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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 %
BA
426
Bellwether Advisors
Nebraska
$6.56M +$6.56M +142,705 New
GIA
427
GHP Investment Advisors
Colorado
$6.54M -$80K -1,740 -1%
IWM
428
IHT Wealth Management
Illinois
$6.54M -$81.1K -1,765 -1%
MCWS
429
McKinley Carter Wealth Services
West Virginia
$6.53M +$1.47M +31,875 +29%
ACM
430
Armbruster Capital Management
New York
$6.51M -$307K -6,675 -5%
PP
431
Palladium Partners
Virginia
$6.49M -$1.28M -27,760 -16%
MC
432
Middleton & Co
Massachusetts
$6.39M +$138K +3,005 +2%
VFIC
433
Valley Forge Investment Consultants
Pennsylvania
$6.33M +$6.33M +137,720 New
IA
434
IFG Advisory
Georgia
$6.27M -$814K -17,710 -11%
KFS
435
Kelly Financial Services
Massachusetts
$6.15M -$6.2M -134,980 -50%
WFA
436
Wellspring Financial Advisors
Ohio
$6.15M -$355K -7,720 -5%
SWM
437
SVA Wealth Management
Wisconsin
$6.14M +$56.5K +1,230 +0.9%
FFG
438
Ford Financial Group
California
$6.1M +$316K +6,885 +5%
KPWG
439
KFA Private Wealth Group
Virginia
$6.09M -$509K -11,070 -8%
SSW
440
Smith Shellnut Wilson
Mississippi
$6.08M +$4.88M +106,085 +404%
SCA
441
Snowden Capital Advisors
New York
$6.07M -$517K -11,250 -8%
FC
442
Ferris Capital
Massachusetts
$6.06M +$60.7K +1,320 +1%
CAGAS
443
Capital Advisory Group Advisory Services
Minnesota
$6.04M +$195K +4,245 +3%
FAIM
444
Financial Advocates Investment Management
Washington
$5.96M -$59.1K -1,285 -1%
SFG
445
Summit Financial Group
West Virginia
$5.95M -$436K -9,480 -7%
NGA
446
Naples Global Advisors
Florida
$5.94M -$148K -3,225 -2%
CFGS
447
Concourse Financial Group Securities
Alabama
$5.94M -$605K -13,165 -9%
NL
448
NWAM LLC
Washington
$5.91M +$39.5K +860 +0.7%
FDCDDQ
449
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.91M +$76.8K +1,670 +1%
SLT
450
St Louis Trust
Missouri
$5.86M -$675K -14,690 -10%