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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 %
FSWA
776
Financial Synergies Wealth Advisors
Texas
$2.1M +$41.7K +775 +2%
SWM
777
Southern Wealth Management
Texas
$2.08M -$38K -700 -2%
IC
778
IEQ Capital
California
$2.08M +$806 +15 +0%
EK
779
Evensky & Katz
Florida
$2.08M -$38.2K -710 -2%
BWM
780
BerganKDV Wealth Management
Minnesota
$2.06M -$22.3K -415 -1%
LIA
781
LBMC Investment Advisors
Tennessee
$2.05M +$1.34K +25 +0.1%
WS
782
Wedbush Securities
California
$2.05M +$56.2K +1,045 +3%
TSS
783
Two Sigma Securities
New York
$2.04M -$1.61M -29,905 -44%
BFA
784
Beacon Financial Advisory
Ohio
$2.02M +$12.6K +235 +0.6%
LWM
785
Lyell Wealth Management
California
$2.02M -$194K -3,615 -9%
MMHP
786
Murphy Middleton Hinkle & Parker
Georgia
$2.01M -$33.1K -615 -2%
VIM
787
Vista Investment Management
Pennsylvania
$2.01M -$58.3K -1,085 -3%
BWCS
788
Beirne Wealth Consulting Services
Connecticut
$2M +$563K +10,380 +39%
CI
789
Cigna Investments
Connecticut
$1.99M – – –
KFGK
790
Keystone Financial Group (Kentucky)
Kentucky
$1.98M +$82K +1,525 +4%
NCG
791
Newport Capital Group
New Jersey
$1.97M – – –
EI
792
Ellevest Inc
New York
$1.97M +$18.3K +340 +0.9%
TC
793
TownSquare Capital
Utah
$1.97M +$55.9K +1,045 +3%
OC
794
Oakworth Capital
Alabama
$1.97M +$79.5K +1,480 +4%
SC
795
Savant Capital
Illinois
$1.96M – – –
PCMC
796
Private Capital Management (Colorado)
Colorado
$1.96M -$97.8K -1,820 -5%
WP
797
WealthShield Partners
North Carolina
$1.95M -$95.7K -1,780 -5%
FHA
798
Flagship Harbor Advisors
Massachusetts
$1.94M -$13.4K -250 -0.7%
V
799
VeraBank
Texas
$1.92M -$75.8K -1,410 -4%
PCA
800
Providence Capital Advisors
North Carolina
$1.9M +$116K +2,160 +7%
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