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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 %
KPCM
501
Kings Point Capital Management
New York
$4.69M +$724K +15,755 +18%
CCM
502
Canal Capital Management
Virginia
$4.68M +$57K +1,240 +1%
WAOI
503
Wealth Advisors of Iowa
Iowa
$4.62M +$3.3M +71,695 +248%
GL
504
Graypoint LLC
New York
$4.6M +$1.74M +37,910 +61%
CNBTD
505
Citizens National Bank Trust Department
Mississippi
$4.59M +$54.9K +1,195 +1%
SP
506
SWS Partners
Ohio
$4.58M -$309K -6,725 -6%
HWA
507
Heritage Way Advisors
Illinois
$4.53M +$973K +21,175 +27%
WJA
508
Willis Johnson & Associates
Texas
$4.53M +$4.53M +98,595 New
OFG
509
Omega Financial Group
California
$4.53M -$51.5K -1,120 -1%
BFS
510
Bard Financial Services
Connecticut
$4.52M +$4.52M +98,375 New
TVAMP
511
Tennessee Valley Asset Management Partners
Tennessee
$4.5M +$2.32M +50,485 +107%
ST
512
Spinnaker Trust
Maine
$4.49M +$29.2K +635 +0.7%
SAM
513
Securian Asset Management
Minnesota
$4.45M -$129K -2,800 -3%
CWM
514
Cornerstone Wealth Management
Missouri
$4.45M -$84.1K -1,830 -2%
TFA
515
Tranquilli Financial Advisor
New Jersey
$4.42M +$4.42M +96,210 New
PEA
516
Pacific Edge Advisors
California
$4.41M -$52.9K -1,150 -1%
CWM
517
Curi Wealth Management
North Carolina
$4.41M +$4.41M +95,835 New
CT
518
Coastline Trust
Rhode Island
$4.39M -$20.7K -450 -0.5%
PWA
519
Physician Wealth Advisors
Utah
$4.35M +$223K +4,465 +5%
CA
520
Crumly & Associates
Illinois
$4.35M -$2.71M -55,190 -38%
AWM
521
Altavista Wealth Management
North Carolina
$4.35M -$43.2K -940 -1%
Cerity Partners
522
Cerity Partners
New York
$4.32M -$307K -6,675 -7%
ZIM
523
Zacks Investment Management
Illinois
$4.31M +$514K +11,195 +14%
FFW
524
Fusion Family Wealth
New York
$4.31M -$189K -4,105 -4%
WA
525
Wealth Alliance
New York
$4.3M -$75.4K -1,640 -2%
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