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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 %
RW
1601
REDW Wealth
New Mexico
$259K
SBIA
1602
Sheaff Brock Investment Advisors
Indiana
$259K +$259K +4,580 New
NAMM
1603
NorthStar Asset Management (Massachusetts)
Massachusetts
$258K
GIP
1604
Granite Investment Partners
California
$258K
WAOTB
1605
Wealth Advisors of Tampa Bay
Florida
$258K +$258K +4,550 New
APWA
1606
Atlas Private Wealth Advisors
New Jersey
$257K -$149K -2,625 -37%
OIS
1607
Okabena Investment Services
Minnesota
$257K
RCM
1608
Radnor Capital Management
Pennsylvania
$257K +$257K +4,540 New
HFS
1609
Haverford Financial Services
Pennsylvania
$256K
MAP
1610
Moody Aldrich Partners
Massachusetts
$256K
ACA
1611
Aptus Capital Advisors
Alabama
$256K +$15.3K +270 +6%
ODFS
1612
O'Donnell Financial Services
California
$255K -$220K -4,280 -46%
SSC
1613
Syverson Strege & Co
Iowa
$254K -$30.6K -540 -11%
LJAC
1614
L.J. Altfest & Co
New York
$253K +$1.7K +30 +0.7%
VFPI
1615
Vantage Financial Partners (Illinois)
Illinois
$252K +$26.6K +470 +12%
GWSG
1616
GPS Wealth Strategies Group
Colorado
$252K +$49.6K +875 +25%
SCA
1617
Sandy Cove Advisors
Massachusetts
$251K +$251K +4,430 New
PAM
1618
Premier Asset Management
Illinois
$249K
ZCM
1619
Ziegler Capital Management
Illinois
$247K -$159K -2,815 -39%
GC
1620
Gibson Capital
Pennsylvania
$247K -$8.18K -145 -3%
RBFC
1621
Roman Butler Fullerton & Co
Missouri
$247K
TSW
1622
Thompson Siegel & Walmsley
Virginia
$247K
WAM
1623
WNY Asset Management
New York
$247K +$562 +10 +0.2%
AC
1624
ASB Consultores
Florida
$247K +$247K +4,360 New
VBFG
1625
Vishria Bird Financial Group
Tennessee
$246K