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

1,634 hedge funds and large institutions have $44.6B invested in iShares Core S&P Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 718 increasing their positions, 552 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,634
Holders Change
+3
Holders Change %
+0.18%
% of All Funds
28.7%
Holding in Top 10
276
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-3.5%
% of All Funds
4.85%
New
87
Increased
718
Reduced
552
Closed
56
Calls
$211M
Puts
$6.06M
Net Calls
+$205M
Net Calls Change
+$214M

Top Buyers

1
WANY
Wealthspire Advisors (New York)
New York
+$151M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$122M
3
LPL Financial
LPL Financial
California
+$94.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$57.2M
5
Mariner
Mariner
Kansas
+$50.3M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
-$1.82B
2
RJA
Raymond James & Associates
Florida
-$350M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$224M
4
Wells Fargo
Wells Fargo
California
-$163M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$78.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
251
StrategIQ Financial Group
Indiana
$19.2M +$406K +7,725 +2%
IAN
252
Integrated Advisors Network
Texas
$19M +$2.19M +41,550 +13%
FNT
253
First National Trust
Pennsylvania
$18.9M -$692K -13,155 -4%
BSSFA
254
Baron Silver Stevens Financial Advisors
Florida
$18.9M +$424K +8,055 +2%
KWMG
255
King Wealth Management Group
Florida
$18.9M +$710K +13,500 +4%
SB
256
Simmons Bank
Arkansas
$18.8M +$830K +15,775 +5%
MFM
257
Mirsky Financial Management
New York
$18.6M +$712K +13,540 +4%
FCBT
258
First Citizens Bank & Trust
North Carolina
$18.5M -$1.57M -29,900 -8%
DIP
259
DT Investment Partners
Pennsylvania
$18.3M +$426K +8,100 +2%
WFA
260
West Financial Advisors
Iowa
$18.2M +$629K +11,960 +4%
TPWA
261
TRUE Private Wealth Advisors
Oregon
$18.2M -$4.67M -88,785 -20%
HCA
262
Horan Capital Advisors
Ohio
$18.1M +$512K +9,725 +3%
C
263
Certuity
Florida
$17.7M +$1.69M +32,060 +11%
CC
264
Courier Capital
New York
$17.7M -$95K -1,805 -0.5%
CASB
265
Cape Ann Savings Bank
Massachusetts
$17.4M -$322K -6,125 -2%
DFA
266
DHJJ Financial Advisors
Illinois
$17.4M -$64.5K -1,225 -0.4%
NA
267
Nottingham Advisors
New York
$17.4M -$4.88M -91,945 -22%
CCM
268
Coldstream Capital Management
Washington
$17.1M +$3.1M +65,780 +22%
AFS
269
Aft Forsyth & Sober
Florida
$17M – – –
PIC
270
Platt Investment Counsel
Florida
$16.9M +$184K +3,505 +1%
MW
271
MBL Wealth
North Carolina
$16.9M +$16.9M +321,820 New
MWM
272
MTC Wealth Management
Florida
$16.9M +$857K +16,285 +5%
CIM
273
CIM Investment Management
Pennsylvania
$16.4M -$334K -6,350 -2%
TPCW
274
TD Private Client Wealth
New York
$16.2M +$1.95M +37,115 +14%
CAAS
275
Capital Asset Advisory Services
Michigan
$16.2M +$100K +1,900 +0.6%
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