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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 %
CIS
1126
Connors Investor Services
Pennsylvania
$633K +$373K +7,080 +143%
ECM
1127
EagleClaw Capital Management
Massachusetts
$629K – – –
USCWA
1128
U.S. Capital Wealth Advisors
Texas
$625K +$625K +11,875 New
LFF
1129
Level Four Financial
Texas
$624K -$5K -95 -0.8%
HFS
1130
Howard Financial Services
Texas
$624K – – –
CCA
1131
Conservest Capital Advisors
Pennsylvania
$620K +$1.84K +35 +0.3%
BIAS
1132
Beacon Investment Advisory Services
New Jersey
$619K +$25.3K +480 +4%
HCIA
1133
Hochman Cole Investment Advisors
Illinois
$616K – – –
MWM
1134
Merriman Wealth Management
Washington
$616K +$37.6K +715 +7%
X
1135
Xponance
Pennsylvania
$615K -$217K -4,130 -26%
Kayne Anderson Rudnick Investment Management
1136
Kayne Anderson Rudnick Investment Management
California
$613K +$166K +3,150 +37%
HWA
1137
HHM Wealth Advisors
Tennessee
$612K +$5.79K +110 +1%
ST
1138
Somerset Trust
Pennsylvania
$611K -$11.3K -215 -2%
EHC
1139
Everett Harris & Co
California
$610K -$19.7K -375 -3%
RC
1140
Rinet Company
Massachusetts
$608K +$53.2K +1,010 +10%
BRWM
1141
B. Riley Wealth Management
Tennessee
$608K +$306K +5,820 +101%
NCM
1142
Narwhal Capital Management
Georgia
$607K – – –
CA
1143
Continuum Advisory
Idaho
$607K – – –
HWM
1144
Hohimer Wealth Management
Washington
$605K +$47.4K +900 +8%
GWA
1145
GGM Wealth Advisors
Maryland
$605K +$165K +2,945 +37%
RI
1146
Ridgewood Investments
New Jersey
$603K -$13.7K -260 -2%
CANC
1147
Culbertson A N & Co
Virginia
$603K – – –
FCFC
1148
First Commonwealth Financial Corp
Pennsylvania
$602K – – –
PWA
1149
Peterson Wealth Advisors
Utah
$602K – – –
CIA
1150
Choate Investment Advisors
Massachusetts
$601K -$30.2K -575 -5%
44 45
46
47 48