7%
MAC
1367
Mason & Associates (California)
California
$483K +$483K +8,540 New
CSB
1368
City State Bank
Iowa
$481K +$481K +8,495 New
SLG
1369
Stanley-Laman Group
Pennsylvania
$479K -$24.4K -430 -5%
HFAS
1370
Hummer Financial Advisory Services
Illinois
$479K
CSWM
1371
Cassady Schiller Wealth Management
Ohio
$478K +$478K +8,445 New
DLCIG
1372
D.L. Carlson Investment Group
New Hampshire
$476K
MIC
1373
Meridian Investment Counsel
California
$476K
SRC
1374
Sage Rhino Capital
California
$476K
AFC
1375
Adaptive Financial Consulting
Ohio
$476K +$18.1K +320 +4%