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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 %
SAM
1376
Summit Asset Management
Tennessee
$474K
SPI
1377
Sutton Place Investors
New York
$474K +$474K +8,380 New
MIAS
1378
Mason Investment Advisory Services
Virginia
$474K +$24.6K +435 +5%
SFG
1379
Sowa Financial Group
Rhode Island
$473K +$49.8K +880 +12%
WFA
1380
Wells Financial Advisors
Massachusetts
$470K +$49K +865 +12%
OBWG
1381
Onyx Bridge Wealth Group
New York
$469K +$33.5K +590 +8%
BST
1382
Bath Savings Trust
Maine
$468K +$7.64K +135 +2%
PGIM
1383
Pacific Global Investment Management
California
$467K
GWANC
1384
Guardian Wealth Advisors (North Carolina)
North Carolina
$467K +$467K +8,240 New
AA
1385
Aire Advisors
California
$467K +$467K +8,270 New
RRCM
1386
Rappaport Reiches Capital Management
Illinois
$467K
FANJ
1387
Financial Architects (New Jersey)
New Jersey
$464K -$24.3K -430 -5%
BBA
1388
BLB&B Advisors
Pennsylvania
$463K -$135K -2,380 -23%
WPP
1389
Whalerock Point Partners
Rhode Island
$462K
JPG
1390
Jordan Park Group
California
$461K
AGA
1391
Arkos Global Advisors
Texas
$458K
WMA
1392
Wealth Management Associates
New Jersey
$458K -$43.6K -770 -9%
C
1393
CEDRUS
Colorado
$458K +$458K +8,085 New
LIA
1394
LS Investment Advisors
Michigan
$455K
BCA
1395
Bay Colony Advisors
Massachusetts
$453K -$1.7K -30 -0.4%
GDP
1396
Great Diamond Partners
Maine
$453K
SC
1397
Sinecera Capital
Texas
$453K +$453K +8,005 New
BFG
1398
Berger Financial Group
Minnesota
$452K +$53.8K +950 +14%
MCA
1399
Martin Capital Advisors
Texas
$452K +$452K +7,975 New
RFWA
1400
RPg Family Wealth Advisory
Massachusetts
$451K -$9.91K -175 -2%