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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 %
MI
526
Moneywise Inc
Virginia
$5.14M -$487K -9,260 -9%
PPA
527
Parametric Portfolio Associates
Washington
$5.13M -$526 -10 -0%
CNBTD
528
Citizens National Bank Trust Department
Mississippi
$5.13M +$32.9K +625 +0.6%
GVAG
529
Great Valley Advisor Group
Delaware
$5.13M +$443K +8,420 +9%
TA
530
Tectonic Advisors
Texas
$5.11M -$711K -13,510 -12%
CWM
531
Capital Wealth Management
Rhode Island
$5.09M -$717K -13,635 -12%
LPT
532
Legacy Private Trust
Wisconsin
$5.02M +$229K +4,350 +5%
CWM
533
CCG Wealth Management
California
$5M +$226K +4,305 +5%
BRWA
534
B. Riley Wealth Advisors
Florida
$4.99M +$169K +3,215 +4%
CT
535
Coastline Trust
Rhode Island
$4.96M +$2.63K +50 +0.1%
CCM
536
Canal Capital Management
Virginia
$4.89M +$21K +400 +0.4%
FNBOO
537
First National Bank of Omaha
Nebraska
$4.88M +$697K +13,245 +17%
GWAM
538
Guardian Wealth Advisors (Minnesota)
Minnesota
$4.85M +$115K +2,195 +2%
DWMG
539
DB Wealth Management Group
California
$4.83M +$661K +12,565 +16%
EW
540
Element Wealth
Mississippi
$4.81M +$401K +7,625 +9%
DWT
541
Dorsey & Whitney Trust
South Dakota
$4.81M +$292K +5,555 +6%
EWM
542
EPG Wealth Management
Georgia
$4.72M +$166K +3,155 +4%
PEA
543
Pacific Edge Advisors
California
$4.67M -$65.8K -1,250 -1%
FPW
544
Flagship Private Wealth
Massachusetts
$4.65M -$141K -2,685 -3%
Cerity Partners
545
Cerity Partners
New York
$4.63M -$98.7K -1,875 -2%
GT
546
Glenview Trust
Kentucky
$4.62M -$13.2K -250 -0.3%
PWP
547
Personal Wealth Partners
Minnesota
$4.61M -$218K -4,145 -5%
PFG
548
Pacific Financial Group
Washington
$4.58M +$151K +2,870 +3%
GWMIA
549
Global Wealth Management Investment Advisory
Florida
$4.57M +$484K +9,200 +12%
AWM
550
Altavista Wealth Management
North Carolina
$4.55M -$185K -3,520 -4%
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