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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 %
LCM
1251
LVM Capital Management
Michigan
$444K -$27.4K -510 -6%
RRCM
1252
Rappaport Reiches Capital Management
Illinois
$443K +$443K +8,245 New
PGIM
1253
Pacific Global Investment Management
California
$443K – – –
BO
1254
Bank OZK
Arkansas
$442K -$88.6K -1,645 -17%
GWM
1255
Gray Wealth Management
Maine
$440K +$537 +10 +0.1%
JPG
1256
Jordan Park Group
California
$438K – – –
RFWA
1257
RPg Family Wealth Advisory
Massachusetts
$438K +$438K +8,145 New
AFAS
1258
Acorn Financial Advisory Services
Virginia
$437K -$3.49K -65 -0.8%
TCMP
1259
Thrive Capital Management (Pennsylvania)
Pennsylvania
$435K -$220K -4,085 -34%
AFC
1260
Adaptive Financial Consulting
Ohio
$433K +$538 +10 +0.1%
B
1261
Brightworth
Georgia
$433K +$179K +3,330 +70%
LIA
1262
LS Investment Advisors
Michigan
$432K – – –
WCFA
1263
Walkner Condon Financial Advisors
Wisconsin
$432K +$41.6K +775 +11%
GEA
1264
Glen Eagle Advisors
New Jersey
$431K +$35.2K +655 +9%
FWSM
1265
First Wilshire Securities Management
California
$430K – – –
AGA
1266
Arkos Global Advisors
Texas
$430K +$1.35K +25 +0.3%
CCP
1267
Cardan Capital Partners
Colorado
$430K +$35.2K +655 +9%
GDP
1268
Great Diamond Partners
Maine
$430K +$96.2K +1,790 +29%
DSAM
1269
Dock Street Asset Management
Florida
$429K -$37.9K -705 -8%
MIAS
1270
Mason Investment Advisory Services
Virginia
$426K -$9.67K -180 -2%
FCFC
1271
First Citizens Financial Corp
Iowa
$421K -$61.8K -1,150 -13%
BWM
1272
BCGM Wealth Management
Indiana
$420K – – –
LAIC
1273
Lederer & Associates Investment Counsel
California
$417K – – –
KAH
1274
Kathryn A. Hall
$414K – – –
APWA
1275
Atlas Private Wealth Advisors
New Jersey
$411K +$47.6K +885 +13%
49 50
51
52 53