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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

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

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
+$211M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$157M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$137M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$61.8M
5
Bank of America
Bank of America
North Carolina
+$60.8M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$133M
2
WANY
Wealthspire Advisors (New York)
New York
-$125M
3
HI
Harbour Investments
Wisconsin
-$83M
4
HF
HRT Financial
New York
-$46.2M
5
MA
MCF Advisors
Kentucky
-$45.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
376
Principal Financial Group
Iowa
$11.1M +$2.38M +42,000 +27%
GPA
377
Guidance Point Advisors
Massachusetts
$10.9M +$230K +4,045 +2%
LC
378
Lindbrook Capital
California
$10.9M +$10.9M +192,700 New
TC
379
TAP Consulting
Missouri
$10.9M +$501K +8,850 +5%
PPW
380
PACK Private Wealth
Minnesota
$10.9M +$10.9M +192,260 New
BCM
381
Brookstone Capital Management
Illinois
$10.8M -$3.58M -64,410 -25%
PCFFS
382
Pacific Center for Financial Services
California
$10.7M +$268K +4,740 +3%
ISWM
383
Independent Solutions Wealth Management
New York
$10.7M -$181K -3,195 -2%
NAM
384
NorthCrest Asset Manangement
Minnesota
$10.7M +$10.7M +189,070 New
CB
385
Community Bank
New York
$10.7M +$90K +1,590 +0.8%
TC
386
Titleist Capital
Texas
$10.6M +$10.6M +187,905 New
SIC
387
Sterling Investment Counsel
New York
$10.6M +$10.6M +187,480 New
Millennium Management
388
Millennium Management
New York
$10.6M +$2.84M +50,195 +37%
MWM
389
Marietta Wealth Management
Georgia
$10.6M +$201K +3,550 +2%
ANTB
390
AMG National Trust Bank
Colorado
$10.5M +$59.7K +1,055 +0.6%
KPWS
391
Kestra Private Wealth Services
Texas
$10.5M +$2.59M +45,695 +33%
AWM
392
Avior Wealth Management
Nebraska
$10.5M +$206K +3,635 +2%
TCBWMS
393
Texas Capital Bank Wealth Management Services
Texas
$10.5M +$43.3K +765 +0.4%
HR
394
Hardy Reed
Mississippi
$10.4M +$64K +1,130 +0.6%
TC
395
Telemus Capital
Michigan
$10.4M +$189K +3,340 +2%
GC
396
Grimes & Company
Massachusetts
$10.4M -$15K -265 -0.1%
LC
397
LTG Capital
Massachusetts
$10.3M +$10.3M +182,580 New
BWM
398
Boyd Wealth Management
California
$10.3M +$10.3M +181,775 New
CWA
399
Clarity Wealth Advisors
California
$10.3M +$115K +2,040 +1%
William Blair & Company
400
William Blair & Company
Illinois
$10.2M +$1.46M +25,785 +17%
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