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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 %
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$29.7M +$29.7M +523,935 New
AFA
202
American Financial Advisors
Georgia
$29.6M -$11.9K -210 -0%
PFM
203
Parsec Financial Management
North Carolina
$29.4M -$540K -9,535 -2%
SPC
204
Sigma Planning Corp
Michigan
$28.3M +$2.78M +49,040 +11%
CTA
205
Chesley Taft & Associates
Illinois
$28.1M -$71.6K -1,265 -0.3%
CA
206
Crewe Advisors
Utah
$28.1M +$1.53M +26,950 +6%
SL
207
Salomon & Ludwin
Virginia
$28M -$380K -6,720 -1%
1832 Asset Management
208
1832 Asset Management
Ontario, Canada
$27.7M -$126K -2,200 -0.5%
AF
209
Affiance Financial
Minnesota
$27.3M -$80.4K -1,420 -0.3%
DT
210
Diversified Trust
Tennessee
$26.9M +$2.38M +42,110 +10%
Citigroup
211
Citigroup
New York
$26.9M -$5.4M -95,440 -17%
IWC
212
Integrated Wealth Concepts
Massachusetts
$26.5M -$683K -12,065 -3%
PP
213
PDS Planning
Ohio
$26.4M +$4.13M +73,015 +19%
PGA
214
Portland Global Advisors
Maine
$26.1M +$2.79M +49,265 +12%
FAG
215
Financial Advisory Group
Texas
$26M -$4.81K -85 -0%
VCM
216
Verde Capital Management
Michigan
$25.9M +$1.5M +26,570 +6%
CA
217
Clearstead Advisors
Ohio
$25.6M -$1.02M -17,975 -4%
GL
218
Graypoint LLC
New York
$25.6M +$3.17M +56,030 +14%
BHWM
219
Bar Harbor Wealth Management
New Hampshire
$25.5M +$355K +6,270 +1%
CA
220
Cetera Advisors
Colorado
$25.5M +$467K +8,250 +2%
VCM
221
Vision Capital Management
Oregon
$25.4M +$290K +5,125 +1%
FBB
222
Fulton Breakefield Broenniman
Maryland
$25.3M +$556K +9,820 +2%
CI
223
Conning Inc
Connecticut
$25.2M +$96.5K +1,705 +0.4%
TC
224
Trilogy Capital
California
$25.2M +$8.78K +155 +0%
MGIA
225
Moneta Group Investment Advisors
Missouri
$24.8M +$1.35M +23,765 +6%