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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

1,611 hedge funds and large institutions have $44.2B invested in iShares Core S&P Mid-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 585 increasing their positions, 669 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,611
Holders Change
+34
Holders Change %
+2.16%
% of All Funds
28.37%
Holding in Top 10
294
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+7.69%
% of All Funds
5.18%
New
114
Increased
585
Reduced
669
Closed
58
Calls
$30.8M
Puts
$39.3M
Net Calls
-$8.44M
Net Calls Change
-$35.3M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$922M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$240M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$338M
4
BlackRock
4
BlackRock
New York
$1.52B
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$119M

Top Sellers

1
FCAS
1
First Command Advisory Services
Texas
$37.9M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$700M
3
HNB
3
Huntington National Bank
Ohio
$126M
4
GHA
4
GW Henssler & Associates
Georgia
$2.5M
5
PI
5
PFS Investments
Georgia
$39.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
101
Steward Partners Investment Advisory
New York
$58.6M +$7.35M +141,100 +14%
CWM
102
Cahaba Wealth Management
Georgia
$57.2M +$129K +2,485 +0.2%
OAM
103
Oppenheimer Asset Management
New York
$56.9M +$1.35M +26,030 +2%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$56.8M -$1.02M -19,590 -2%
FWM
105
FFT Wealth Management
Pennsylvania
$56.1M -$1.32M -25,335 -2%
LFS
106
Lutz Financial Services
Nebraska
$55.3M -$449K -8,625 -0.8%
M&T Bank
107
M&T Bank
New York
$55.1M -$3.54M -67,920 -6%
Bank of Nova Scotia
108
Bank of Nova Scotia
Ontario, Canada
$54.4M +$5.7M +109,405 +12%
PA
109
Planning Alternatives
Michigan
$53.3M -$602K -11,560 -1%
TFO
110
Tarbox Family Office
California
$52.9M -$566K -10,870 -1%
SIA
111
Soltis Investment Advisors
Utah
$52.6M +$18.4M +353,595 +54%
WAP
112
Wealthcare Advisory Partners
Pennsylvania
$52M -$4.7M -90,240 -8%
DWM
113
Destination Wealth Management
California
$51.8M -$3.03M -58,205 -6%
KAS
114
Kestra Advisory Services
Texas
$51.8M -$14.3M -275,360 -22%
SOMRS
115
State of Michigan Retirement System
Michigan
$51.5M +$14.3M +273,745 +38%
AWA
116
Alaska Wealth Advisors
Alaska
$51.4M +$541K +10,395 +1%
BP
117
Ballentine Partners
Massachusetts
$51.1M -$1.54M -29,500 -3%
HSBC Holdings
118
HSBC Holdings
United Kingdom
$49.5M -$2.64M -50,635 -5%
FIB
119
First Interstate Bancsystem
Montana
$49.1M +$49.1M +943,965 New
FHB
120
First Hawaiian Bank
Hawaii
$48.7M -$2.36M -45,430 -5%
Cetera Investment Advisers
121
Cetera Investment Advisers
Illinois
$48.7M +$2.57M +49,420 +6%
CCWA
122
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$48.6M -$4.27M -81,970 -8%
MWM
123
Modera Wealth Management
New Jersey
$48.3M -$1.9M -36,585 -4%
VFA
124
Voya Financial Advisors
Connecticut
$47.9M -$1.87M -35,895 -4%
Charles Schwab
125
Charles Schwab
California
$47.6M -$2.85M -54,785 -6%
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5
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