IJH icon

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 %
BO
1426
Bank OZK
Arkansas
$417K +$93.5K +1,650 +29%
FNB
1427
Farmers National Bank
Kentucky
$416K -$2.83K -50 -0.7%
TIAM2
1428
Tru Independence Asset Management 2
Oregon
$416K +$416K +7,360 New
GWM
1429
Gray Wealth Management
Maine
$415K +$9.34K +165 +2%
VCP
1430
Vista Capital Partners
Oregon
$412K -$39.7K -700 -9%
WA
1431
Wealth Architects
California
$412K -$4.53K -80 -1%
MMA
1432
Miracle Mile Advisors
California
$411K +$9.06K +160 +2%
PFBT
1433
Parkside Financial Bank & Trust
Missouri
$409K -$22.1K -390 -5%
AWS
1434
AJ Wealth Strategies
New York
$409K
WIP
1435
WealthCare Investment Partners
Rhode Island
$409K +$409K +7,215 New
JPMIA
1436
J.P. Marvel Investment Advisors
Massachusetts
$407K
Luther King Capital Management (LKCM)
1437
Luther King Capital Management (LKCM)
Texas
$406K -$411K
FWP
1438
Falcon Wealth Planning
California
$406K
LOPW
1439
Live Oak Private Wealth
North Carolina
$405K +$3.11K +55 +0.8%
PCG
1440
Prosperity Consulting Group
Maryland
$405K +$405K +7,630 New
CAMG
1441
CWA Asset Management Group
Florida
$404K +$28.3K +500 +8%
PTC
1442
Philadelphia Trust Company
Pennsylvania
$403K -$28.3K -500 -7%
RW
1443
RVW Wealth
California
$398K
AIP
1444
ARS Investment Partners
New York
$396K
FFA
1445
Freedman Financial Associates
Massachusetts
$396K
GIA
1446
Goodwin Investment Advisory
Georgia
$393K -$1.71K -30 -0.4%
AWM
1447
Abound Wealth Management
Tennessee
$393K +$393K +6,935 New
JWM
1448
JGP Wealth Management
Oregon
$386K +$105K +1,890 +38%
VCAM
1449
Van Cleef Asset Management
Ohio
$384K
MFW
1450
Mosaic Family Wealth
Missouri
$384K