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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 %
HWA
476
Heritage Way Advisors
Illinois
$6.16M +$304K +5,785 +5%
SFP
477
Sterling Financial Planning
New Jersey
$6.15M -$130K -2,480 -2%
MG
478
Mather Group
Illinois
$6.09M -$1.73M -32,885 -22%
FFWA
479
FRG Family Wealth Advisors
Washington
$6M +$19.7K +375 +0.3%
Brown Advisory
480
Brown Advisory
Maryland
$5.99M -$200K -3,810 -3%
IF
481
Intrua Financial
Texas
$5.98M +$103K +1,875 +2%
FC
482
Ferris Capital
Massachusetts
$5.93M +$5.93M +102,795 New
PB
483
Pinnacle Bancorp
Nebraska
$5.91M -$36.3K -690 -0.6%
OSNBOA
484
Old Second National Bank of Aurora
Illinois
$5.91M +$5.91M +112,225 New
SFG
485
Summit Financial Group
West Virginia
$5.9M -$62.6K -1,190 -1%
MA
486
Montag & Associates
Georgia
$5.89M +$27.4K +520 +0.5%
PGFC
487
Peapack-Gladstone Financial Corp
New Jersey
$5.87M +$191K +3,635 +3%
KPWG
488
KFA Private Wealth Group
Virginia
$5.86M +$354K +6,720 +6%
CIR
489
Clear Investment Research
Georgia
$5.83M +$179K +3,410 +3%
DC
490
Davenport & Co
Virginia
$5.82M +$853K +16,220 +17%
CTA
491
Colonial Trust Advisors
South Carolina
$5.81M +$83.7K +1,590 +1%
KWM
492
Kingsview Wealth Management
Oregon
$5.8M +$1.03M +19,555 +22%
SCM
493
SOL Capital Management
Maryland
$5.75M -$145K -2,755 -2%
SSWM
494
Sheets Smith Wealth Management
North Carolina
$5.75M – – –
CFA
495
Cahill Financial Advisors
Minnesota
$5.74M +$1.12M +21,345 +24%
FC
496
FCA Corp
Texas
$5.73M -$29.7K -565 -0.5%
CSA
497
Cottage Street Advisors
Massachusetts
$5.71M – – –
PCM
498
Pennsylvania Capital Management
Pennsylvania
$5.7M -$189K -3,395 -3%
5L
499
55I LLC
Massachusetts
$5.69M +$1.29M +24,435 +29%
RhumbLine Advisers
500
RhumbLine Advisers
Massachusetts
$5.68M -$841K -15,985 -13%
18 19
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