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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
$364M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.9B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$706M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$2.03B
5
Bank of America
Bank of America
North Carolina
$3.3B

Top Sellers

1
HNB
Huntington National Bank
Ohio
$144M
2
WANY
Wealthspire Advisors (New York)
New York
$205M
3
HI
Harbour Investments
Wisconsin
$5.42M
4
HF
HRT Financial
New York
$0
5
MA
MCF Advisors
Kentucky
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SAF
151
Smith Anglin Financial
Texas
$42.6M +$3.16M +55,825 +8%
CAN
152
Cetera Advisor Networks
California
$42.3M +$7.97M +140,780 +23%
SAS
153
Sanford Advisory Services
Michigan
$42.1M +$1.61M +28,390 +4%
SFG
154
Sage Financial Group
Pennsylvania
$41.2M +$2.46M +43,515 +6%
Fiera Capital (Canada)
155
Fiera Capital (Canada)
Quebec, Canada
$40.5M +$493K +8,705 +1%
RWM
156
RKL Wealth Management
Pennsylvania
$39.6M +$1.88M +33,235 +5%
GBT
157
Grove Bank & Trust
Florida
$39.5M +$2.06M +36,335 +5%
CIA
158
Capital Investment Advisors
Georgia
$39.3M -$623K -11,005 -2%
RIS
159
Retirement Income Solutions
Michigan
$39.2M +$16.2M +286,595 +71%
JWA
160
JFS Wealth Advisors
Pennsylvania
$39.2M +$1.58M +27,865 +4%
W
161
Wealthquest
Ohio
$39.2M +$306K +5,405 +0.8%
FSC
162
Full Sail Capital
Oklahoma
$38.5M +$1.45M +27,970 +4%
EWM
163
Evermay Wealth Management
Virginia
$38.4M +$1.22M +21,555 +3%
AWC
164
Abundance Wealth Counselors
Pennsylvania
$38.2M +$38.2M +674,160 New
WPA
165
West Paces Advisors
Georgia
$37.5M +$1.77M +31,190 +5%
SPP
166
Single Point Partners
Massachusetts
$37.1M +$37.1M +654,780 New
BWA
167
BDO Wealth Advisors
Florida
$36.9M +$89.7K +1,585 +0.2%
Natixis Advisors
168
Natixis Advisors
Massachusetts
$36.6M +$14.3M +251,905 +64%
T
169
TrueFG
Texas
$36M +$496K +8,765 +1%
SFS
170
Summit Financial Strategies
Ohio
$35.8M -$329K -5,815 -0.9%
TF
171
TimeScale Financial
Massachusetts
$35.8M +$140K +2,480 +0.4%
CPIG
172
Chicago Partners Investment Group
Illinois
$35.5M +$586K +11,140 +2%
PSUF
173
People's United Financial
Connecticut
$35.4M -$3.82M -67,500 -10%
RC
174
RegentAtlantic Capital
New Jersey
$35.1M +$3.51M +62,060 +11%
AWE
175
Avidian Wealth Enterprises
Texas
$34.4M +$2.72M +47,955 +9%
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