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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 %
MAFM
451
Mid Atlantic Financial Management
Pennsylvania
$5.85M +$117K +2,555 +2%
PWW
452
Pettyjohn Wood & White
Virginia
$5.84M +$216K +4,695 +4%
TFCP
453
Twin Focus Capital Partners
Massachusetts
$5.78M -$67.1K -1,460 -1%
MI
454
Moneywise Inc
Virginia
$5.73M +$51.5K +1,120 +0.9%
HWA
455
Heritage Wealth Advisors
Virginia
$5.72M -$113K -2,450 -2%
KPWS
456
Kestra Private Wealth Services
Texas
$5.69M +$666K +14,500 +13%
FWM
457
ForthRight Wealth Management
Georgia
$5.68M +$5.68M +123,535 New
SWA
458
SOA Wealth Advisors
New York
$5.63M +$5.63M +112,015 New
MIAN
459
Mariner Independent Advisor Network
Kansas
$5.61M +$1.5M +32,700 +37%
PFA
460
Pure Financial Advisors
California
$5.6M -$1.13M -24,685 -17%
CCP
461
Cardan Capital Partners
Colorado
$5.58M -$216K -4,690 -4%
FWM
462
Frontier Wealth Management
Missouri
$5.58M -$887K -19,295 -14%
CCM
463
Coldstream Capital Management
Washington
$5.57M -$388K -8,445 -7%
DAS
464
Dynamic Advisor Solutions
Arizona
$5.57M +$280K +6,090 +5%
KOMWMG
465
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$5.47M +$582K +12,665 +12%
ERWM
466
Elk River Wealth Management
Colorado
$5.45M +$5.45M +118,650 New
DJYG
467
David J. Yvars Group
Florida
$5.44M +$5.44M +118,450 New
HCMT
468
Highland Capital Management (Tennessee)
Tennessee
$5.43M +$138K +3,000 +3%
PBF
469
Petix & Botte Financial
California
$5.37M -$130K -2,835 -2%
CC
470
Cedar Capital
Illinois
$5.32M +$2.23M +48,460 +72%
OIA
471
OneDigital Investment Advisors
Kansas
$5.29M +$432K +9,315 +9%
CIR
472
Clear Investment Research
Georgia
$5.24M -$594K -12,925 -10%
CFC
473
Coyle Financial Counsel
Illinois
$5.24M +$82.1K +1,785 +2%
FC
474
FCA Corp
Texas
$5.23M +$534K +11,610 +11%
TA
475
Tectonic Advisors
Texas
$5.2M +$5.2M +113,160 New
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