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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 %
UBG
651
United Bank (Georgia)
Georgia
$3.38M -$192K -3,570 -5%
UF
652
Univest Financial
Pennsylvania
$3.34M -$95.4K -1,775 -3%
BC
653
Bartlett & Co
Ohio
$3.34M +$330K +6,130 +11%
BCWM
654
Bartlett & Co Wealth Management
Ohio
$3.34M +$329K +6,130 +11%
AWM
655
Apollon Wealth Management
South Carolina
$3.32M +$94.9K +1,765 +3%
PA
656
Pinnacle Associates
New York
$3.32M +$146K +2,715 +5%
ACM
657
AUA Capital Management
Pennsylvania
$3.29M – – –
HL
658
HeadInvest LLC
Maine
$3.27M +$269K +5,005 +9%
BFO
659
Boston Family Office
Massachusetts
$3.26M +$134K +2,500 +4%
MYIA
660
Mount Yale Investment Advisors
Colorado
$3.26M -$8.6K -160 -0.3%
JG
661
Jefferies Group
New York
$3.25M +$530K +9,855 +20%
FA
662
FC Advisory
Pennsylvania
$3.23M +$11.8K +220 +0.4%
SNT
663
Security National Trust
West Virginia
$3.22M -$143K -2,665 -4%
CAG
664
Crestwood Advisors Group
Massachusetts
$3.22M -$40.3K -750 -1%
GSAM
665
Grant Street Asset Management
Pennsylvania
$3.19M +$3.05M +193,285 +2,200%
TPA
666
Trivium Point Advisory
Connecticut
$3.18M +$1.61K +30 +0.1%
FIM
667
Fernwood Investment Management
Massachusetts
$3.16M -$6.72K -125 -0.2%
FCB
668
First Command Bank
Texas
$3.15M -$218K -4,060 -6%
FCFS
669
First Command Financial Services
Texas
$3.15M -$218K -4,060 -6%
PG
670
Patten Group
Tennessee
$3.15M +$77.4K +1,440 +3%
PWM
671
PRW Wealth Management
Massachusetts
$3.15M +$3.15M +58,625 New
WF
672
Welch & Forbes
Massachusetts
$3.14M +$440K +8,185 +16%
GFG
673
Greystone Financial Group
Michigan
$3.12M +$3.12M +58,115 New
LFAS
674
Level Four Advisory Services
Texas
$3.11M -$154K -2,860 -5%
HPC
675
HM Payson & Co
Maine
$3.1M -$36.3K -675 -1%
25 26
27
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