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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 %
PWP
1101
Principle Wealth Partners
Connecticut
$692K +$2.69K +50 +0.4%
IC
1102
Inscription Capital
Texas
$692K +$692K +12,880 New
Luther King Capital Management (LKCM)
1103
Luther King Capital Management (LKCM)
Texas
$688K -$633K – –
JIC
1104
Joel Isaacson & Co
New York
$683K -$43K -800 -6%
AIP
1105
Almanack Investment Partners
Pennsylvania
$682K -$8.86K -165 -1%
ZCM
1106
Ziegler Capital Management
Illinois
$681K -$32.8K -610 -5%
ACM
1107
AlphaStar Capital Management
North Carolina
$677K +$190K +3,530 +39%
BWM
1108
Birchcreek Wealth Management
Ohio
$676K +$24.2K +450 +4%
IA
1109
Insight Advisors
Pennsylvania
$676K +$79.6K +1,480 +13%
RG
1110
Retirement Group
California
$673K -$1.61K -30 -0.2%
FA
1111
FDx Advisors
Illinois
$672K +$93.5K +1,740 +16%
APW
1112
Austin Private Wealth
Texas
$671K +$60.2K +1,120 +10%
HCM
1113
Howland Capital Management
Massachusetts
$670K – – –
TNBTD
1114
Trustmark National Bank Trust Department
Mississippi
$668K -$23.1K -430 -3%
FSA
1115
Fort Sheridan Advisors
Illinois
$668K +$44.3K +825 +7%
SIC
1116
Salem Investment Counselors
North Carolina
$667K +$40.6K +755 +6%
AIP
1117
Ahrens Investment Partners
Louisiana
$662K +$134K +2,490 +25%
GPC
1118
Garrison Point Capital
California
$660K +$3.49K +65 +0.5%
HWM
1119
Howard Wealth Management
Connecticut
$654K +$22.8K +425 +4%
OPWM
1120
Oxinas Partners Wealth Management
Indiana
$653K -$15K -280 -2%
HC
1121
Hoese & Co
Minnesota
$652K – – –
MCM
1122
McRae Capital Management
New Jersey
$652K +$23.9K +445 +4%
HWM
1123
Hemington Wealth Management
Virginia
$649K -$337K -6,280 -34%
TIM
1124
Tortoise Investment Management
New York
$648K – – –
SCA
1125
Sage Capital Advisors
South Dakota
$647K +$3.2K +60 +0.5%
43 44
45
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