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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 %
TCM
351
Towercrest Capital Management
Pennsylvania
$10.5M +$668K +12,700 +7%
CFA
352
Carroll Financial Associates
North Carolina
$10.5M -$17.9K -340 -0.2%
NFG
353
Next Financial Group
Texas
$10.5M +$705K +13,400 +7%
ST
354
Smithfield Trust
Pennsylvania
$10.4M -$284K -5,395 -3%
EWA
355
Encompass Wealth Advisors
Oregon
$10.3M +$134K +2,540 +1%
RDFA
356
Ritter Daniher Financial Advisory
Ohio
$10.2M +$43.1K +820 +0.4%
UWPG
357
Ullmann Wealth Partners Group
Florida
$10.2M +$846K +16,070 +9%
ISWM
358
Independent Solutions Wealth Management
New York
$10.1M -$1.1M -20,975 -10%
EWM
359
Evercore Wealth Management
New York
$10.1M +$56.8K +1,080 +0.6%
GPA
360
Guidance Point Advisors
Massachusetts
$9.9M +$468K +8,900 +5%
APW
361
Acima Private Wealth
Virginia
$9.86M +$14.7K +280 +0.1%
CB
362
Community Bank
New York
$9.85M -$1.26M -23,935 -11%
CB
363
Commerce Bank
Missouri
$9.82M +$202K +3,830 +2%
First Trust Advisors
364
First Trust Advisors
Illinois
$9.82M +$1.58M +29,950 +19%
JAG
365
Journey Advisory Group
Kentucky
$9.79M -$88.9K -1,690 -0.9%
HH
366
Hilltop Holdings
Texas
$9.76M +$1.98M +37,595 +25%
ANTB
367
AMG National Trust Bank
Colorado
$9.75M +$438K +8,325 +5%
FSA
368
Financial Sense Advisors
California
$9.72M +$9.72M +184,715 New
PCFFS
369
Pacific Center for Financial Services
California
$9.72M +$172K +3,270 +2%
TCBWMS
370
Texas Capital Bank Wealth Management Services
Texas
$9.68M -$118K -2,235 -1%
GC
371
Grimes & Company
Massachusetts
$9.68M +$238K +4,515 +3%
TC
372
TAP Consulting
Missouri
$9.67M +$422K +8,025 +5%
HR
373
Hardy Reed
Mississippi
$9.65M +$45.8K +870 +0.5%
MWM
374
Marietta Wealth Management
Georgia
$9.62M +$418K +7,945 +5%
AWM
375
Avior Wealth Management
Nebraska
$9.58M +$232K +4,405 +2%
13 14
15
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