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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 %
MBTD
1126
Mechanics Bank - Trust Department
California
$951K – – –
DIA
1127
Dana Investment Advisors
Wisconsin
$950K – – –
OAM
1128
Occidental Asset Management
California
$949K -$72.5K -1,280 -7%
MAS
1129
Madden Advisory Services
Florida
$942K +$1.42K +25 +0.2%
MFT
1130
Moisand Fitzgerald Tamayo
Florida
$939K -$25.2K -445 -3%
JWCA
1131
J.W. Coons Advisors
Ohio
$936K +$31.4K +555 +3%
BC
1132
Bowman & Company
Wisconsin
$934K +$934K +16,530 New
TWM
1133
Titus Wealth Management
California
$929K +$3.96K +70 +0.4%
HBWM
1134
Hollow Brook Wealth Management
New York
$925K +$170K +2,995 +22%
IAG
1135
Investment Advisory Group
Massachusetts
$910K +$910K +17,020 New
GCM
1136
Goldstream Capital Management
Hong Kong
$907K +$907K +16,020 New
VAS
1137
Vestmark Advisory Solutions
Massachusetts
$901K +$849 +15 +0.1%
CS
1138
Credit Suisse
Switzerland
$901K +$166K +2,925 +23%
SIA
1139
SeaBridge Investment Advisors
New Jersey
$897K +$897K +15,850 New
PFA
1140
Pinnacle Family Advisors
Missouri
$893K +$84.6K +1,495 +10%
MPW
1141
Melone Private Wealth
Michigan
$893K +$893K +15,775 New
DACG
1142
Donor Advised Charitable Giving
California
$886K -$55.5K -980 -6%
NFC
1143
Northeast Financial Consultants
Connecticut
$886K +$283 +5 +0%
OPWM
1144
Oakwell Private Wealth Management
Texas
$880K – – –
HWM
1145
Hemington Wealth Management
Virginia
$879K -$26K -565 -3%
EGWAG
1146
Elwood & Goetz Wealth Advisory Group
Georgia
$878K +$68.8K +1,215 +9%
ACM
1147
Advisors Capital Management
New Jersey
$876K +$6.51K +115 +0.7%
MAM
1148
MMA Asset Management
Pennsylvania
$870K -$15.6K -275 -2%
ICG
1149
InterOcean Capital Group
Tennessee
$862K +$30.6K +540 +4%
BWM
1150
Baystate Wealth Management
Massachusetts
$860K +$718K +12,675 +505%
44 45
46
47 48