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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 %
AL
476
Aspiriant LLC
California
$7.24M +$6.96M +122,990 +2,541%
5L
477
55I LLC
Massachusetts
$7.22M +$1.09M +19,285 +18%
HAS
478
Holland Advisory Services
Florida
$7.21M +$7.21M +127,395 New
PMG
479
ProVise Management Group
Florida
$7.18M +$4.81K +85 +0.1%
SSW
480
Smith Shellnut Wilson
Mississippi
$7.13M +$61.1K +1,080 +0.9%
MC
481
Middleton & Co
Massachusetts
$7.12M +$2.55K +45 +0%
HWA
482
Heritage Wealth Advisors
Virginia
$7.04M – – –
PTC
483
Private Trust Company
Ohio
$7.04M +$1.03M +18,105 +17%
FWM
484
ForthRight Wealth Management
Georgia
$7.01M +$164K +2,900 +2%
JWCA
485
J.W. Cole Advisors
Florida
$6.96M +$6.96M +122,860 New
ACM
486
Armbruster Capital Management
New York
$6.95M -$97.9K -1,730 -1%
CFGS
487
Concourse Financial Group Securities
Alabama
$6.93M -$36.2K -640 -0.5%
CFA
488
Cahill Financial Advisors
Minnesota
$6.93M +$756K +13,345 +12%
RSWM
489
Robertson Stephens Wealth Management
California
$6.91M +$6.04M +106,635 +688%
CWM
490
CCG Wealth Management
California
$6.9M +$1.52M +26,875 +28%
PPA
491
Parametric Portfolio Associates
Washington
$6.89M +$1.36M +24,090 +25%
PWW
492
Pettyjohn Wood & White
Virginia
$6.87M -$49K -865 -0.7%
MF
493
Meridian Financial
Massachusetts
$6.83M +$6.83M +120,650 New
TFCP
494
Twin Focus Capital Partners
Massachusetts
$6.76M -$14.4K -255 -0.2%
DAS
495
Dynamic Advisor Solutions
Arizona
$6.72M -$470K -8,305 -7%
MA
496
Montag & Associates
Georgia
$6.72M +$376K +6,645 +6%
FWM
497
Frontier Wealth Management
Missouri
$6.68M -$28.9K -510 -0.4%
PFA
498
Pettinga Financial Advisors
Indiana
$6.67M -$684K -12,085 -9%
KPWG
499
KFA Private Wealth Group
Virginia
$6.67M +$371K +6,550 +6%
SFG
500
Summit Financial Group
West Virginia
$6.65M +$308K +5,440 +5%
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