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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 %
APW
351
Acima Private Wealth
Virginia
$8.9M +$634K +13,795 +8%
CGA
352
Crescent Grove Advisors
Illinois
$8.87M +$421K +9,170 +5%
Principal Financial Group
353
Principal Financial Group
Iowa
$8.85M +$416K +9,040 +5%
AAS
354
Avantax Advisory Services
Texas
$8.72M -$14.7M -320,185 -63%
AWM
355
Avior Wealth Management
Nebraska
$8.67M +$1.09M +23,690 +14%
TCBWMS
356
Texas Capital Bank Wealth Management Services
Texas
$8.61M -$830K -18,060 -9%
BG
357
Berry Group
Massachusetts
$8.59M +$567K +12,340 +7%
P
358
&Partners
Tennessee
$8.58M +$1.08M +23,620 +14%
Bank Julius Baer & Co
359
Bank Julius Baer & Co
Switzerland
$8.58M +$8.58M +186,550 New
PGWM
360
Parisi Gray Wealth Management
New Jersey
$8.56M +$8.27K +180 +0.1%
AA
361
Ancora Advisors
Ohio
$8.54M -$58.4K -1,270 -0.7%
RDFA
362
Ritter Daniher Financial Advisory
Ohio
$8.52M +$8.52M +185,420 New
CA
363
Centerpoint Advisors
Massachusetts
$8.49M -$271K -5,890 -3%
CFB
364
Cullen/Frost Bankers
Texas
$8.45M -$94K -2,045 -1%
GC
365
Grimes & Company
Massachusetts
$8.35M -$125K -2,715 -1%
JAG
366
Journey Advisory Group
Kentucky
$8.34M +$8.34M +181,480 New
RWRC
367
R.W. Roge & Company
New York
$8.29M -$97.7K -2,125 -1%
SG
368
StoneX Group
New York
$8.29M +$633K +13,760 +8%
RWMH
369
Riverpoint Wealth Management Holdings
Illinois
$8.27M -$88.5K -1,925 -1%
EWM
370
Evercore Wealth Management
New York
$8.26M +$633K +13,765 +8%
ANTB
371
AMG National Trust Bank
Colorado
$8.16M +$223K +4,860 +3%
TCM
372
Towercrest Capital Management
Pennsylvania
$8.15M +$52.6K +1,145 +0.7%
MWM
373
Marietta Wealth Management
Georgia
$8.13M -$204K -4,435 -2%
SIAM
374
Sterling Investment Advisors (Missouri)
Missouri
$8.1M -$125K -2,710 -2%
N
375
Natixis
France
$8.1M +$502K +10,930 +7%
13 14
15
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