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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 %
SWM
1176
SFG Wealth Management
Maryland
$808K +$808K +14,275 New
WPC
1177
Wedmont Private Capital
Pennsylvania
$806K +$806K +14,490 New
CL
1178
CPWM LLC
Washington
$805K – – –
CGPCS
1179
Capital Group Private Client Services
California
$805K +$5.94K +105 +0.7%
SDWMA
1180
Schneider Downs Wealth Management Advisors
Pennsylvania
$803K +$13.3K +235 +2%
CPSC
1181
Carl P. Sherr & Co
Massachusetts
$799K – – –
RSS
1182
Rosenblum Silverman Sutton
California
$799K +$194K +3,435 +32%
LC
1183
Lincoln Capital
Nebraska
$798K +$39.6K +700 +5%
GPA
1184
Garrison Point Advisors
California
$797K – – –
SWM
1185
SeaCrest Wealth Management
New York
$791K +$38.8K +685 +5%
BA
1186
Bridge Advisory
California
$791K +$43K +760 +6%
BWG
1187
Beta Wealth Group
California
$789K – – –
MSCM
1188
McElhenny Sheffield Capital Management
Texas
$786K -$116K -2,055 -13%
AUB
1189
Atlantic Union Bankshares
Virginia
$784K +$286K +5,060 +58%
JFG
1190
JMG Financial Group
Illinois
$782K – – –
LWANC
1191
Laurel Wealth Advisors (North Carolina)
North Carolina
$782K – – –
FPCG
1192
Fort Pitt Capital Group
Pennsylvania
$771K +$89.2K +1,575 +13%
GAM
1193
Gemmer Asset Management
California
$768K -$11.9K -210 -2%
CWC
1194
Carolinas Wealth Consulting
North Carolina
$764K +$7.92K +140 +1%
FPGK
1195
Financial Partners Group (Kansas)
Kansas
$763K +$10.8K +205 +1%
AMM
1196
American Money Management
California
$762K +$1.13K +20 +0.1%
AF
1197
Alerus Financial
North Dakota
$752K – – –
CWM
1198
Chemistry Wealth Management
New York
$752K +$752K +13,275 New
NLP
1199
Next Level Private
New York
$752K +$752K +13,275 New
SC
1200
Sepio Capital
Utah
$748K – – –
46 47
48
49 50