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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 %
DWM
1351
Doyle Wealth Management
Florida
$318K +$1.35K +25 +0.4%
HNW
1352
High Note Wealth
Minnesota
$317K – – –
WP
1353
WMS Partners
Maryland
$317K +$56.7K +1,055 +22%
ERIM
1354
Eagle Ridge Investment Management
Connecticut
$316K +$5.37K +100 +2%
AIM
1355
Axiom Investment Management
New York
$313K – – –
EHPM
1356
Emery Howard Portfolio Management
California
$313K +$269 +5 +0.1%
PIA
1357
Pinion Investment Advisors
Kansas
$312K – – –
APW
1358
Aurora Private Wealth
New Jersey
$311K -$10.5K -195 -3%
GAG
1359
GM Advisory Group
New York
$311K – – –
AWA
1360
ARS Wealth Advisors
Florida
$309K -$80.7K -1,500 -21%
LSAG
1361
Lake Street Advisors Group
New Hampshire
$309K – – –
BSA
1362
Bull Street Advisors
Georgia
$309K – – –
BRWM
1363
B. Riley Wealth Management
Tennessee
$309K – – –
NAMM
1364
NorthStar Asset Management (Massachusetts)
Massachusetts
$308K -$9.14K -170 -3%
CCT
1365
Capital City Trust
Florida
$306K – – –
IRAG
1366
Investment Research & Advisory Group
Georgia
$306K +$23.9K +445 +8%
PCM
1367
Princeton Capital Management
New Jersey
$305K – – –
SBL
1368
Sargent Bickham Lagudis
Colorado
$304K – – –
SW
1369
SlateStone Wealth
Florida
$304K – – –
FP
1370
Financial Perspectives
Minnesota
$304K -$79.1M -1,472,125 -100%
ADBIC
1371
A.D. Beadell Investment Counsel
Wisconsin
$303K +$303K +5,640 New
SW
1372
SkyOak Wealth
Michigan
$302K – – –
GKWIM
1373
Gerber Kawasaki Wealth & Investment Management
California
$301K +$43.7K +815 +17%
ACA
1374
Atlas Capital Advisors
Wyoming
$300K +$300K +5,590 New
AWA
1375
Arete Wealth Advisors
Illinois
$300K +$20.4K +5,610 +7%
53 54
55
56 57