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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 %
CA
426
Calton & Associates
Florida
$7.83M -$4.61M -85,720 -37%
BCI
427
Brinker Capital Investments
Pennsylvania
$7.83M -$2.21M -41,120 -22%
SLT
428
St Louis Trust
Missouri
$7.78M – – –
EIP
429
Ellis Investment Partners
Pennsylvania
$7.74M +$378K +7,025 +5%
WAOI
430
Wealth Advisors of Iowa
Iowa
$7.68M -$65.5M -1,218,470 -90%
CIC
431
Cornercap Investment Counsel
Georgia
$7.68M +$453K +8,425 +6%
BA
432
Bellwether Advisors
Nebraska
$7.65M +$23.6K +440 +0.3%
OIA
433
OneDigital Investment Advisors
Kansas
$7.61M +$1.55M +28,890 +26%
CWM
434
Curi Wealth Management
North Carolina
$7.6M +$1.7M +31,680 +29%
BBNA
435
Bremer Bank National Association
Minnesota
$7.57M -$35.5K -660 -0.5%
MCWS
436
McKinley Carter Wealth Services
West Virginia
$7.53M +$121K +2,255 +2%
CA
437
Crumly & Associates
Illinois
$7.51M +$910K +16,925 +14%
RWP
438
RWA Wealth Partners
Massachusetts
$7.49M -$37.6K -700 -0.5%
IA
439
IFS Advisors
Kansas
$7.49M +$126K +2,340 +2%
MSA
440
Mason Street Advisors
Wisconsin
$7.47M -$1.67M -31,000 -18%
PP
441
Palladium Partners
Virginia
$7.47M +$50.3K +935 +0.7%
LWA
442
LWS Wealth Advisors
New Jersey
$7.42M -$1.56M -29,105 -17%
GRP
443
Global Retirement Partners
California
$7.4M -$172K -3,195 -2%
BAIA
444
Bel Air Investment Advisors
California
$7.38M -$346K -6,435 -4%
FAIM
445
Financial Advocates Investment Management
Washington
$7.38M +$524K +9,760 +8%
HF
446
Halpern Financial
Virginia
$7.37M -$381K -7,085 -5%
SAM
447
Smithbridge Asset Management
Pennsylvania
$7.36M +$7.14M +132,880 +3,301%
SCA
448
Snowden Capital Advisors
New York
$7.29M -$30.6K -570 -0.4%
FFG
449
Ford Financial Group
California
$7.24M -$17.7K -330 -0.2%
IA
450
IFG Advisory
Georgia
$7.23M +$114K +2,125 +2%
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