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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 %
BIAS
1151
Beacon Investment Advisory Services
New Jersey
$607K – – –
FC
1152
Fulcrum Capital
Washington
$606K – – –
MCM
1153
Mitchell Capital Management
Kansas
$604K -$14K -260 -2%
FPWM
1154
FSB Premier Wealth Management
Iowa
$601K -$232K -4,325 -28%
CAM
1155
Concorde Asset Management
Michigan
$598K -$469K -8,705 -44%
MCM
1156
Maple Capital Management
Vermont
$598K +$34.6K +635 +6%
NL
1157
Navalign LLC
California
$597K -$96.1K -1,790 -14%
GJIC
1158
Gamble Jones Investment Counsel
California
$594K -$40.9K -760 -6%
MWM
1159
Merriman Wealth Management
Washington
$590K – – –
LPIC
1160
LeJeune Puetz Investment Counsel
Michigan
$586K – – –
SLG
1161
Stanley-Laman Group
Pennsylvania
$586K +$12.9K +240 +2%
PP
1162
Patten & Patten
Tennessee
$585K +$269 +5 +0%
MAM
1163
Marquette Asset Management
Minnesota
$583K – – –
TWM
1164
Titus Wealth Management
California
$582K -$10.7K -200 -2%
EWM
1165
Empirical Wealth Management
Washington
$575K +$126K +2,345 +28%
RSS
1166
Rosenblum Silverman Sutton
California
$574K -$26.3K -490 -4%
WFA
1167
Wells Financial Advisors
Massachusetts
$572K -$36.3K -675 -6%
BAM
1168
Belpointe Asset Management
Nevada
$569K +$86.3K +1,605 +18%
HWM
1169
Hohimer Wealth Management
Washington
$569K +$97.5K +1,815 +21%
BFA
1170
Bragg Financial Advisors
North Carolina
$566K – – –
RC
1171
Rinet Company
Massachusetts
$566K +$183K +3,415 +48%
EC
1172
Estate Counselors
Wisconsin
$564K – – –
ACP
1173
Aveo Capital Partners
Colorado
$559K -$96.5K -1,795 -15%
PCS
1174
Personal CFO Solutions
New Jersey
$559K +$28.7K +535 +5%
NG
1175
NWK Group
California
$557K +$8.87K +165 +2%
45 46
47
48 49