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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 %
SLF
1526
Sun Life Financial
Ontario, Canada
$314K
APW
1527
Aurora Private Wealth
New Jersey
$314K +$1.7K +30 +0.5%
PD
1528
Planning Directions
Pennsylvania
$314K +$19K +335 +6%
CIC
1529
Cutler Investment Counsel
Oregon
$313K +$11K +195 +4%
ANBT
1530
American National Bank & Trust
Texas
$312K
BTW
1531
Boston Trust Walden
Massachusetts
$311K +$311K +5,490 New
CHAM
1532
Clear Harbor Asset Management
Connecticut
$311K +$311K +5,495 New
MWM
1533
Madison Wealth Management
Ohio
$310K -$15.6K -275 -5%
FP
1534
Financial Perspectives
Minnesota
$310K +$283 +5 +0.1%
NSAM
1535
North Star Asset Management
Wisconsin
$309K +$56.7K +1,000 +22%
SCM
1536
Schnieders Capital Management
California
$307K
BBW
1537
Blue Barn Wealth
Utah
$307K +$2.26K +40 +0.7%
GA
1538
Geller Advisors
New York
$306K
CDIA
1539
Capital Directions Investment Advisors
Georgia
$305K
GKWIM
1540
Gerber Kawasaki Wealth & Investment Management
California
$305K +$299K +5,285 +5,033%
AT
1541
American Trust
Kentucky
$305K +$305K +5,380 New
FA
1542
Fermata Advisors
California
$303K -$29.7K -525 -9%
MWA
1543
Monograph Wealth Advisors
California
$303K +$303K +5,350 New
PG
1544
Proffitt & Goodson
Tennessee
$302K
KFI
1545
Key Financial Inc
Pennsylvania
$302K +$7.93K +140 +3%
SWM
1546
Segment Wealth Management
Texas
$302K +$302K +5,340 New
Citadel Advisors
1547
Citadel Advisors
Florida
$301K -$26.7M -471,650 -99%
JC
1548
JB Capital
Connecticut
$300K +$12.5K +220 +4%
AC
1549
Anson Capital
Georgia
$300K +$300K +5,710 New
VWA
1550
Visionary Wealth Advisors
Illinois
$299K +$46.1K +815 +18%