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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 %
BWM
1151
Birchcreek Wealth Management
Ohio
$859K +$136K +2,410 +19%
YWS
1152
Yarger Wealth Strategies
Ohio
$857K +$857K +15,130 New
LA
1153
LexAurum Advisors
Kansas
$855K -$106K -1,865 -11%
AP
1154
Appleton Partners
Massachusetts
$855K +$92K +1,625 +12%
KF
1155
Krilogy Financial
Missouri
$852K +$147K +2,600 +21%
IAIM
1156
International Assets Investment Management
Florida
$850K +$58.3K +1,030 +7%
NSIM
1157
North Star Investment Management
Illinois
$848K – – –
FA
1158
Fiducient Advisors
Illinois
$846K +$283 +5 +0%
Kovitz Investment Group Partners
1159
Kovitz Investment Group Partners
Illinois
$838K -$5.29K -115 -0.6%
ES
1160
Eagle Strategies
New York
$835K +$835K +14,740 New
PCM
1161
Pointe Capital Management
Michigan
$831K +$27.5K +485 +3%
CMP
1162
Courage Miller Partners
Virginia
$830K -$11K -195 -1%
ZIG
1163
Zullo Investment Group
Pennsylvania
$827K +$827K +14,615 New
MLL
1164
Moody Lynn & Lieberson
Massachusetts
$825K – – –
MA
1165
MONECO Advisors
Connecticut
$823K +$133K +2,540 +19%
PSF
1166
Pacific Sun Financial
California
$822K – – –
FC
1167
Financial Consulate
Maryland
$820K +$25.5K +450 +3%
LSPW
1168
Lake Street Private Wealth
Illinois
$820K +$237K +4,180 +41%
WCWM
1169
Willow Creek Wealth Management
California
$819K -$849 -15 -0.1%
PPP
1170
Private Portfolio Partners
New Jersey
$819K +$16.4K +290 +2%
GWM
1171
GDS Wealth Management
Texas
$815K +$815K +14,395 New
WDG
1172
Wealth Dimensions Group
Ohio
$814K -$1.7K -30 -0.2%
GWM
1173
GSB Wealth Management
Connecticut
$813K +$389K +6,865 +92%
GMA
1174
Goldstein Munger & Associates
California
$811K – – –
HA
1175
HFG Advisors
Ohio
$809K +$809K +14,290 New
45 46
47
48 49