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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 %
ZB
176
Zions Bancorporation
Utah
$34.3M -$774K -13,670 -2%
PWLP
177
Prio Wealth Limited Partnership
Massachusetts
$34.3M +$36.2K +640 +0.1%
Rockefeller Capital Management
178
Rockefeller Capital Management
New York
$33.7M +$7.18M +126,850 +27%
WTC
179
WhitTier Trust Company
Nevada
$33.6M +$2.46M +43,385 +8%
BFA
180
Beaumont Financial Advisors
Massachusetts
$33.4M -$787K -13,895 -2%
AWM
181
AE Wealth Management
Kansas
$33.1M +$52.1K +920 +0.2%
PP
182
Pegasus Partners
Wisconsin
$33M -$10.5M -184,655 -24%
RCA
183
Resonant Capital Advisors
Wisconsin
$32.7M +$1.36M +24,090 +4%
CG
184
Colony Group
Massachusetts
$32.5M -$4.52M -79,900 -12%
WSFS
185
Wilmington Savings Fund Society
Delaware
$32M +$173K +3,055 +0.5%
VFPW
186
Vantage Financial Partners (Wisconsin)
Wisconsin
$32M +$32M +565,235 New
CFIA
187
Cantor Fitzgerald Investment Advisors
New York
$32M -$452K -7,980 -1%
JIC
188
Johnson Investment Counsel
Ohio
$31.9M -$292K -5,165 -0.9%
EH
189
Equitable Holdings
New York
$31.7M +$1.42M +25,110 +5%
HG
190
Harbor Group
New Hampshire
$31.3M +$112K +1,985 +0.4%
MFG
191
Magnus Financial Group
New York
$31.3M +$24.6K +435 +0.1%
AF
192
Allworth Financial
California
$31.3M +$25.4M +448,205 +429%
AAS
193
Ameritas Advisory Services
Nebraska
$31.1M +$31.1M +550,045 New
RWB
194
RMR Wealth Builders
New Jersey
$30.5M +$5.08M +89,695 +20%
QCG
195
Quadrant Capital Group
Ohio
$30.5M +$13.1M +231,825 +75%
GW
196
GW & Wade
Massachusetts
$30.4M +$213K +3,760 +0.7%
NEPPG
197
New England Professional Planning Group
Rhode Island
$30.3M +$440K +8,010 +1%
ETS
198
ESL Trust Services
New York
$30.1M -$22.6K -400 -0.1%
CIBC Private Wealth Group
199
CIBC Private Wealth Group
Georgia
$29.9M +$839K +14,820 +3%
DADC
200
D.A. Davidson & Co
Montana
$29.9M +$600K +10,590 +2%