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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 %
HI
301
Hudock Inc
Pennsylvania
$14.3M +$69.9K +1,300 +0.5%
1SB
302
1ST Source Bank
Indiana
$14.2M +$94.3K +1,755 +0.7%
ACP
303
Arcus Capital Partners
Georgia
$14.1M +$31.7K +590 +0.2%
BCM
304
Brookstone Capital Management
Illinois
$13.9M +$11.4M +214,705 +457%
SMC
305
Smith, Moore & Co
Missouri
$13.9M +$433K +8,060 +3%
WWM
306
Western Wealth Management
Colorado
$13.8M +$1.58M +29,355 +13%
GLLW
307
Graves Light Lenhart Wealth
Virginia
$13.8M +$596K +11,085 +5%
AMG
308
Asset Management Group
Connecticut
$13.8M +$1.88K +35 +0%
LMIM
309
Lockheed Martin Investment Management
Maryland
$13.7M -$8.06M -150,000 -37%
BFM
310
Boston Financial Management
Massachusetts
$13.5M +$32.2K +600 +0.2%
G
311
GenTrust
Florida
$13.5M -$259K -4,825 -2%
LIM
312
Leavell Investment Management
Alabama
$13.4M – – –
NPF
313
Norris Perne & French
Michigan
$13.4M -$52.4K -975 -0.4%
BWP
314
BSW Wealth Partners
Colorado
$13.3M -$1.48M -27,625 -10%
TCOV
315
Trust Company of Vermont
Vermont
$13.2M +$367K +6,830 +3%
OPS
316
Orion Portfolio Solutions
Nebraska
$13.2M -$334K -6,220 -2%
DCM
317
DeGreen Capital Management
Arizona
$13.1M -$350K -6,505 -3%
B
318
Bailard
California
$13M -$283K -5,260 -2%
WAG
319
Winthrop Advisory Group
Massachusetts
$13M +$1.01M +18,880 +8%
AAS
320
Avantax Advisory Services
Texas
$12.8M +$584K +10,855 +5%
NC
321
NewSquare Capital
Pennsylvania
$12.6M +$216K +4,025 +2%
CWA
322
Core Wealth Advisors
Florida
$12.5M -$239K -4,445 -2%
PI
323
Pachira Investments
California
$12.4M -$606K -11,275 -5%
DWA
324
Divergent Wealth Advisors
Utah
$12.3M +$51.3K +955 +0.4%
SG
325
StoneX Group
New York
$12.2M +$1.43M +26,640 +13%
11 12
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