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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

1,611 hedge funds and large institutions have $44.2B invested in iShares Core S&P Mid-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 585 increasing their positions, 669 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,611
Holders Change
+34
Holders Change %
+2.16%
% of All Funds
28.37%
Holding in Top 10
294
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+7.69%
% of All Funds
5.18%
New
114
Increased
585
Reduced
669
Closed
58
Calls
$30.8M
Puts
$39.3M
Net Calls
-$8.44M
Net Calls Change
-$35.3M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$349M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$240M
3
Osaic Holdings
Osaic Holdings
Arizona
+$179M
4
BlackRock
BlackRock
New York
+$123M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$118M

Top Sellers

1
FCAS
First Command Advisory Services
Texas
-$561M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$127M
3
HNB
Huntington National Bank
Ohio
-$113M
4
GHA
GW Henssler & Associates
Georgia
-$70.5M
5
PI
PFS Investments
Georgia
-$69M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
676
Bartlett & Co
Ohio
$2.91M +$795K +15,265 +38%
BCWM
677
Bartlett & Co Wealth Management
Ohio
$2.91M +$795K +15,265 +38%
TPSF
678
Texas Permanent School Fund
Texas
$2.91M +$1.86M +35,770 +178%
HL
679
HeadInvest LLC
Maine
$2.9M +$95K +1,825 +3%
EFS
680
Essex Financial Services
Connecticut
$2.89M +$318K +6,115 +12%
SWM
681
SigFig Wealth Management
California
$2.87M +$2.29M +43,990 +398%
HPWM
682
Highland Private Wealth Management
Washington
$2.86M -$109K -2,100 -4%
CW
683
CreativeOne Wealth
Kansas
$2.85M -$680K -13,060 -19%
AA
684
Advisory Alpha
Michigan
$2.82M -$61.4K -1,180 -2%
DFA
685
Delta Financial Advisors
Louisiana
$2.82M – – –
ECG
686
Edge Capital Group
Georgia
$2.79M -$253K -4,860 -8%
KW
687
KWB Wealth
California
$2.78M -$577K -11,085 -17%
PAS
688
Park Avenue Securities
New York
$2.78M -$146K -2,800 -5%
HB
689
Homrich & Berg
Georgia
$2.77M +$469K +9,000 +20%
CI
690
Cavalier Investments
Georgia
$2.77M -$232K -4,465 -8%
CBB
691
Citizens Business Bank
California
$2.74M +$260 +5 +0%
CL
692
COWA LLC
Oklahoma
$2.74M +$908K +19,970 +50%
CRC
693
Curi RMB Capital
Illinois
$2.73M – – –
FMW
694
Farr Miller & Washington
District of Columbia
$2.72M +$78.3K +1,505 +3%
5L
695
55I LLC
Massachusetts
$2.69M +$1.2M +23,035 +80%
BA
696
Ballew Advisors
Mississippi
$2.69M +$1.29M +24,365 +92%
MSAM
697
Moloney Securities Asset Management
Missouri
$2.68M -$218K -4,195 -8%
PA
698
Parallel Advisors
California
$2.66M +$1.29M +24,870 +95%
GC
699
Guggenheim Capital
Illinois
$2.64M -$99.2K -1,905 -4%
JG
700
Jefferies Group
New York
$2.63M +$606K +11,635 +30%
26 27
28
29 30