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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 %
HCM
1651
Hall Capital Management
Rhode Island
$223K -$50.7K -895 -19%
PWM
1652
Paulson Wealth Management
Illinois
$223K -$38.4K -680 -15%
AIM
1653
Axiom Investment Management
New York
$223K -$26.8K -475 -11%
DWM
1654
Denver Wealth Management
Colorado
$223K +$223K +3,940 New
First Manhattan
1655
First Manhattan
New York
$221K +$102K +1,795 +85%
AA
1656
Addison Advisors
Vermont
$220K
Select Equity Group
1657
Select Equity Group
New York
$219K +$219K +3,875 New
PIFP
1658
Partners in Financial Planning
Virginia
$219K +$264 +5 +0.1%
WPC
1659
White Pine Capital
Minnesota
$217K +$217K +3,830 New
CCFM
1660
Clear Creek Financial Management
Washington
$216K -$154K -2,725 -42%
FWA
1661
FSC Wealth Advisors
New York
$216K +$216K +3,825 New
EAM
1662
Empirical Asset Management
Massachusetts
$215K +$215K +3,790 New
FRA
1663
Front Row Advisors
California
$214K +$5.1K +90 +2%
SIMG
1664
Sonora Investment Management Group
Arizona
$214K +$214K +3,775 New
VCM
1665
Vigilant Capital Management
Maine
$212K
MHWM
1666
Montz Harcus Wealth Management
Louisiana
$212K +$212K +3,740 New
PTB
1667
Pioneer Trust Bank
Oregon
$212K +$212K +3,750 New
FNBTCON
1668
First National Bank & Trust Co of Newtown
Pennsylvania
$211K -$14.2K -250 -6%
APIM
1669
Agate Pass Investment Management
Washington
$211K +$211K +3,720 New
BWM
1670
BNC Wealth Management
Oregon
$211K +$211K +3,735 New
RA
1671
Riverstone Advisors
Texas
$210K +$210K +3,705 New
IC
1672
Inverness Counsel
New York
$209K
JHCP
1673
Jackson Hole Capital Partners
Oklahoma
$209K +$21.7K +385 +12%
TAM
1674
Taurus Asset Management
New York
$209K +$209K +3,700 New
MCM
1675
Mengis Capital Management
Oregon
$208K +$208K +3,680 New