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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 %
PWM
751
Perigon Wealth Management
California
$2.15M -$61.5K -1,170 -3%
TI
752
Truepoint Inc
Ohio
$2.14M +$748K +14,215 +54%
BONH
753
Bank of New Hampshire
New Hampshire
$2.14M – – –
ABTD
754
Arvest Bank Trust Division
Oklahoma
$2.14M -$34.2K -650 -2%
ACM
755
Azimuth Capital Management
Michigan
$2.13M +$64.7K +1,230 +3%
SBH
756
Segall Bryant & Hamill
Illinois
$2.12M -$86.8K -1,650 -4%
RRC
757
Relaxing Retirement Coach
Massachusetts
$2.12M -$190K -3,620 -8%
BHBT
758
Burke & Herbert Bank & Trust
Virginia
$2.12M +$58.1K +1,105 +3%
FSWA
759
Financial Synergies Wealth Advisors
Texas
$2.09M +$39.7K +755 +2%
OWA
760
Outlook Wealth Advisors
Texas
$2.07M -$68.1K -1,295 -3%
BWM
761
BerganKDV Wealth Management
Minnesota
$2.07M +$58.9K +1,120 +3%
KOMWMG
762
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.07M -$4.17M -79,235 -67%
AWMG
763
Alliance Wealth Management Group
New Jersey
$2.05M +$454K +8,615 +28%
WP
764
WealthPLAN Partners
Nebraska
$2.04M +$323K +5,760 +19%
1IA
765
1834 Investment Advisors
Wisconsin
$2.04M -$154K -2,930 -7%
IC
766
IEQ Capital
California
$2.04M +$1.32K +25 +0.1%
KIA
767
KCM Investment Advisors
California
$2.04M -$70.8K -1,345 -3%
SWM
768
Southern Wealth Management
Texas
$2.03M +$13.9K +265 +0.7%
AA
769
Advisory Alpha
Michigan
$2.03M -$597K -11,350 -23%
GIA
770
Granite Investment Advisors
New Hampshire
$2.03M +$193K +3,660 +11%
CSIC
771
Clifford Swan Investment Counsel
California
$2M – – –
BWCS
772
Beirne Wealth Consulting Services
Connecticut
$2M +$39.4K +740 +2%
OFS
773
Oldfather Financial Services
Nebraska
$1.99M +$11.6K +200 +0.6%
CFO
774
CVA Family Office
Colorado
$1.98M -$888K -23,965 -31%
KCM
775
Karp Capital Management
California
$1.98M +$317K +6,030 +19%
29 30
31
32 33