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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 %
AA
1476
Addison Advisors
Vermont
$209K +$209K +3,885 New
SB
1477
Sunflower Bank
Texas
$208K – – –
RRA
1478
Round Rock Advisors
Connecticut
$207K -$1.07K -20 -0.5%
MWM
1479
Madison Wealth Management
Ohio
$203K +$203K +3,780 New
DA
1480
Detalus Advisors
Missouri
$202K +$202K +3,750 New
LWM
1481
Liberty Wealth Management
California
$198K +$31.2K +580 +19%
FRA
1482
Front Row Advisors
California
$195K +$29.1K +550 +18%
WWM
1483
Wagner Wealth Management
South Carolina
$194K – – –
PSIWM
1484
Paradigm Strategies in Wealth Management
Minnesota
$192K +$808 +15 +0.4%
TWM
1485
Tradition Wealth Management
Minnesota
$190K +$269 +5 +0.1%
MIM
1486
MTM Investment Management
South Carolina
$186K -$18K -335 -9%
JCM
1487
Jacobi Capital Management
Pennsylvania
$184K -$1.34K -25 -0.7%
JWM
1488
Janiczek Wealth Management
Colorado
$181K – – –
GWSG
1489
GPS Wealth Strategies Group
Colorado
$178K +$2.42K +45 +1%
WCAMG
1490
Woodard & Company Asset Management Group
North Carolina
$173K – – –
MHR
1491
Matthew Hamilton Rosenberg
$161K – – –
KLWA
1492
Kelly Lawrence W & Associates
California
$161K +$161K +3,000 New
BFA
1493
Brendel Financial Advisors
New Hampshire
$161K +$161K +3,000 New
TCM
1494
TD Capital Management
Tennessee
$158K +$269 +5 +0.2%
JHCP
1495
Jackson Hole Capital Partners
Oklahoma
$158K +$28.8K +535 +22%
SIM
1496
Sonora Investment Management
Arizona
$156K – – –
SC
1497
Steph & Co
Wisconsin
$153K -$4.84K -90 -3%
CI
1498
CX Institutional
Indiana
$152K -$56.5K -1,050 -27%
CI
1499
Cordant Inc
Oregon
$148K -$6.2K -115 -4%
PAI
1500
Pittenger & Anderson Inc
Nebraska
$148K – – –
58 59
60
61 62