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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 %
RPC
601
Rossmore Private Capital
Connecticut
$3.68M +$151K +2,875 +4%
CPA
602
Clear Perspective Advisors
Illinois
$3.67M -$866K -16,455 -19%
APA
603
American Portfolios Advisors
New York
$3.67M +$294K +5,590 +9%
MYIA
604
Mount Yale Investment Advisors
Colorado
$3.67M +$479K +9,095 +15%
CAM
605
Campion Asset Management
Virginia
$3.66M -$739K -14,050 -17%
PCM
606
Perritt Capital Management
Illinois
$3.66M +$55.5K +1,055 +2%
CHC
607
City Holding Co
West Virginia
$3.66M +$207K +3,940 +6%
HPWM
608
Highland Private Wealth Management
Washington
$3.65M +$779K +14,805 +27%
Susquehanna International Group
609
Susquehanna International Group
Pennsylvania
$3.64M -$78.1K -1,485 -2%
EFS
610
Essex Financial Services
Connecticut
$3.64M +$711K +13,510 +24%
BC
611
Bartlett & Co
Ohio
$3.61M +$339K +6,435 +10%
BCWM
612
Bartlett & Co Wealth Management
Ohio
$3.6M +$339K +6,435 +10%
BFO
613
Boston Family Office
Massachusetts
$3.59M +$406K +7,710 +13%
NEAM
614
New England Asset Management
Connecticut
$3.55M – – –
FCA
615
FLC Capital Advisors
California
$3.54M -$73.9K -1,405 -2%
MP
616
McDonald Partners
Ohio
$3.53M +$70.8K +1,345 +2%
HWM
617
HighMark Wealth Management
Minnesota
$3.52M +$73.1K +1,390 +2%
NOI
618
Newton One Investments
Delaware
$3.51M -$56.3K -1,070 -2%
BSW
619
Buckingham Strategic Wealth
Missouri
$3.49M +$57.6K +1,095 +2%
GP
620
Geneva Partners
Wisconsin
$3.47M -$203K -3,855 -6%
TA
621
TruWealth Advisors
Louisiana
$3.45M +$56K +1,065 +2%
AFS
622
Annapolis Financial Services
Maryland
$3.43M – – –
CBT
623
Central Bank & Trust
Kentucky
$3.43M -$526 -10 -0%
FTC
624
Farmers Trust Company
Ohio
$3.43M -$27.3K -510 -0.8%
AC
625
Alexandria Capital
Virginia
$3.43M -$6.84K -130 -0.2%
23 24
25
26 27