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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 %
WMA
1576
West Michigan Advisors
Michigan
$272K +$272K +4,800 New
SFP
1577
Sweet Financial Partners
Minnesota
$271K +$271K +4,795 New
TYCC
1578
Texas Yale Capital Corp
Florida
$269K
CWS
1579
Cypress Wealth Services
California
$269K +$2.83K +50 +1%
HFS
1580
Heritage Financial Services
Massachusetts
$269K +$269K +4,755 New
HBT
1581
Hills Bank & Trust
Iowa
$268K -$212K -3,755 -44%
CPIA
1582
Cornell Pochily Investment Advisors
New York
$268K -$12.5K -220 -4%
SSWM
1583
Smith Salley Wealth Management
North Carolina
$268K +$28.3K +500 +12%
ZIG
1584
Zuckerman Investment Group
Illinois
$268K +$37.4K +660 +16%
CA
1585
Carson Advisory
Georgia
$268K +$268K +4,740 New
DSAM
1586
Dock Street Asset Management
Florida
$267K -$52.4K -925 -16%
NF
1587
NTB Financial
Colorado
$267K +$267K +4,710 New
TWM
1588
Tradition Wealth Management
Minnesota
$266K +$66.4K +1,175 +33%
KC
1589
Kenfarb & Co
Kentucky
$266K +$266K +4,700 New
ORC
1590
O'Rourke & Company
Massachusetts
$266K +$266K +4,705 New
NFSG
1591
Newbridge Financial Services Group
Florida
$264K +$151K +2,670 +134%
NB
1592
Nicolet Bankshares
Wisconsin
$263K
WIA
1593
World Investment Advisors
California
$263K +$263K +4,915 New
VBWMG
1594
Von Berge Wealth Management Group
California
$263K +$263K +5,020 New
SAM
1595
Strategic Asset Management
Minnesota
$262K -$19.8K -350 -7%
WFA
1596
WestHill Financial Advisors
California
$262K +$10.2K +180 +4%
HWM
1597
Horizon Wealth Management
Illinois
$262K +$262K +4,630 New
AMC
1598
Asset Management Corp
Illinois
$261K
SPWM
1599
Schrum Private Wealth Management
Florida
$260K +$260K +4,585 New
RW
1600
REDW Wealth
New Mexico
$259K