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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

1,631 hedge funds and large institutions have $45.8B invested in iShares Core S&P Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 697 increasing their positions, 590 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,631
Holders Change
+20
Holders Change %
+1.24%
% of All Funds
28.47%
Holding in Top 10
286
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.72%
% of All Funds
4.99%
New
103
Increased
697
Reduced
590
Closed
60
Calls
$28.6M
Puts
$37.8M
Net Calls
-$9.19M
Net Calls Change
-$743K

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$336M
2
USAA
United Services Automobile Association
Texas
+$333M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$234M
4
HNB
Huntington National Bank
Ohio
+$135M
5
SW
SVB Wealth
Massachusetts
+$120M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$455M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$338M
3
Osaic Holdings
Osaic Holdings
Arizona
-$187M
4
Wells Fargo
Wells Fargo
California
-$164M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
251
Verde Capital Management
Michigan
$19.8M +$19.8M +368,965 New
SWA
252
Sax Wealth Advisors
New Jersey
$19.6M +$1.3M +24,280 +7%
BAMG
253
Brand Asset Management Group
Missouri
$19.4M +$4.76M +88,495 +32%
PGA
254
Portland Global Advisors
Maine
$19.3M +$1.1M +20,540 +6%
SFG
255
StrategIQ Financial Group
Indiana
$19.2M -$143K -2,655 -0.7%
GL
256
Graypoint LLC
New York
$19M -$26.6M -494,035 -58%
BSSFA
257
Baron Silver Stevens Financial Advisors
Florida
$18.9M +$291K +5,420 +2%
MFA
258
Mayflower Financial Advisors
Massachusetts
$18.7M +$240K +4,465 +1%
PP
259
PDS Planning
Ohio
$18.6M +$3.76M +70,050 +25%
KWMG
260
King Wealth Management Group
Florida
$18.5M +$6.01M +111,750 +48%
LBC
261
Lowe Brockenbrough & Co
Virginia
$18.5M +$3.16M +58,775 +21%
SB
262
Simmons Bank
Arkansas
$18.4M +$4.84K +90 +0%
MFM
263
Mirsky Financial Management
New York
$18.3M +$4.57M +85,105 +33%
DIP
264
DT Investment Partners
Pennsylvania
$18.2M +$299K +5,555 +2%
CASB
265
Cape Ann Savings Bank
Massachusetts
$18.2M -$342K -6,365 -2%
CC
266
Courier Capital
New York
$18.1M +$22.3K +415 +0.1%
WFA
267
West Financial Advisors
Iowa
$18M +$1.37M +25,515 +8%
HCA
268
Horan Capital Advisors
Ohio
$17.9M +$698K +12,995 +4%
PRA
269
Pine Ridge Advisers
New York
$17.9M +$2.28M +42,375 +15%
DFA
270
DHJJ Financial Advisors
Illinois
$17.8M -$247K -4,600 -1%
FCI
271
Financial Counselors Inc
Kansas
$17.5M -$176K -3,275 -1%
AFS
272
Aft Forsyth & Sober
Florida
$17.3M +$560K +10,425 +3%
IAN
273
Integrated Advisors Network
Texas
$17.2M +$3.32M +61,850 +24%
PIC
274
Platt Investment Counsel
Florida
$17.1M -$457K -8,510 -3%
CIM
275
CIM Investment Management
Pennsylvania
$17.1M -$268K -4,985 -2%
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