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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 %
FC
1051
Financial Consulate
Maryland
$806K -$32.8K -610 -4%
SFSIG
1052
San Francisco Sentry Investment Group
California
$799K -$17.5K -325 -2%
NEWAS
1053
N.E.W. Advisory Services
Wisconsin
$788K -$181K -3,380 -19%
BU
1054
BBVA USA
Alabama
$788K +$788K +14,670 New
MLL
1055
Moody Lynn & Lieberson
Massachusetts
$784K – – –
NSIM
1056
North Star Investment Management
Illinois
$783K +$12.1K +225 +2%
WCWM
1057
Willow Creek Wealth Management
California
$781K +$11.3K +210 +1%
MAM
1058
MMA Asset Management
Pennsylvania
$776K +$2.69K +50 +0.3%
GMA
1059
Goldstein Munger & Associates
California
$770K – – –
BWG
1060
Beta Wealth Group
California
$769K -$14K -260 -2%
ARC
1061
Advisor Resource Council
Texas
$767K +$767K +14,265 New
AIM
1062
Anchor Investment Management
South Carolina
$765K – – –
GPA
1063
Garrison Point Advisors
California
$763K -$45.7K -850 -6%
BNP Paribas Financial Markets
1064
BNP Paribas Financial Markets
France
$761K +$242K +4,505 +47%
SDWMA
1065
Schneider Downs Wealth Management Advisors
Pennsylvania
$761K +$10.8K +200 +1%
CPSC
1066
Carl P. Sherr & Co
Massachusetts
$758K -$58.6K -1,090 -7%
LA
1067
Latitude Advisors
Florida
$757K -$161K -3,000 -18%
LWANC
1068
Laurel Wealth Advisors (North Carolina)
North Carolina
$757K -$11K -205 -1%
PCM
1069
Pointe Capital Management
Michigan
$756K +$53.8K +1,000 +8%
OAM
1070
Oak Asset Management
California
$756K +$756K +14,070 New
SWM
1071
SeaCrest Wealth Management
New York
$749K +$17.7K +330 +2%
PPP
1072
Private Portfolio Partners
New Jersey
$748K +$21.8K +405 +3%
JFG
1073
JMG Financial Group
Illinois
$742K +$140K +2,600 +23%
SHA
1074
Seneca House Advisors
Virginia
$737K +$293K +5,445 +66%
TPW
1075
TL Private Wealth
Texas
$734K +$39K +725 +6%
41 42
43
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