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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 %
SB
251
Simmons Bank
Arkansas
$15.5M -$26.4K -575 -0.2%
MFA
252
Mayflower Financial Advisors
Massachusetts
$15.4M +$15.4M +334,700 New
SWA
253
Sax Wealth Advisors
New Jersey
$15.2M +$15.2M +330,055 New
FI
254
FormulaFolio Investments
Michigan
$15M -$802K -17,450 -5%
PIC
255
Platt Investment Counsel
Florida
$14.8M +$14.8M +322,715 New
BWP
256
BSW Wealth Partners
Colorado
$14.7M -$43.7K -950 -0.3%
HCA
257
Horan Capital Advisors
Ohio
$14.7M +$609K +13,250 +4%
YIA
258
YHB Investment Advisors
Connecticut
$14.6M -$460 -10 -0%
RhumbLine Advisers
259
RhumbLine Advisers
Massachusetts
$14.5M +$496K +10,785 +4%
CA
260
Cambridge Advisors
Nebraska
$14.4M -$632K -13,750 -4%
HSWM
261
Hubbell Strickland Wealth Management
Louisiana
$14.4M -$44.1K -960 -0.3%
IA
262
IFP Advisors
Florida
$14.2M -$281K -6,120 -2%
WFA
263
West Financial Advisors
Iowa
$14M +$14M +303,880 New
AF
264
Arrow Financial
New York
$13.9M -$46.4K -1,010 -0.3%
PGA
265
Portland Global Advisors
Maine
$13.7M +$626K +13,610 +5%
RCAG
266
Rehmann Capital Advisory Group
Michigan
$13.7M -$266K -5,800 -2%
HI
267
Hudock Inc
Pennsylvania
$13.5M +$201K +4,375 +2%
FBB
268
Fulton Breakefield Broenniman
Maryland
$13.3M -$2.87M -62,465 -18%
AWE
269
Avidian Wealth Enterprises
Texas
$13.3M -$862K -18,750 -6%
GG
270
Gofen & Glossberg
Illinois
$13.1M +$392K +8,530 +3%
IWMA
271
Ironwood Wealth Management (Arizona)
Arizona
$13.1M +$651K +14,160 +5%
QCG
272
Quadrant Capital Group
Ohio
$13.1M +$411K +8,945 +3%
GT
273
Glenmede Trust
Pennsylvania
$13M +$114K +2,480 +0.9%
PFP
274
Pinnacle Financial Partners
Tennessee
$12.9M -$121K -2,640 -0.9%
LA
275
Lynch & Associates
Indiana
$12.6M -$388K -8,435 -3%