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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

1,634 hedge funds and large institutions have $44.6B invested in iShares Core S&P Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 718 increasing their positions, 552 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,634
Holders Change
+3
Holders Change %
+0.18%
% of All Funds
28.7%
Holding in Top 10
276
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-3.5%
% of All Funds
4.85%
New
87
Increased
718
Reduced
552
Closed
56
Calls
$211M
Puts
$6.06M
Net Calls
+$205M
Net Calls Change
+$214M

Top Buyers

1
WANY
Wealthspire Advisors (New York)
New York
$307M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.55B
3
LPL Financial
LPL Financial
California
$1.57B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$529M
5
Mariner
Mariner
Kansas
$332M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
$6.51M
2
RJA
Raymond James & Associates
Florida
$601M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$234M
4
Wells Fargo
Wells Fargo
California
$2.92B
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$211M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIB
126
First Interstate Bank
Montana
$49.1M +$570K +10,825 +1%
MWM
127
Modera Wealth Management
New Jersey
$48.8M +$128K +2,440 +0.3%
HSBC Holdings
128
HSBC Holdings
United Kingdom
$48.4M -$756K -14,375 -2%
CAM
129
Chandler Asset Management
California
$47.9M -$95.5K -1,815 -0.2%
WAP
130
Wealthcare Advisory Partners
Pennsylvania
$47.4M -$1.31M -24,980 -3%
CAL
131
Capital Analysts LLC
Pennsylvania
$47.4M +$1.66M +31,625 +4%
HF
132
HRT Financial
New York
$46.2M +$46.2M +877,260 New
JFA
133
JNBA Financial Advisors
Minnesota
$45.8M +$2.55M +48,550 +6%
AA
134
ALPS Advisors
Colorado
$45.6M -$330K -6,270 -0.7%
FMII
135
Farmers & Merchants Investments Inc
Nebraska
$45.5M +$861K +16,370 +2%
MA
136
MCF Advisors
Kentucky
$45.1M +$2.05M +38,980 +5%
BSB
137
Bangor Savings Bank
Maine
$44.9M +$2.12M +40,220 +5%
SWP
138
Stratos Wealth Partners
Ohio
$44.5M +$1.08M +20,440 +2%
SWM
139
Spire Wealth Management
Virginia
$44.5M +$2.52M +48,045 +6%
WI
140
Wintrust Investments
Illinois
$44M +$3.5M +66,590 +9%
HFS
141
HBC Financial Services
Washington
$43.1M +$475K +8,810 +1%
CAI
142
Capital Advisors Inc
Oklahoma
$42.7M +$2.04M +38,850 +5%
CFG
143
CKW Financial Group
Hawaii
$41.2M +$1.2M +22,490 +3%
Charles Schwab
144
Charles Schwab
California
$40.8M -$1.05M -19,885 -3%
GIM
145
Goelzer Investment Management
Indiana
$40.7M -$136K -2,580 -0.3%
RMDI
146
R.M. Davis Inc
Maine
$40.4M +$6.19M +117,705 +18%
PP
147
Pegasus Partners
Wisconsin
$40.4M +$10.3M +195,865 +34%
BOS
148
Bank of Stockton
California
$40.4M -$181K -3,435 -0.4%
FBFS
149
First Business Financial Services
Wisconsin
$40.3M +$1.1M +20,955 +3%
Lazard Asset Management
150
Lazard Asset Management
New York
$40.2M -$931K -17,695 -2%
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