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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 %
OIA
1451
Optimum Investment Advisors
Illinois
$382K – – –
ACM
1452
Allred Capital Management
Texas
$380K – – –
GWM
1453
Greenhouse Wealth Management
Connecticut
$380K +$2.83K +50 +0.8%
TFGT
1454
TS Financial Group (TSFG)
Illinois
$374K +$36K +635 +11%
DWM
1455
Doyle Wealth Management
Florida
$373K +$35.4K +625 +10%
FA
1456
Faithward Advisors
Pennsylvania
$372K +$4.52K +80 +1%
AWM
1457
Avaii Wealth Management
Wisconsin
$372K +$372K +6,565 New
BWP
1458
Bernardo Wealth Planning
Pennsylvania
$371K – – –
MCM
1459
Mattern Capital Management
Colorado
$370K +$34.8K +615 +10%
ACI
1460
Alpha Cubed Investments
California
$369K – – –
SWM
1461
Sugarloaf Wealth Management
Georgia
$369K +$283 +5 +0.1%
FWSM
1462
First Wilshire Securities Management
California
$368K -$84.9K -1,500 -19%
4WM
1463
4J Wealth Management
Virginia
$368K -$849 -15 -0.2%
STC
1464
Sarah T. Connolly
$367K +$8.5K +150 +2%
ClearBridge Investments
1465
ClearBridge Investments
New York
$366K -$197K -3,475 -35%
SF
1466
SBK Financial
Virginia
$366K +$366K +6,460 New
KA
1467
Kovack Advisors
Florida
$363K -$2.02M -35,610 -85%
SVCP
1468
Silicon Valley Capital Partners
California
$362K -$65K -1,150 -15%
FCH
1469
Freestone Capital Holdings
Washington
$361K +$361K +6,380 New
PCM
1470
Palisade Capital Management
New Jersey
$359K -$26.9K -475 -7%
ACM
1471
Advance Capital Management
Michigan
$359K +$359K +6,335 New
CA
1472
CapWealth Advisors
Tennessee
$358K – – –
EA
1473
Elm Advisors
California
$357K -$11.3K -200 -3%
BCP
1474
Berkeley Capital Partners
Georgia
$357K +$1.41K +25 +0.4%
SIA
1475
SkyView Investment Advisors
New Jersey
$356K -$8.5K -150 -2%
57 58
59
60 61