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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 %
CA
201
Cambridge Associates
Massachusetts
$27.9M +$2.48M +46,230 +10%
DADC
202
D.A. Davidson & Co
Montana
$27.6M +$32.5K +605 +0.1%
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$27.5M – – –
SWMG
204
Strategic Wealth Management Group
Maryland
$27.4M -$105K -1,950 -0.4%
RC
205
RegentAtlantic Capital
New Jersey
$27.2M +$9.85M +183,325 +57%
CTA
206
Chesley Taft & Associates
Illinois
$26.5M -$45.7K -850 -0.2%
LP
207
LGL Partners
Pennsylvania
$26.5M +$9.67K +180 +0%
EH
208
Equitable Holdings
New York
$26.5M +$2.09M +38,805 +9%
PI
209
PFS Investments
Georgia
$26.4M -$14.5M -269,275 -35%
AF
210
Affiance Financial
Minnesota
$26.4M -$474K -8,820 -2%
LNC
211
Lincoln National Corp
Pennsylvania
$26.4M +$353K +6,565 +1%
SL
212
Salomon & Ludwin
Virginia
$26.2M +$290K +5,400 +1%
KFS
213
Kelly Financial Services
Massachusetts
$25.9M +$25.8M +34,608,665 +26,843%
VCM
214
Vision Capital Management
Oregon
$25.8M -$4.38M -81,480 -15%
CA
215
Clearstead Advisors
Ohio
$25.3M -$419K -7,805 -2%
DT
216
Diversified Trust
Tennessee
$25.2M +$289K +5,370 +1%
1832 Asset Management
217
1832 Asset Management
Ontario, Canada
$25.1M -$11M -204,500 -30%
IWC
218
Integrated Wealth Concepts
Massachusetts
$24.8M +$1.07M +19,920 +5%
I
219
INVST
Indiana
$24.7M +$846K +16,200 +4%
CA
220
Crewe Advisors
Utah
$24.5M +$1.29M +24,035 +6%
FAG
221
Financial Advisory Group
Texas
$24.1M -$284K -5,275 -1%
TCM
222
Twele Capital Management
Minnesota
$23.9M -$486K -9,050 -2%
BHWM
223
Bar Harbor Wealth Management
New Hampshire
$23.9M -$478K -8,885 -2%
TPWA
224
TRUE Private Wealth Advisors
Oregon
$23.4M +$2.32M +43,100 +11%
TC
225
Trilogy Capital
California
$23.1M -$721K -13,320 -3%
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