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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 %
RB
1026
Renasant Bank
Mississippi
$881K +$10.8K +200 +1%
WIC
1027
Whitegate Investment Counselors
New Hampshire
$879K -$2.42K -45 -0.3%
WCG
1028
Weaver Consulting Group
California
$879K +$369K +6,875 +73%
SIA
1029
Sovereign Investment Advisors
Arizona
$873K – – –
CA
1030
Claro Advisors
Massachusetts
$873K +$6.45K +120 +0.7%
LFA
1031
Legacy Financial Advisors
Kentucky
$869K -$913K -16,980 -51%
VAS
1032
Vestmark Advisory Solutions
Massachusetts
$860K +$32K +595 +4%
FPGK
1033
Financial Partners Group (Kansas)
Kansas
$854K +$119K +2,210 +16%
MAM
1034
Meeder Asset Management
Ohio
$851K +$158K +2,935 +23%
X
1035
Xponance
Pennsylvania
$850K +$850K +15,820 New
TH
1036
TCTC Holdings
Texas
$848K +$124K +2,305 +17%
NFC
1037
Northeast Financial Consultants
Connecticut
$841K +$20.4K +380 +2%
CFA
1038
CWS Financial Advisors
Michigan
$841K +$22.3K +415 +3%
CMP
1039
Courage Miller Partners
Virginia
$837K +$33.9K +630 +4%
CQS
1040
Credential Qtrade Securities
$836K +$180K +3,350 +27%
OPWM
1041
Oakwell Private Wealth Management
Texas
$835K -$5.91K -110 -0.7%
BG
1042
Benedetti & Gucer
Georgia
$824K -$30.9K -575 -4%
FPCG
1043
Fort Pitt Capital Group
Pennsylvania
$824K +$136K +2,525 +20%
CL
1044
CPWM LLC
Washington
$820K +$40.6K +755 +5%
APP
1045
Avantax Planning Partners
Iowa
$816K -$18.6K -345 -2%
SFA
1046
Source Financial Advisors
New York
$815K -$413K -7,685 -34%
MWM
1047
Meridian Wealth Management
Kentucky
$814K +$139K +2,580 +21%
FA
1048
Fiducient Advisors
Illinois
$813K +$330K +6,135 +68%
EGWAG
1049
Elwood & Goetz Wealth Advisory Group
Georgia
$812K -$17.2K -320 -2%
RSWM
1050
Robertson Stephens Wealth Management
California
$808K -$96.7K -1,800 -11%
40 41
42
43 44