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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 %
PAIM
1826
Punch & Associates Investment Management
Minnesota
$8K +$8K +145 New
AIM
1827
AHL Investment Management
Florida
$8K +$8K +150 New
FFG
1828
Ford Financial Group
California
$7.62K -$331 -5,840 -4%
CCP
1829
Clarkston Capital Partners
Michigan
$7K
SL
1830
Savior LLC
Massachusetts
$7K
TFA
1831
Toth Financial Advisory
Virginia
$6K
UFF
1832
USA Financial Formulas
Michigan
$6K +$6K +110 New
AWM
1833
Activest Wealth Management
Florida
$6K +$6K +110 New
CFN
1834
Cordasco Financial Network
Florida
$5K -$10.6K -190 -68%
HFA
1835
HC Financial Advisors
California
$5K
TLCM
1836
Twin Lakes Capital Management
California
$5K +$5K +90 New
RK
1837
Rather & Kittrell
Tennessee
$5K +$5K +105 New
TAM
1838
Tucker Asset Management
Colorado
$4.24K
BBHC
1839
Brown Brothers Harriman & Co
New York
$4.06K
CB
1840
CNB Bank
Pennsylvania
$4K
LWA
1841
Lowe Wealth Advisors
Maryland
$4K
TVWM
1842
Tower View Wealth Management
Wisconsin
$4K
CAM
1843
Close Asset Management
United Kingdom
$4K +$4K +70 New
LWMNY
1844
Landmark Wealth Management (New York)
New York
$4K +$4K +63,935 New
CFG
1845
Claremont Financial Group
California
$3K +$3K +50 New
PWM
1846
Provident Wealth Management
Tennessee
$2K -$9.5K -190 -83%
SIC
1847
SJS Investment Consulting
Ohio
$2K +$2K +35 New
WB
1848
Webster Bank
Connecticut
$1K
ICM
1849
Islay Capital Management
Texas
$1K
HCP
1850
Hexagon Capital Partners
Arkansas
$1K