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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 %
CC
676
Cadinha & Co
Hawaii
$3.09M +$2.42K +45 +0.1%
HCA
677
Heck Capital Advisors
Wisconsin
$3.07M +$1.6M +29,820 +109%
CBN
678
Cadence Bank NA
Texas
$3.05M -$32.5K -605 -1%
ST
679
Spinnaker Trust
Maine
$3.04M -$2.43M -45,150 -44%
FMW
680
Farr Miller & Washington
District of Columbia
$3M +$192K +3,565 +7%
EWA
681
EP Wealth Advisors
California
$3M -$46.5K -865 -2%
ATWA
682
Arbor Trust Wealth Advisors
Michigan
$2.99M -$20.2K -375 -0.7%
HPWM
683
Highland Private Wealth Management
Washington
$2.93M -$20.2K -375 -0.7%
GWM
684
Geneos Wealth Management
Colorado
$2.93M -$11.5M -212,495 -80%
VCM
685
Vivaldi Capital Management
Illinois
$2.93M – – –
EFS
686
Essex Financial Services
Connecticut
$2.89M – – –
GSWM
687
Golden State Wealth Management
California
$2.87M +$396K +7,375 +16%
PWG
688
Private Wealth Group
Florida
$2.87M +$357K +6,650 +14%
ECG
689
Edge Capital Group
Georgia
$2.87M -$16.4K -305 -0.6%
CPC
690
Congress Park Capital
New York
$2.87M +$1.48M +27,620 +108%
HB
691
Homrich & Berg
Georgia
$2.86M +$537 +10 +0%
FCA
692
FinTrust Capital Advisors
South Carolina
$2.84M -$302K -5,625 -10%
MSAM
693
Moloney Securities Asset Management
Missouri
$2.83M +$66.1K +1,230 +2%
CBB
694
Citizens Business Bank
California
$2.83M -$6.45K -120 -0.2%
CRC
695
Curi RMB Capital
Illinois
$2.82M -$1.61K -30 -0.1%
BCA
696
Berman Capital Advisors
Georgia
$2.81M -$1.91M -35,590 -40%
LC
697
LCNB Corp
Ohio
$2.79M +$174K +3,240 +7%
KW
698
KWB Wealth
California
$2.78M -$2.86K -55 -0.1%
SF
699
Summit Financial
New Jersey
$2.78M +$1.35M +25,115 +94%
UBV
700
United Bank (Virginia)
Virginia
$2.77M -$442K -8,215 -14%
26 27
28
29 30