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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

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

Top Buyers

1
PFO
Pathstone Family Office
New Jersey
+$65M
2
LPL Financial
LPL Financial
California
+$64M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$57.4M
4
Millennium Management
Millennium Management
New York
+$54.4M
5
WANY
Wealthspire Advisors (New York)
New York
+$48.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$122M
2
HI
Horizon Investments
North Carolina
-$114M
3
HNB
Huntington National Bank
Ohio
-$94.5M
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$91.2M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$83.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Natixis Advisors
301
Natixis Advisors
Massachusetts
$11.4M -$2.5M -54,375 -18%
DWA
302
Divergent Wealth Advisors
Utah
$11.4M -$3.42M -74,360 -23%
OWA
303
One Wealth Advisors
California
$11.3M -$342K -7,440 -3%
TCOV
304
Trust Company of Vermont
Vermont
$11.3M +$274K +5,965 +2%
MCG
305
MACRO Consulting Group
New Jersey
$11.2M -$214K -4,650 -2%
GLLW
306
Graves Light Lenhart Wealth
Virginia
$11.1M +$149K +3,250 +1%
MBT
307
Montecito Bank & Trust
California
$11.1M -$604K -13,130 -5%
SMC
308
Smith, Moore & Co
Missouri
$11.1M +$146K +3,175 +1%
MSA
309
Marino Stram & Associates
Massachusetts
$11M -$728K -15,835 -6%
CGFA
310
Colton Groome Financial Advisors
North Carolina
$11M +$636K +13,835 +6%
LBC
311
Lowe Brockenbrough & Co
Virginia
$11M +$1.04M +22,570 +10%
FMN
312
Financial Management Network
California
$10.9M +$10.9M +222,160 New
CB
313
Community Bank
New York
$10.9M -$65.3K -1,420 -0.6%
NPF
314
Norris Perne & French
Michigan
$10.9M +$1.18M +25,690 +12%
WS
315
Wela Strategies
Georgia
$10.7M -$57.2K -1,245 -0.5%
NFG
316
Next Financial Group
Texas
$10.7M +$1.45M +31,600 +16%
PI
317
Pachira Investments
California
$10.7M -$177K -3,845 -2%
NCM
318
Neumann Capital Management
California
$10.6M -$54K -1,175 -0.5%
FPFS
319
First Personal Financial Services
North Carolina
$10.6M -$115K -2,495 -1%
NC
320
NewSquare Capital
Pennsylvania
$10.6M -$214K -4,650 -2%
WWM
321
Western Wealth Management
Colorado
$10.5M -$1.33M -28,890 -11%
TPCW
322
TD Private Client Wealth
New York
$10.5M -$949K -20,640 -8%
SAS
323
Sanford Advisory Services
Michigan
$10.5M +$10.5M +228,545 New
LCOV
324
London Company of Virginia
Virginia
$10.5M +$6.12M +133,200 +141%
LWA
325
LWS Wealth Advisors
New Jersey
$10.3M -$1.42M -30,880 -12%
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