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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

1,611 hedge funds and large institutions have $44.2B invested in iShares Core S&P Mid-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 585 increasing their positions, 669 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,611
Holders Change
+34
Holders Change %
+2.16%
% of All Funds
28.37%
Holding in Top 10
294
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+7.69%
% of All Funds
5.18%
New
114
Increased
585
Reduced
669
Closed
58
Calls
$30.8M
Puts
$39.3M
Net Calls
-$8.44M
Net Calls Change
-$35.3M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$349M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$240M
3
Osaic Holdings
Osaic Holdings
Arizona
+$179M
4
BlackRock
BlackRock
New York
+$123M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$118M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$561M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$127M
3
HNB
Huntington National Bank
Ohio
-$113M
4
GHA
GW Henssler & Associates
Georgia
-$70.5M
5
PI
PFS Investments
Georgia
-$69M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
501
Private Asset Management
California
$5.69M +$196K +3,765 +4%
CSA
502
Cottage Street Advisors
Massachusetts
$5.68M -$91.1K -1,750 -2%
Brown Advisory
503
Brown Advisory
Maryland
$5.68M -$14.1K -270 -0.2%
HFA
504
High Falls Advisors
New York
$5.67M -$5.56M -106,810 -50%
SSWM
505
Sheets Smith Wealth Management
North Carolina
$5.67M +$9.89K +190 +0.2%
MIAN
506
Mariner Independent Advisor Network
Kansas
$5.66M -$695K -13,355 -11%
TCM
507
Telos Capital Management
California
$5.65M -$132K -2,540 -2%
CWM
508
Capital Wealth Management
Rhode Island
$5.65M -$179K -3,440 -3%
CIR
509
Clear Investment Research
Georgia
$5.58M -$355K -6,820 -6%
CTA
510
Colonial Trust Advisors
South Carolina
$5.57M -$109K -2,090 -2%
BCM
511
Boltwood Capital Management
California
$5.56M -$111K -2,125 -2%
SWA
512
SOA Wealth Advisors
New York
$5.53M -$303K -5,820 -5%
PFA
513
Pure Financial Advisors
California
$5.46M -$881K -16,925 -14%
VFP
514
Verus Financial Partners
Virginia
$5.44M -$373K -7,060 -6%
VVP
515
Venture Visionary Partners
Ohio
$5.41M +$1.21M +23,210 +29%
LF
516
LifeSteps Financial
California
$5.39M -$113K -2,180 -2%
CC
517
Cedar Capital
Illinois
$5.37M -$655K -12,590 -11%
ST
518
Spinnaker Trust
Maine
$5.3M +$206K +3,955 +4%
IWAG
519
Integer Wealth Advisors Group
Georgia
$5.24M -$477K -8,955 -8%
PTC
520
Private Trust Company
Ohio
$5.24M -$171K -3,290 -3%
HWA
521
Heritage Way Advisors
Illinois
$5.24M +$105K +2,020 +2%
APSP
522
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.23M -$451K -8,665 -8%
ZIM
523
Zacks Investment Management
Illinois
$5.11M +$227K +4,360 +5%
AWAP
524
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$5.11M +$1.66M +31,820 +48%
PWP
525
Personal Wealth Partners
Minnesota
$5.09M -$3.02M -57,940 -37%
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