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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 %
PCM
526
Parsons Capital Management
Rhode Island
$5.4M +$471K +8,765 +10%
SWA
527
SOA Wealth Advisors
New York
$5.4M -$307K -5,715 -5%
APSP
528
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.36M -$41.9K -780 -0.8%
WPW
529
Waldron Private Wealth
Pennsylvania
$5.33M +$583K +10,840 +12%
CCT
530
Country Club Trust
Missouri
$5.3M +$275K +5,110 +5%
LCOV
531
London Company of Virginia
Virginia
$5.28M +$1.14M +21,270 +28%
OFG
532
Omega Financial Group
California
$5.26M +$356K +6,625 +7%
CWM
533
Cornerstone Wealth Management
Missouri
$5.25M +$865K +16,095 +20%
PPA
534
Parametric Portfolio Associates
Washington
$5.24M +$228K +4,245 +5%
VFP
535
Verus Financial Partners
Virginia
$5.24M -$197K -3,740 -4%
CNBTD
536
Citizens National Bank Trust Department
Mississippi
$5.21M +$9.41K +175 +0.2%
GFS
537
GYL Financial Synergies
Connecticut
$5.21M +$84.9K +1,580 +2%
ASN
538
Advisory Services Network
Georgia
$5.11M +$278K +5,175 +6%
CW
539
CreativeOne Wealth
Kansas
$5.08M +$2.14M +39,780 +73%
DC
540
Davenport & Co
Virginia
$5.07M +$332K +6,185 +7%
CT
541
Coastline Trust
Rhode Island
$5.07M -$53.8K -1,000 -1%
FI
542
Financial Insights
Washington
$5.05M -$416K -775 -8%
SFS
543
Sowell Financial Services
Arkansas
$4.98M -$2.73M -50,745 -35%
CCM
544
Canal Capital Management
Virginia
$4.98M -$30.1K -560 -0.6%
SXL
545
Summit X LLC
Missouri
$4.97M +$186K +3,480 +4%
PWP
546
Personal Wealth Partners
Minnesota
$4.93M -$319K -5,930 -6%
KWM
547
Kingsview Wealth Management
Oregon
$4.92M +$183K +3,380 +4%
BRWA
548
B. Riley Wealth Advisors
Florida
$4.9M -$4.41M -82,285 -47%
LPT
549
Legacy Private Trust
Wisconsin
$4.9M +$519K +9,660 +12%
FPW
550
Flagship Private Wealth
Massachusetts
$4.88M +$56.7K +1,060 +1%
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