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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 %
MW
801
Marcum Wealth
Ohio
$1.9M +$27.7K +515 +1%
CSIC
802
Clifford Swan Investment Counsel
California
$1.88M -$227K -4,235 -11%
RIM
803
Rockbridge Investment Management
New York
$1.88M +$430K +8,005 +30%
GIA
804
Granite Investment Advisors
New Hampshire
$1.87M +$87.3K +1,625 +5%
OFS
805
Oldfather Financial Services
Nebraska
$1.85M -$27.4K -505 -1%
SFG
806
Sovereign Financial Group
Connecticut
$1.85M – – –
BWM
807
BigSur Wealth Management
Florida
$1.84M +$228K +4,250 +14%
HIIFS
808
Harel Insurance Investments & Financial Services
Israel
$1.84M +$102K +650 +6%
CSPIA
809
Cary Street Partners Investment Advisory
Virginia
$1.83M +$14.2K +265 +0.8%
HC
810
HNP Capital
New York
$1.83M +$269 +5 +0%
VRM
811
Vectors Research Management
New York
$1.83M +$269 +5 +0%
WT
812
Washington Trust
Rhode Island
$1.83M -$165K -3,070 -8%
RG
813
Rathbones Group
United Kingdom
$1.83M -$162K -3,015 -8%
RWA
814
Ropes Wealth Advisors
Massachusetts
$1.82M -$7.25K -135 -0.4%
TIA
815
Tiemann Investment Advisors
California
$1.81M -$11.6K -215 -0.6%
WDL
816
Well Done LLC
Michigan
$1.8M -$90.6K -1,685 -5%
Lido Advisors
817
Lido Advisors
California
$1.8M +$189K +3,520 +12%
GC
818
Gilbert & Cook
Iowa
$1.78M -$51.3K -955 -3%
OPA
819
Old Port Advisors
Maine
$1.77M -$91.9K -1,735 -5%
PWMAG
820
Pinnacle Wealth Management Advisory Group
New Jersey
$1.77M +$119K +2,205 +7%
VWA
821
V Wealth Advisors
Kansas
$1.76M +$705K +13,120 +67%
ACM
822
Ategra Capital Management
Virginia
$1.76M +$82.8K +1,540 +5%
BAS
823
Brown Advisory Securities
Maryland
$1.75M – – –
Neuberger Berman Group
824
Neuberger Berman Group
New York
$1.75M +$91.9K +1,710 +6%
IAS
825
Investment Advisory Services
Texas
$1.75M +$1.75M +32,515 New
31 32
33
34 35