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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 %
USAA
401
United Services Automobile Association
Texas
$7.19M -$11.6M -288,145 -62%
ABC
402
Associated Banc-Corp
Wisconsin
$7.16M +$213K +4,640 +3%
PWP
403
Personal Wealth Partners
Minnesota
$7.16M -$1.04M -22,590 -13%
TC
404
TAP Consulting
Missouri
$7.14M -$1.09M -23,640 -13%
RWG
405
Ratio Wealth Group
Colorado
$7.1M +$7.1M +154,430 New
MCM
406
Magnolia Capital Management
New York
$7.08M -$5.75K -125 -0.1%
FTUS
407
Flow Traders U.S.
New York
$7.04M +$1.37M +29,785 +24%
BBNA
408
Bremer Bank National Association
Minnesota
$7.02M -$280K -6,100 -4%
KTC
409
Kistler-Tiffany Companies
Pennsylvania
$7.02M -$145K -3,145 -2%
EWA
410
Exencial Wealth Advisors
Oklahoma
$6.97M -$63.2K -1,375 -0.9%
JWCA
411
J.W. Cole Advisors
Florida
$6.93M +$3.07M +66,735 +79%
HF
412
Halpern Financial
Virginia
$6.92M -$614K -13,350 -8%
AA
413
Argent Advisors
Louisiana
$6.91M -$448K -9,740 -6%
BOTW
414
Bank of the West
California
$6.89M +$31.5K +685 +0.5%
PFA
415
Pettinga Financial Advisors
Indiana
$6.88M -$456K -9,930 -6%
FNBT
416
FineMark National Bank & Trust
Florida
$6.82M +$1.27M +27,640 +23%
ISB
417
Iowa State Bank
Iowa
$6.81M +$1.39M +30,240 +26%
WWM
418
Windsor Wealth Management
Indiana
$6.74M +$877K +19,070 +15%
SFP
419
Sterling Financial Planning
New Jersey
$6.73M +$6.73M +146,495 New
WHG
420
Westwood Holdings Group
Texas
$6.73M -$4.5M -97,960 -40%
IF
421
Ironwood Financial
Arizona
$6.71M +$2.29M +49,840 +52%
SQA
422
Simon Quick Advisors
New Jersey
$6.66M +$201K +4,370 +3%
EWA
423
Encompass Wealth Advisors
Oregon
$6.65M +$6.65M +144,555 New
GRP
424
Global Retirement Partners
California
$6.61M -$373K -8,110 -5%
FWCM
425
Ferguson Wellman Capital Management
Oregon
$6.58M +$5.52K +120 +0.1%