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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 %
CPO
126
Cerity Partners OCIO
New York
$52.6M -$1.3M -23,040 -2%
HSBC Holdings
127
HSBC Holdings
United Kingdom
$52M -$142K -2,510 -0.3%
JFA
128
JNBA Financial Advisors
Minnesota
$51.7M +$2.34M +41,350 +5%
MWM
129
Modera Wealth Management
New Jersey
$51M -$1.56M -27,525 -3%
CAL
130
Capital Analysts LLC
Pennsylvania
$50.6M -$314K -5,545 -0.6%
FMII
131
Farmers & Merchants Investments Inc
Nebraska
$50.4M +$1.45M +25,585 +3%
WI
132
Wintrust Investments
Illinois
$49.9M +$2.46M +43,525 +5%
BSB
133
Bangor Savings Bank
Maine
$49.7M +$1.45M +25,545 +3%
SWP
134
Stratos Wealth Partners
Ohio
$49.6M +$1.7M +29,990 +4%
SWM
135
Spire Wealth Management
Virginia
$48.5M +$467K +8,250 +1%
AA
136
ALPS Advisors
Colorado
$47.9M -$1.18M -20,850 -2%
KAS
137
Kestra Advisory Services
Texas
$46.5M -$9.73M -171,800 -17%
CAI
138
Capital Advisors Inc
Oklahoma
$46.4M +$446K +7,870 +1%
WAP
139
Wealthcare Advisory Partners
Pennsylvania
$45.3M -$5.67M -100,135 -11%
HW
140
Hancock Whitney
Mississippi
$45M +$2.6M +45,875 +6%
GIM
141
Goelzer Investment Management
Indiana
$44.6M +$722K +12,745 +2%
FCAS
142
First Command Advisory Services
Texas
$44.2M +$2.82M +49,725 +7%
LP
143
LGL Partners
Pennsylvania
$44.2M +$16.3M +288,475 +59%
CFG
144
CKW Financial Group
Hawaii
$43.8M +$152K +2,680 +0.3%
COPPSERS
145
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$43.8M +$7.77M +137,220 +22%
BOS
146
Bank of Stockton
California
$43.7M +$276K +4,870 +0.6%
HFS
147
HBC Financial Services
Washington
$43.7M -$1.62M -28,655 -4%
Lazard Asset Management
148
Lazard Asset Management
New York
$43.7M +$366K +6,465 +0.8%
FBFS
149
First Business Financial Services
Wisconsin
$43.6M +$220K +3,880 +0.5%
Charles Schwab
150
Charles Schwab
California
$42.9M -$959K -16,940 -2%