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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
+$151M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$122M
3
LPL Financial
LPL Financial
California
+$94.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$57.2M
5
Mariner
Mariner
Kansas
+$50.3M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
-$1.82B
2
RJA
Raymond James & Associates
Florida
-$350M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$224M
4
Wells Fargo
Wells Fargo
California
-$163M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$78.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
201
Chesley Taft & Associates
Illinois
$26.2M +$218K +4,140 +0.8%
1832 Asset Management
202
1832 Asset Management
Ontario, Canada
$26.1M +$984K +18,300 +4%
LP
203
LGL Partners
Pennsylvania
$25.9M -$37.9K -720 -0.1%
AF
204
Affiance Financial
Minnesota
$25.4M -$409K -7,770 -2%
IWC
205
Integrated Wealth Concepts
Massachusetts
$25.3M +$1.03M +19,640 +4%
Citadel Advisors
206
Citadel Advisors
Florida
$25.1M +$24.8M +471,915 +9,354%
CA
207
Clearstead Advisors
Ohio
$24.8M +$6.58K +125 +0%
CA
208
Crewe Advisors
Utah
$24.7M +$700K +13,305 +3%
Rockefeller Capital Management
209
Rockefeller Capital Management
New York
$24.6M +$5.07M +96,305 +26%
FAG
210
Financial Advisory Group
Texas
$24.1M +$570K +10,840 +2%
SPC
211
Sigma Planning Corp
Michigan
$23.8M +$1.33M +25,215 +6%
RWB
212
RMR Wealth Builders
New Jersey
$23.7M +$3.39M +64,500 +17%
TC
213
Trilogy Capital
California
$23.4M +$914K +17,365 +4%
BHWM
214
Bar Harbor Wealth Management
New Hampshire
$23.4M -$34.2K -650 -0.1%
CI
215
Conning Inc
Connecticut
$23.4M -$4.44M -84,395 -16%
VCM
216
Vision Capital Management
Oregon
$23.3M -$1.96M -37,255 -8%
CA
217
Cetera Advisors
Colorado
$23.2M +$1.51M +28,625 +7%
TCM
218
Twele Capital Management
Minnesota
$23.1M -$297K -5,650 -1%
TRCT
219
Tower Research Capital (TRC)
New York
$23.1M +$14.9M +283,555 +182%
FBB
220
Fulton Breakefield Broenniman
Maryland
$23M +$806K +15,315 +4%
DT
221
Diversified Trust
Tennessee
$22.8M -$1.94M -36,845 -8%
VCM
222
Verde Capital Management
Michigan
$22.7M +$3.24M +61,525 +17%
BPA
223
Beacon Pointe Advisors
California
$22.6M +$2.27M +43,215 +11%
DT
224
Daniels + Tansey
Delaware
$22.2M +$744K +14,135 +3%
MGIA
225
Moneta Group Investment Advisors
Missouri
$21.8M +$1.04M +19,700 +5%
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