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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 %
CWA
326
Core Wealth Advisors
Florida
$10.2M -$315K -6,845 -3%
ISWM
327
Independent Solutions Wealth Management
New York
$10.2M +$306K +6,655 +3%
MW
328
MBL Wealth
North Carolina
$10.1M +$10.1M +219,540 New
NAM
329
NTV Asset Management
West Virginia
$10M -$232K -5,050 -2%
ST
330
Smithfield Trust
Pennsylvania
$9.98M +$532K +11,570 +6%
C
331
Certuity
Florida
$9.94M -$184K -4,000 -2%
JFGIW
332
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.94M +$80.4K +1,750 +0.8%
HFA
333
High Falls Advisors
New York
$9.92M -$3.07M -66,870 -24%
SAF
334
Smith Anglin Financial
Texas
$9.91M +$9.91M +215,685 New
AWM
335
AAF Wealth Management
Massachusetts
$9.83M +$9.83M +213,785 New
BOH
336
Bank of Hawaii
Hawaii
$9.72M -$100K -2,175 -1%
CNC
337
Citizens & Northern Corp
Pennsylvania
$9.7M -$17.5K -380 -0.2%
FHC
338
First Horizon Corporation
Tennessee
$9.6M -$304K -6,605 -3%
WCM
339
Windsor Capital Management
Arizona
$9.39M -$296K -6,450 -3%
TF
340
Tompkins Financial
New York
$9.37M -$7.28M -158,470 -44%
NA
341
NewEdge Advisors
Louisiana
$9.35M -$974K -21,190 -9%
RWB
342
RMR Wealth Builders
New Jersey
$9.3M -$14.8M -322,090 -61%
HH
343
HWG Holdings
Texas
$9.25M +$1.3M +28,325 +16%
GIA
344
Gladstone Institutional Advisory
Florida
$9.2M +$129K +2,810 +1%
PBO
345
Peoples Bank (Ohio)
Ohio
$9.14M +$113K +2,465 +1%
WAG
346
Winthrop Advisory Group
Massachusetts
$9.03M +$4.31M +93,860 +91%
CFA
347
Carroll Financial Associates
North Carolina
$9.03M -$191K -4,150 -2%
LAS
348
Lloyd Advisory Services
Georgia
$8.99M +$1.73M +37,705 +24%
MA
349
MUFG Americas
New York
$8.97M -$721K -15,675 -7%
PMG
350
ProVise Management Group
Florida
$8.95M -$155K -3,365 -2%