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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 %
NNP
501
Nachman Norwood & Parrott
South Carolina
$5.94M -$71.2K -1,325 -1%
TA
502
Tectonic Advisors
Texas
$5.94M -$67.7K -1,260 -1%
CWM
503
Capital Wealth Management
Rhode Island
$5.94M +$107K +1,985 +2%
NCM
504
Novare Capital Management
North Carolina
$5.93M -$169K -3,150 -3%
FC
505
FCA Corp
Texas
$5.88M -$218K -4,060 -4%
SSWM
506
Sheets Smith Wealth Management
North Carolina
$5.88M +$24.5K +455 +0.4%
IF
507
Intrua Financial
Texas
$5.87M +$37.2K +680 +0.6%
CTA
508
Colonial Trust Advisors
South Carolina
$5.85M +$99.4K +1,850 +2%
CSA
509
Cottage Street Advisors
Massachusetts
$5.84M -$26.9K -500 -0.5%
PGFC
510
Peapack-Gladstone Financial Corp
New Jersey
$5.8M -$351K -6,525 -6%
PAM
511
Private Asset Management
California
$5.78M -$100K -1,860 -2%
CIR
512
Clear Investment Research
Georgia
$5.77M +$10.5K +195 +0.2%
MI
513
Moneywise Inc
Virginia
$5.75M -$765K -14,240 -12%
WCM
514
Washburn Capital Management
Florida
$5.72M +$627K +11,675 +12%
BCM
515
Boltwood Capital Management
California
$5.71M -$22.8K -425 -0.4%
VVP
516
Venture Visionary Partners
Ohio
$5.71M +$128K +2,375 +2%
PCM
517
Pennsylvania Capital Management
Pennsylvania
$5.7M +$839K +15,555 +17%
PTC
518
Private Trust Company
Ohio
$5.7M +$286K +5,325 +5%
LF
519
LifeSteps Financial
California
$5.63M +$61.8K +1,150 +1%
KPWG
520
KFA Private Wealth Group
Virginia
$5.62M -$1.65M -30,750 -23%
SFA
521
Sequoia Financial Advisors
Ohio
$5.62M +$636K +11,840 +13%
TPSF
522
Texas Permanent School Fund
Texas
$5.62M +$2.61M +48,625 +87%
TCM
523
Telos Capital Management
California
$5.56M -$272K -5,055 -5%
AWAP
524
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$5.51M +$231K +4,290 +4%
PFA
525
Pure Financial Advisors
California
$5.4M -$234K -4,355 -4%
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