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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 %
LCOV
451
London Company of Virginia
Virginia
$6.72M +$1.55M +29,410 +30%
BWA
452
Bordeaux Wealth Advisors
California
$6.71M -$102K -1,935 -1%
MAFM
453
Mid Atlantic Financial Management
Pennsylvania
$6.7M -$134K -2,555 -2%
DAS
454
Dynamic Advisor Solutions
Arizona
$6.68M +$254K +4,825 +4%
PMG
455
ProVise Management Group
Florida
$6.67M -$154K -2,920 -2%
WHG
456
Westwood Holdings Group
Texas
$6.64M -$300K -5,710 -4%
NGA
457
Naples Global Advisors
Florida
$6.64M -$97.1K -1,845 -1%
MC
458
Middleton & Co
Massachusetts
$6.61M +$18.9K +360 +0.3%
SSW
459
Smith Shellnut Wilson
Mississippi
$6.57M -$67.3K -1,280 -1%
CIAS
460
Capital Investment Advisory Services
North Carolina
$6.57M +$233K +4,430 +4%
ACM
461
Armbruster Capital Management
New York
$6.55M -$195K -3,700 -3%
HWA
462
Heritage Wealth Advisors
Virginia
$6.54M – – –
KFS
463
Kelly Financial Services
Massachusetts
$6.51M -$1.82B -34,613,770 -100%
CIC
464
Cornercap Investment Counsel
Georgia
$6.5M -$1.02M -19,300 -14%
CFGS
465
Concourse Financial Group Securities
Alabama
$6.48M -$30.3K -575 -0.5%
KPCM
466
Kings Point Capital Management
New York
$6.44M -$182K -3,450 -3%
PWW
467
Pettyjohn Wood & White
Virginia
$6.43M +$26.6K +505 +0.4%
MIAN
468
Mariner Independent Advisor Network
Kansas
$6.41M +$417K +7,895 +7%
FWM
469
ForthRight Wealth Management
Georgia
$6.36M +$207K +3,940 +3%
TFCP
470
Twin Focus Capital Partners
Massachusetts
$6.3M -$68.4K -1,300 -1%
DJYG
471
David J. Yvars Group
Florida
$6.3M -$47K -880 -0.7%
FWM
472
Frontier Wealth Management
Missouri
$6.24M -$8.42K -160 -0.1%
ZIM
473
Zacks Investment Management
Illinois
$6.21M +$310K +5,900 +5%
ASN
474
Advisory Services Network
Georgia
$6.21M +$1.21M +22,915 +24%
OFG
475
Omega Financial Group
California
$6.2M +$1.05M +19,965 +20%
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