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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 %
EWF
601
Epstein & White Financial
California
$4M +$88.7K +1,650 +2%
CL
602
COWA LLC
Oklahoma
$4M +$755K +14,045 +23%
PA
603
PFG Advisors
Arizona
$3.95M -$138K -2,570 -3%
HCC
604
Hirtle Callaghan & Co
Pennsylvania
$3.94M -$505K -9,400 -11%
NL
605
NEPC LLC
Massachusetts
$3.91M +$179K +3,325 +5%
NEPWA
606
New England Private Wealth Advisors
Massachusetts
$3.9M +$10.5K +195 +0.3%
AC
607
Alley Company
Illinois
$3.9M +$164K +3,045 +4%
FSG
608
Financial Strategies Group
Michigan
$3.9M -$71.2K -1,325 -2%
KLI
609
Kelman-Lazarov Inc
Tennessee
$3.88M -$613K -11,400 -14%
BFS
610
Bard Financial Services
Connecticut
$3.88M -$67.2K -1,250 -2%
RVPG
611
Relative Value Partners Group
$3.87M +$1.42M +26,485 +58%
BHIA
612
Birch Hill Investment Advisors
Massachusetts
$3.87M +$56.2K +1,045 +1%
AI
613
Atria Investments
North Carolina
$3.85M -$372K -6,930 -9%
MWM
614
Mascoma Wealth Management
New Hampshire
$3.83M +$70.4K +1,310 +2%
SIAP
615
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.82M -$22.1K -250 -0.6%
BIA
616
Bigelow Investment Advisors
Maine
$3.82M +$269 +5 +0%
Susquehanna International Group
617
Susquehanna International Group
Pennsylvania
$3.8M -$2.41M -44,780 -39%
BCMO
618
Buckingham Capital Management (Ohio)
Ohio
$3.79M -$110K -2,050 -3%
MWP
619
Moller Wealth Partners
$3.78M – – –
GP
620
Geneva Partners
Wisconsin
$3.75M +$2.15K +40 +0.1%
BMD
621
Better Money Decisions
New Mexico
$3.74M +$149K +2,775 +4%
PFS
622
Prospera Financial Services
Texas
$3.69M +$139K +2,590 +4%
FCA
623
FLC Capital Advisors
California
$3.69M -$593K -11,035 -14%
PCM
624
Perritt Capital Management
Illinois
$3.68M +$122K +2,275 +3%
AF
625
Allworth Financial
California
$3.67M +$2.29M +42,610 +167%
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