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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 %
CWM
551
CCG Wealth Management
California
$4.88M +$299K +5,570 +7%
AWM
552
Altavista Wealth Management
North Carolina
$4.84M -$252K -4,690 -5%
GWAM
553
Guardian Wealth Advisors (Minnesota)
Minnesota
$4.84M +$21.8K +405 +0.5%
PEA
554
Pacific Edge Advisors
California
$4.84M -$167K -3,100 -3%
Cerity Partners
555
Cerity Partners
New York
$4.83M -$169K -3,150 -3%
PWA
556
Physician Wealth Advisors
Utah
$4.8M +$91.5K +1,730 +2%
GVAG
557
Great Valley Advisor Group
Delaware
$4.78M +$2.9M +53,995 +154%
RIA
558
Regal Investment Advisors
Michigan
$4.75M +$1.45M +27,035 +44%
GT
559
Glenview Trust
Kentucky
$4.73M – – –
CFA
560
Cahill Financial Advisors
Minnesota
$4.71M +$267K +4,960 +6%
BBHBI
561
B, B, H, & B Inc
Alabama
$4.7M -$3.34M -62,135 -42%
LWM
562
Lionsbridge Wealth Management
Florida
$4.69M -$227K -4,220 -5%
RWA
563
River Wealth Advisors
Pennsylvania
$4.66M -$9.68K -180 -0.2%
EWM
564
EPG Wealth Management
Georgia
$4.65M +$294K +5,475 +7%
CPA
565
Clear Perspective Advisors
Illinois
$4.64M +$61.8K +1,150 +1%
DWT
566
Dorsey & Whitney Trust
South Dakota
$4.61M +$3.25M +60,520 +239%
FFW
567
Fusion Family Wealth
New York
$4.61M -$392K -7,295 -8%
WA
568
Wealth Alliance
New York
$4.6M -$232K -4,320 -5%
SIM
569
Stratos Investment Management
Ohio
$4.59M +$135K +2,515 +3%
GTAM
570
Global Trust Asset Management
Florida
$4.57M +$67.7K +1,260 +2%
SQA
571
Simon Quick Advisors
New Jersey
$4.55M +$445K +8,280 +11%
GF
572
Gries Financial
Ohio
$4.52M +$11K +205 +0.2%
PFG
573
Pacific Financial Group
Washington
$4.52M +$340K +6,335 +8%
OCM
574
Orion Capital Management
California
$4.51M +$518K +9,640 +13%
EW
575
Element Wealth
Mississippi
$4.5M -$62.1K -1,155 -1%
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