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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 %
HL
651
HeadInvest LLC
Maine
$3.1M -$96.8K -1,840 -3%
ST
652
Spinnaker Trust
Maine
$3.09M +$116K +2,200 +4%
AWM
653
Apollon Wealth Management
South Carolina
$3.08M -$168K -3,200 -5%
FIM
654
Fernwood Investment Management
Massachusetts
$3.08M -$14.7K -280 -0.5%
TPSF
655
Texas Permanent School Fund
Texas
$3.07M -$2.43M -46,125 -44%
HB
656
Homrich & Berg
Georgia
$3.07M +$273K +5,190 +10%
FCB
657
First Command Bank
Texas
$3.05M -$35.5K -675 -1%
FCFS
658
First Command Financial Services
Texas
$3.05M -$35.5K -675 -1%
GSWM
659
Golden State Wealth Management
California
$3.01M +$197K +3,735 +7%
CBN
660
Cadence Bank NA
Texas
$3M +$11.3K +215 +0.4%
CI
661
Cambiar Investors
Colorado
$2.98M +$2.98M +56,605 New
FMW
662
Farr Miller & Washington
District of Columbia
$2.96M +$25.8K +490 +0.9%
AllianceBernstein
663
AllianceBernstein
Tennessee
$2.94M -$16.7M -316,830 -85%
VFA
664
Valeo Financial Advisors
Indiana
$2.94M +$465K +8,845 +19%
VOYA Investment Management
665
VOYA Investment Management
Georgia
$2.93M +$1.22M +23,260 +72%
ATWA
666
Arbor Trust Wealth Advisors
Michigan
$2.92M -$8.42K -160 -0.3%
PG
667
Patten Group
Tennessee
$2.92M -$169K -3,220 -5%
HPC
668
HM Payson & Co
Maine
$2.91M -$121K -2,300 -4%
CIC
669
Carnegie Investment Counsel
Ohio
$2.89M +$395K +7,505 +16%
MCCP
670
Mission Creek Capital Partners
California
$2.88M +$215K +4,060 +8%
GWM
671
Geneos Wealth Management
Colorado
$2.88M -$16K -300 -0.6%
SFG
672
SevenBridge Financial Group
Pennsylvania
$2.86M +$292K +5,550 +11%
PWG
673
Private Wealth Group
Florida
$2.85M +$38.9K +740 +1%
CRC
674
Curi RMB Capital
Illinois
$2.84M +$85.7K +1,630 +3%
VCM
675
Vivaldi Capital Management
Illinois
$2.82M – – –
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