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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 %
CAM
751
Cozad Asset Management
Illinois
$2.15M -$6.77K -130 -0.3%
ABTD
752
Arvest Bank Trust Division
Oklahoma
$2.15M -$57.8K -1,110 -3%
BWL
753
Bogart Wealth LLC
Virginia
$2.14M +$260 +5 +0%
LWM
754
Lyell Wealth Management
California
$2.14M +$881K +16,925 +70%
SF
755
Synovus Financial
Georgia
$2.13M -$98.2K -1,885 -4%
3F
756
360 Financial
Minnesota
$2.09M -$42.4K -815 -2%
CCG
757
Cypress Capital Group
Florida
$2.08M +$26.3K +505 +1%
BF
758
Blankinship & Foster
California
$2.08M -$133K -2,550 -6%
CSIC
759
Clifford Swan Investment Counsel
California
$2.05M – – –
EK
760
Evensky & Katz
Florida
$2.05M -$198K -3,805 -9%
SWA
761
Stratos Wealth Advisors
Ohio
$2.05M +$337K +6,470 +20%
ACM
762
Azimuth Capital Management
Michigan
$2.04M -$213K -4,095 -9%
SWM
763
Southern Wealth Management
Texas
$2.03M – – –
BHBT
764
Burke & Herbert Bank & Trust
Virginia
$2.03M +$213K +4,090 +12%
IC
765
IEQ Capital
California
$2.02M +$2.02M +38,715 New
BWM
766
BerganKDV Wealth Management
Minnesota
$2.01M -$129K -2,480 -6%
KIA
767
KCM Investment Advisors
California
$2M -$111K -2,135 -5%
VIM
768
Vista Investment Management
Pennsylvania
$2M -$63.5K -1,220 -3%
FSWA
769
Financial Synergies Wealth Advisors
Texas
$1.99M -$72.4K -1,390 -4%
PCMC
770
Private Capital Management (Colorado)
Colorado
$1.99M -$111K -2,125 -5%
LIA
771
LBMC Investment Advisors
Tennessee
$1.99M – – –
WP
772
WealthShield Partners
North Carolina
$1.99M -$672K -12,910 -25%
MMHP
773
Murphy Middleton Hinkle & Parker
Georgia
$1.98M -$50.2K -965 -2%
IWS
774
Insight Wealth Strategies
California
$1.98M +$315K +6,055 +19%
BFA
775
Beacon Financial Advisory
Ohio
$1.95M -$539K -10,355 -22%
29 30
31
32 33