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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 %
MW
901
Marcum Wealth
Ohio
$1.34M -$515K -9,795 -28%
WCWM
902
Wooster Corthell Wealth Management
Connecticut
$1.32M -$14.7K -280 -1%
FPS
903
Fieldpoint Private Securities
Connecticut
$1.32M +$23.2K +440 +2%
AWA
904
ARQ Wealth Advisors
Arizona
$1.32M +$103K +1,955 +8%
WGCA
905
Wolf Group Capital Advisors
Virginia
$1.3M +$78.7K +1,495 +6%
WMP
906
Wealth Management Partners
Arizona
$1.29M -$41K -780 -3%
MCM
907
Maryland Capital Management
Maryland
$1.29M +$33.1K +630 +3%
PMFA
908
Plante Moran Financial Advisors
Michigan
$1.29M -$34.5K -655 -3%
ECM
909
ExodusPoint Capital Management
New York
$1.29M +$1.29M +24,440 New
CA
910
Claro Advisors
Massachusetts
$1.28M +$429K +8,155 +50%
NCM
911
Next Capital Management
New York
$1.28M -$36.8K -700 -3%
T. Rowe Price Associates
912
T. Rowe Price Associates
Maryland
$1.28M – – –
VCA
913
Verdence Capital Advisors
Maryland
$1.27M -$47.9K -910 -4%
KCP
914
KDI Capital Partners
North Carolina
$1.26M +$49.7K +945 +4%
ECM
915
Evergreen Capital Management
Washington
$1.26M – – –
FMC
916
First Merchants Corp
Indiana
$1.25M +$146K +2,775 +13%
WQ
917
Wealth Quarterback
New Jersey
$1.25M +$22.8K +480 +2%
SAM
918
S.A. Mason
Michigan
$1.23M – – –
OC
919
Oarsman Capital
Wisconsin
$1.23M +$10.5K +200 +0.9%
SG Americas Securities
920
SG Americas Securities
New York
$1.22M -$84.5K -1,605 -6%
BAM
921
Berkshire Asset Management
Pennsylvania
$1.22M – – –
CF
922
Centaurus Financial
California
$1.22M +$5.53K +105 +0.5%
IAA
923
Independent Advisor Alliance
North Carolina
$1.21M +$2.89K +55 +0.2%
PIMG
924
Patriot Investment Management Group
Tennessee
$1.21M +$2.89K +55 +0.2%
AWP
925
Ascent Wealth Partners
New York
$1.21M +$23.2K +440 +2%
35 36
37
38 39