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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 %
TA
1676
TrueWealth Advisors
Alabama
$207K +$207K +3,660 New
MCM
1677
Morton Capital Management
California
$206K +$206K +3,645 New
JWM
1678
Janiczek Wealth Management
Colorado
$206K +$15.3K +270 +8%
CBTWT
1679
Community Bank & Trust (Waco, Texas)
Texas
$206K +$206K +3,630 New
GG
1680
GenWealth Group
New Jersey
$205K -$9.91K -175 -5%
CFA
1681
Camarda Financial Advisors
Florida
$205K +$205K +3,625 New
LG
1682
LaFleur & Godfrey
Michigan
$205K +$205K +3,625 New
NAS
1683
Nicolet Advisory Services
Wisconsin
$204K +$204K +3,610 New
SC
1684
Stephens Consulting
Michigan
$204K +$204K +3,595 New
SMG
1685
Smart Money Group
Texas
$203K +$203K +3,580 New
PSIWM
1686
Paradigm Strategies in Wealth Management
Minnesota
$203K +$203K +3,585 New
AWM
1687
Aries Wealth Management
Maine
$203K +$203K +3,585 New
AB
1688
Atlas Brown
Kentucky
$201K +$201K +3,560 New
PCTC
1689
Perkins Coie Trust Company
Washington
$196K -$9.91K -175 -5%
MIM
1690
MTM Investment Management
South Carolina
$196K -$6.52K -115 -3%
AssetMark Inc
1691
AssetMark Inc
California
$191K +$65.3K +1,150 +52%
WWM
1692
Wagner Wealth Management
South Carolina
$190K – – –
RI
1693
Rinkey Investments
California
$187K +$187K +3,360 New
SMG
1694
Spectrum Management Group
Indiana
$185K -$56.8K -1,005 -23%
CA
1695
Cornerstone Advisory
Maryland
$184K +$184K +3,255 New
QC
1696
Quent Capital
New York
$183K +$183K +3,230 New
RWA
1697
RGT Wealth Advisors
Texas
$182K +$182K +3,215 New
GI
1698
Gradient Investments
Minnesota
$173K +$21.5K +380 +14%
HDIM
1699
Hanson & Doremus Investment Management
Vermont
$171K – – –
MHR
1700
Matthew Hamilton Rosenberg
$170K – – –
66 67
68
69 70