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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
$343M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$238M
4
HNB
Huntington National Bank
Ohio
$135M
5
SW
SVB Wealth
Massachusetts
$133M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.48B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$613M
3
Osaic Holdings
Osaic Holdings
Arizona
$162M
4
Wells Fargo
Wells Fargo
California
$3.15B
5
CCMG
Clark Capital Management Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
126
Wealthcare Advisory Partners
Pennsylvania
$49.8M -$3.88M -72,245 -7%
MWM
127
Modera Wealth Management
New Jersey
$49.7M -$124K -2,305 -0.2%
FIB
128
First Interstate Bank
Montana
$49.6M +$49.6M +922,625 New
COPPSERS
129
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$49.3M +$918K +17,080 +2%
CAM
130
Chandler Asset Management
California
$49M +$1.98M +36,900 +4%
KA
131
Klingman & Associates
New York
$47.9M +$1.93M +35,995 +4%
AA
132
ALPS Advisors
Colorado
$46.9M -$34.9K -650 -0.1%
CAL
133
Capital Analysts LLC
Pennsylvania
$46.7M -$1.81M -33,735 -4%
KAS
134
Kestra Advisory Services
Texas
$45.6M -$7.85M -146,005 -15%
FMII
135
Farmers & Merchants Investments Inc
Nebraska
$45.6M +$734K +13,655 +2%
SWP
136
Stratos Wealth Partners
Ohio
$44.4M +$1.81M +33,645 +4%
JFA
137
JNBA Financial Advisors
Minnesota
$44.2M +$321K +5,975 +0.7%
MA
138
MCF Advisors
Kentucky
$44M +$4.98M +92,710 +13%
BSB
139
Bangor Savings Bank
Maine
$43.7M -$927K -17,255 -2%
SWM
140
Spire Wealth Management
Virginia
$43.3M +$8.05M +148,785 +23%
TC
141
Telemus Capital
Michigan
$42.9M +$137K +2,555 +0.3%
Charles Schwab
142
Charles Schwab
California
$42.7M -$6.39M -118,870 -13%
FHA
143
First Horizon Advisors
Tennessee
$42.5M -$360K -6,700 -0.8%
Lazard Asset Management
144
Lazard Asset Management
New York
$42M -$2.12M -39,480 -5%
GIM
145
Goelzer Investment Management
Indiana
$41.7M -$1.34M -24,995 -3%
CAI
146
Capital Advisors Inc
Oklahoma
$41.5M +$2.76M +51,380 +7%
BOS
147
Bank of Stockton
California
$41.4M +$2.27M +42,255 +6%
WI
148
Wintrust Investments
Illinois
$41.4M -$566K -10,525 -1%
CFG
149
CKW Financial Group
Hawaii
$40.6M +$465K +8,570 +1%
HFS
150
HBC Financial Services
Washington
$40.6M +$60.3K +1,175 +0.1%
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