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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 %
BC
1226
Burney Company
Virginia
$479K +$109K +2,030 +29%
LSPW
1227
Lake Street Private Wealth
Illinois
$478K -$16.8K -310 -3%
CAM
1228
Carret Asset Management
New York
$478K +$6.72K +125 +1%
AUB
1229
Atlantic Union Bankshares
Virginia
$476K -$45.1K -840 -9%
SFP
1230
Strategic Financial Partners
Oregon
$475K – – –
SYBT
1231
Stock Yards Bank & Trust
Kentucky
$473K -$22.9K -425 -5%
BCA
1232
Bay Colony Advisors
Massachusetts
$473K -$1.61K -30 -0.3%
FFA
1233
First Foundation Advisors
California
$472K +$60K +1,115 +15%
TTWM
1234
TCV Trust & Wealth Management
Virginia
$471K – – –
NPP
1235
New Potomac Partners
Maryland
$465K +$23.9K +445 +5%
FANJ
1236
Financial Architects (New Jersey)
New Jersey
$464K -$23.1K -430 -5%
MIC
1237
Meridian Investment Counsel
California
$460K – – –
HR
1238
Hayden Royal
North Carolina
$458K +$458K +8,530 New
Kayne Anderson Rudnick Investment Management
1239
Kayne Anderson Rudnick Investment Management
California
$457K -$157K -2,925 -26%
FFA
1240
Founders Financial Alliance
North Carolina
$456K -$127K -2,375 -22%
RF
1241
Rollins Financial
Georgia
$456K +$118K +2,195 +35%
BA
1242
Bridge Advisory
California
$456K +$153K +2,855 +51%
HFAS
1243
Hummer Financial Advisory Services
Illinois
$455K – – –
FA
1244
Fountainhead AM
New Jersey
$451K – – –
SRC
1245
Sage Rhino Capital
California
$451K – – –
SSWM
1246
Smith Salley Wealth Management
North Carolina
$451K +$163K +3,035 +57%
SAM
1247
Summit Asset Management
Tennessee
$450K – – –
M
1248
MOTCO
Texas
$447K +$10.2K +190 +2%
SAM
1249
Strategy Asset Managers
California
$445K +$806 +15 +0.2%
GLA
1250
Great Lakes Advisors
Illinois
$444K -$90.6K -1,685 -17%
48 49
50
51 52