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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 %
BAM
801
Belpointe Asset Management
Nevada
$2.42M +$1.81M +32,030 +300%
NB
802
NBT Bank
New York
$2.42M -$127K -2,235 -5%
WAOI
803
Wealth Advisors of Iowa
Iowa
$2.42M -$191K -3,370 -7%
TGAM
804
TBH Global Asset Management
Tennessee
$2.39M +$23.5K +415 +1%
BONH
805
Bank of New Hampshire
New Hampshire
$2.38M +$128K +2,265 +6%
STA
806
Summit Trail Advisors
New York
$2.38M -$95.4K -1,685 -4%
PRWA
807
Platte River Wealth Advisors
Colorado
$2.37M -$105K -1,880 -4%
BWL
808
Bogart Wealth LLC
Virginia
$2.35M -$5.1K -90 -0.2%
VOYA Investment Management
809
VOYA Investment Management
Georgia
$2.3M -$854K -15,070 -27%
AT
810
Arvest Trust
Oklahoma
$2.3M +$2.3M +40,600 New
MFC
811
Morris Financial Concepts
South Carolina
$2.3M +$2.3M +40,610 New
PA
812
Parallel Advisors
California
$2.29M -$90.3K -1,595 -4%
BHBT
813
Burke & Herbert Bank & Trust
Virginia
$2.28M +$5.38K +95 +0.2%
PAI
814
Pittenger & Anderson Inc
Nebraska
$2.28M +$998K +17,625 +78%
JCM
815
Jacobi Capital Management
Pennsylvania
$2.28M +$1.42M +25,150 +166%
EFL
816
ERn Financial LLC
Wisconsin
$2.28M -$174K -3,070 -7%
E
817
ETFidea
New York
$2.28M +$2.28M +40,230 New
FSWA
818
Financial Synergies Wealth Advisors
Texas
$2.27M +$12.2K +215 +0.5%
AWMG
819
Alliance Wealth Management Group
New Jersey
$2.26M +$56.3K +995 +3%
HCM
820
Hengehold Capital Management
Ohio
$2.25M +$787K +13,910 +54%
SWM
821
SigFig Wealth Management
California
$2.24M +$794K +13,980 +55%
IAS
822
Investment Advisory Services
Texas
$2.24M +$374K +6,600 +20%
BWM
823
BerganKDV Wealth Management
Minnesota
$2.23M +$1.7K +30 +0.1%
RRC
824
Relaxing Retirement Coach
Massachusetts
$2.23M -$52.1K -920 -2%
BWCS
825
Beirne Wealth Consulting Services
Connecticut
$2.23M +$88.2K +1,550 +4%
31 32
33
34 35