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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 %
CDH
1551
Charles D. Hyman
$297K
B
1552
Bellecapital
Switzerland
$297K
TLFA
1553
True Link Financial Advisors
California
$296K
FM
1554
Foster & Motley
Ohio
$296K
KP
1555
Keel Point
Alabama
$296K +$28.6K +505 +11%
FCFC
1556
First Citizens Financial Corp
Iowa
$294K -$64.2K -1,135 -18%
CPSAC
1557
Chas P. Smith & Associates (CPS)
Florida
$292K +$849 +15 +0.3%
CAM
1558
Crestone Asset Management
Colorado
$292K +$292K +5,150 New
ACA
1559
Affinity Capital Advisors
California
$291K -$32.8K -580 -10%
TC
1560
Trust Company
Kansas
$289K
LWP
1561
Legacy Wealth Planning
Nevada
$288K -$23.2K -410 -7%
PIA
1562
Powell Investment Advisors
Florida
$288K +$1.42K +25 +0.5%
WP
1563
WMS Partners
Maryland
$288K +$13.6K +240 +5%
LC
1564
Lavaca Capital
Texas
$287K
LWCFA
1565
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$286K -$117K -2,075 -29%
AA
1566
Aufman Associates
Pennsylvania
$286K
LWM
1567
Laidlaw Wealth Management
New York
$286K +$286K +5,045 New
WTA
1568
Washington Trust Advisors
Massachusetts
$285K +$285K +5,040 New
NAMP
1569
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$284K
BAM
1570
Bosun Asset Management
Illinois
$283K +$283K +5,000 New
RWA
1571
Redmont Wealth Advisors
Illinois
$283K +$283K +5,000 New
PFG
1572
PAX Financial Group
Texas
$282K +$7.07K +125 +3%
DBIA
1573
Dumont & Blake Investment Advisors
New Jersey
$279K
NP
1574
NorthRock Partners
Minnesota
$274K +$2.26K +40 +0.8%
PO
1575
Private Ocean
California
$272K -$17K -300 -6%