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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 %
SWM
1001
Stockman Wealth Management
Montana
$984K +$79K +1,470 +9%
Wealth Enhancement Advisory Services
1002
Wealth Enhancement Advisory Services
Minnesota
$979K +$96.7K +1,830 +11%
WWM
1003
Wolff Wiese Magana
California
$971K +$88.4K +1,645 +10%
CL
1004
CIM LLC
New York
$969K – – –
LWAC
1005
Laurel Wealth Advisors (California)
California
$962K +$56.2K +1,045 +6%
T
1006
TRUADVICE
Florida
$961K +$961K +18,105 New
LA
1007
LexAurum Advisors
Kansas
$959K +$19.3K +360 +2%
WJWM
1008
Williams Jones Wealth Management
New York
$949K -$225K -4,190 -19%
CCA
1009
Cobblestone Capital Advisors
New York
$948K -$19.1K -355 -2%
KIG
1010
Kowal Investment Group
Wisconsin
$942K +$374K +6,960 +66%
S
1011
SignatureFD
Georgia
$937K +$169K +3,145 +22%
TCOT
1012
Trust Company of Toledo
Ohio
$934K -$10.5K -195 -1%
OFG
1013
Oxford Financial Group
Indiana
$916K -$10.7K -200 -1%
MFT
1014
Moisand Fitzgerald Tamayo
Florida
$915K -$27.9K -520 -3%
TFA
1015
Tranquilli Financial Advisor
New Jersey
$914K -$584K -10,870 -39%
TA
1016
TFG Advisers
Michigan
$909K -$3.22K -60 -0.4%
VCP
1017
Vista Capital Partners
Oregon
$906K – – –
MAS
1018
Madden Advisory Services
Florida
$905K +$37.1K +690 +4%
1WM
1019
1900 Wealth Management
Texas
$905K +$177K +3,300 +24%
MBTD
1020
Mechanics Bank - Trust Department
California
$902K -$2.69K -50 -0.3%
DIA
1021
Dana Investment Advisors
Wisconsin
$902K +$86K +1,600 +11%
AC
1022
Abbrea Capital
California
$900K – – –
MWM
1023
Mission Wealth Management
California
$893K -$2.15K -40 -0.2%
CCA
1024
Clearwater Capital Advisors
Illinois
$891K -$8.87K -165 -1%
CBFP
1025
Cedar Brook Financial Partners
Ohio
$888K -$6.45K -120 -0.7%
39 40
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