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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 %
WH
326
Whitcomb & Hess
Ohio
$12.2M +$12.2M +227,530 New
VFIC
327
Valley Forge Investment Consultants
Pennsylvania
$12.2M +$2.77M +51,530 +29%
AWM
328
AAF Wealth Management
Massachusetts
$12.1M +$265K +4,935 +2%
WWM
329
Windsor Wealth Management
Indiana
$12M +$467K +8,695 +4%
CGA
330
Crescent Grove Advisors
Illinois
$12M +$695K +12,940 +6%
N
331
Natixis
France
$11.9M +$1.56M +29,105 +15%
MBT
332
Montecito Bank & Trust
California
$11.8M -$161K -2,995 -1%
TCM
333
Traynor Capital Management
Pennsylvania
$11.7M +$2.02M +37,295 +21%
SAG
334
Spotlight Asset Group
Illinois
$11.7M -$395K -7,350 -3%
OGF
335
Orin Green Financial
California
$11.7M +$97.6K +1,815 +0.8%
NCM
336
Neumann Capital Management
California
$11.6M -$641K -11,920 -5%
P
337
&Partners
Tennessee
$11.5M +$584K +10,870 +5%
ISWM
338
Independent Solutions Wealth Management
New York
$11.5M -$288K -5,360 -2%
JFGIW
339
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11.4M +$162K +3,005 +1%
FPFS
340
First Personal Financial Services
North Carolina
$11.4M -$346K -6,430 -3%
CB
341
Community Bank
New York
$11.3M -$343K -6,385 -3%
QI
342
QS Investors
New York
$11.3M -$283K -5,265 -2%
WS
343
Wela Strategies
Georgia
$11.3M -$106K -1,965 -0.9%
GIA
344
Gladstone Institutional Advisory
Florida
$11.2M +$397K +7,395 +4%
EBT
345
Enterprise Bank & Trust
Massachusetts
$11.2M +$2.05M +38,065 +22%
FMN
346
Financial Management Network
California
$11.2M -$271K -5,010 -2%
AIP
347
Ameritas Investment Partners
Nebraska
$11.1M -$3.77M -70,210 -25%
NAM
348
NTV Asset Management
West Virginia
$11.1M +$69.3K +1,290 +0.6%
IF
349
Ironwood Financial
Arizona
$11M +$642K +11,950 +6%
PBO
350
Peoples Bank (Ohio)
Ohio
$11M -$271K -5,040 -2%
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