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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 %
GWA
1276
GGM Wealth Advisors
Maryland
$410K +$17.2K +330 +4%
PFBT
1277
Parkside Financial Bank & Trust
Missouri
$409K -$91.6K -1,705 -18%
EWM
1278
Executive Wealth Management
Michigan
$409K +$1.61K +30 +0.4%
HFS
1279
Haverford Financial Services
Pennsylvania
$407K – – –
MC
1280
Martin & Co
Tennessee
$404K -$29.6K -550 -7%
ICM
1281
IMS Capital Management
Oregon
$404K +$404K +7,510 New
SVCP
1282
Silicon Valley Capital Partners
California
$404K +$404K +7,525 New
HCM
1283
Hollencrest Capital Management
California
$402K – – –
ICP
1284
Interchange Capital Partners
Pennsylvania
$400K -$544K -10,135 -58%
IWA
1285
Intercontinental Wealth Advisors
Texas
$400K – – –
KF
1286
Krilogy Financial
Missouri
$399K +$132K +2,455 +49%
BBA
1287
BLB&B Advisors
Pennsylvania
$397K – – –
BWM
1288
BCS Wealth Management
Tennessee
$397K +$3.49K +65 +0.9%
AWS
1289
AJ Wealth Strategies
New York
$389K – – –
JPMIA
1290
J.P. Marvel Investment Advisors
Massachusetts
$386K – – –
WPP
1291
Whalerock Point Partners
Rhode Island
$385K – – –
LWCFA
1292
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$383K +$26K +485 +7%
IC
1293
Innealta Capital
Texas
$381K -$28.5K -530 -7%
AWM
1294
Affinity Wealth Management
Delaware
$379K +$32.6K +610 +9%
ACM
1295
Allred Capital Management
Texas
$378K -$44.8K -835 -11%
BFG
1296
Berger Financial Group
Minnesota
$378K +$74.7K +1,390 +25%
FFA
1297
Freedman Financial Associates
Massachusetts
$376K +$8.61K +160 +2%
AIP
1298
ARS Investment Partners
New York
$376K +$376K +7,000 New
LOPW
1299
Live Oak Private Wealth
North Carolina
$375K +$375K +6,975 New
GIA
1300
Goodwin Investment Advisory
Georgia
$374K -$52.3K -970 -12%
50 51
52
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