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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 %
BCM
1751
Blume Capital Management
California
$80K +$7.97K +140 +11%
FPB
1752
First PREMIER Bank
South Dakota
$78K
SCA
1753
Stonebridge Capital Advisors
Minnesota
$77K +$6.46K +115 +9%
SN
1754
Sittner & Nelson
Oregon
$76K
AP
1755
Atwood & Palmer
Missouri
$76K
RBC
1756
Roble Belko & Company
Pennsylvania
$75K -$7.93K -140 -10%
MWA
1757
Moser Wealth Advisors
Washington
$72K
AWM
1758
Accel Wealth Management
Iowa
$71K
TFM
1759
TFC Financial Management
Massachusetts
$71K +$284 +5 +0.4%
CBT
1760
CoreFirst Bank & Trust
Kansas
$58K
CAC
1761
Core Alternative Capital
Georgia
$57K +$57K +1,000 New
FCT
1762
First Community Trust
Iowa
$56.6K +$56.6K +1,000 New
RPCONE
1763
Retirement Planning Company of New England
Rhode Island
$56K +$56K +1,000 New
WPWM
1764
Western Pacific Wealth Management
Illinois
$56K +$56K +1,000 New
PP
1765
PrairieView Partners
Minnesota
$55K
DCM
1766
Dupont Capital Management
Delaware
$54K -$5.4K -95 -9%
DAM
1767
Delta Asset Management
Tennessee
$54K
FFC
1768
First Financial Corp
Indiana
$52K -$3.13K -55 -6%
LPWM
1769
Lake Point Wealth Management
Texas
$52K +$16.6K +295 +47%
ACM
1770
Antonetti Capital Management
Florida
$50K
CP
1771
Corbenic Partners
Pennsylvania
$47K +$39.4K +700 +519%
SWA
1772
Sutton Wealth Advisors
Florida
$43.3K -$4.25K -75 -9%
IBOK
1773
Independence Bank of Kentucky
Kentucky
$42K -$3.36K -60 -7%
BAM
1774
Bellevue Asset Management
Washington
$42K
LFA
1775
Level Financial Advisors
New York
$42K +$42K +735 New