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iShares Core S&P Mid-Cap ETF

1,577 hedge funds and large institutions have $38.5B invested in iShares Core S&P Mid-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 250 funds opening new positions, 552 increasing their positions, 593 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,577
Holders Change
+185
Holders Change %
+13.29%
% of All Funds
27.98%
Holding in Top 10
273
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+15.68%
% of All Funds
4.84%
New
250
Increased
552
Reduced
593
Closed
41
Calls
$53.5M
Puts
$26.6M
Net Calls
+$26.9M
Net Calls Change
+$1.43M
Name Holding Trade Value Shares
Change
Shares
Change %
TC
226
Trilogy Capital
California
$17.4M +$78.4K +1,705 +0.5%
SIC
227
Shoker Investment Counsel
Ohio
$17.3M +$157K +3,420 +0.9%
OC
228
Oppenheimer & Co
New York
$17.3M +$211K +4,600 +1%
JWA
229
JFS Wealth Advisors
Pennsylvania
$17.2M +$1.15M +25,115 +7%
PAM
230
Peninsula Asset Management
Florida
$17M -$161K -3,500 -0.9%
PP
231
Pegasus Partners
Wisconsin
$17M +$275K +5,980 +2%
CIM
232
CIM Investment Management
Pennsylvania
$16.9M +$373K +8,115 +2%
SPC
233
Sigma Planning Corp
Michigan
$16.8M +$296K +6,430 +2%
BA
234
Bristlecone Advisors
Washington
$16.7M +$916K +19,935 +6%
CIC
235
Cornercap Investment Counsel
Georgia
$16.6M +$8.79M +213,615 +113%
Rockefeller Capital Management
236
Rockefeller Capital Management
New York
$16.3M +$1.69M +36,740 +12%
TPWA
237
TRUE Private Wealth Advisors
Oregon
$16.3M -$3.58M -77,915 -18%
CA
238
Calton & Associates
Florida
$16.3M -$4.14M -90,125 -20%
ATC
239
Argent Trust Co
Tennessee
$16.2M -$145K -3,150 -0.9%
SFG
240
StrategIQ Financial Group
Indiana
$16.1M +$165K +3,585 +1%
HI
241
Human Investing
Oregon
$16.1M +$1.62M +35,325 +11%
CASB
242
Cape Ann Savings Bank
Massachusetts
$16M +$16M +347,130 New
NFG
243
Nations Financial Group
Iowa
$15.9M +$485K +10,555 +3%
DIP
244
DT Investment Partners
Pennsylvania
$15.8M -$4.96M -107,810 -24%
BSSFA
245
Baron Silver Stevens Financial Advisors
Florida
$15.7M +$15.7M +342,220 New
FWIA
246
Fort Washington Investment Advisors
Ohio
$15.7M -$74.2K -1,615 -0.5%
FCI
247
Financial Counselors Inc
Kansas
$15.6M -$1.54M -33,585 -9%
CA
248
Crewe Advisors
Utah
$15.5M +$2.79M +60,610 +22%
CC
249
Courier Capital
New York
$15.5M +$12K +260 +0.1%
DFA
250
DHJJ Financial Advisors
Illinois
$15.5M +$15.5M +336,480 New