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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 %
FFS
376
Founders Financial Securities
Maryland
$8.04M +$8.04M +174,865 New
GPA
377
Guidance Point Advisors
Massachusetts
$8.02M +$267K +5,805 +3%
William Blair & Company
378
William Blair & Company
Illinois
$8.02M +$77.5K +1,685 +1%
RFO
379
RiverGlades Family Offices
Florida
$7.99M +$112K +2,430 +1%
HA
380
HYA Advisors
Missouri
$7.96M +$24.8K +540 +0.3%
IWA
381
Independence Wealth Advisors
Virginia
$7.89M -$240K -5,215 -3%
BWA
382
Bordeaux Wealth Advisors
California
$7.87M +$7.87M +171,200 New
First Trust Advisors
383
First Trust Advisors
Illinois
$7.83M -$518K -11,260 -6%
Chevy Chase Trust
384
Chevy Chase Trust
Maryland
$7.81M +$1.09M +23,645 +16%
HR
385
Hardy Reed
Mississippi
$7.72M +$2.28M +49,575 +42%
CWA
386
Clarity Wealth Advisors
California
$7.66M +$10.3K +225 +0.1%
MG
387
Mather Group
Illinois
$7.63M +$71.7K +1,560 +0.9%
TCM
388
Traynor Capital Management
Pennsylvania
$7.63M +$5.16M +112,310 +209%
JWBC
389
J.W. Burns & Co
New York
$7.61M -$168K -3,665 -2%
AWM
390
Avondale Wealth Management
Texas
$7.6M -$724K -15,755 -9%
JA
391
JVL Associates
Michigan
$7.55M +$1.29M +28,000 +21%
RWP
392
RWA Wealth Partners
Massachusetts
$7.54M -$766K -16,665 -9%
CB
393
Commerce Bank
Missouri
$7.46M +$1.63M +35,375 +28%
PCFFS
394
Pacific Center for Financial Services
California
$7.44M +$375K +8,160 +5%
Prudential Financial
395
Prudential Financial
New Jersey
$7.42M +$163K +3,545 +2%
UWPG
396
Ullmann Wealth Partners Group
Florida
$7.39M -$134K -2,905 -2%
CIBC World Market
397
CIBC World Market
Ontario, Canada
$7.37M +$280K +6,090 +4%
RSVP
398
Ramsay Stattman Vela & Price
Colorado
$7.33M +$12.6K +275 +0.2%
GA
399
GFS Advisors
Texas
$7.3M +$490K +10,665 +7%
MWP
400
Madison Wealth Partners
Wisconsin
$7.2M +$7.2M +156,530 New