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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 %
MPCG
526
Matrix Private Capital Group
New York
$4.3M +$858K +18,665 +25%
IA
527
IFS Advisors
Kansas
$4.29M +$4.29M +93,325 New
CCT
528
Country Club Trust
Missouri
$4.28M +$44.6K +970 +1%
HCC
529
Hirtle Callaghan & Co
Pennsylvania
$4.24M – – –
GWAM
530
Guardian Wealth Advisors (Minnesota)
Minnesota
$4.23M +$4.23M +92,055 New
PCM
531
Pennsylvania Capital Management
Pennsylvania
$4.16M -$794K -16,415 -16%
BCA
532
Berman Capital Advisors
Georgia
$4.16M -$231K -5,020 -5%
Koshinski Asset Management
533
Koshinski Asset Management
Illinois
$4.14M -$172K -3,750 -4%
GFS
534
GYL Financial Synergies
Connecticut
$4.14M +$417K +9,080 +11%
ONB
535
Old National Bancorp
Indiana
$4.13M -$122K -2,655 -3%
LWM
536
Lionsbridge Wealth Management
Florida
$4.08M +$1.84M +40,060 +82%
ARG
537
Advisory Resource Group
Oklahoma
$4.07M +$50.3K +1,095 +1%
AFS
538
Aft Forsyth & Sober
Florida
$4.07M +$3.76M +81,750 +1,211%
ASN
539
Advisory Services Network
Georgia
$4.07M -$918K -19,980 -18%
FPW
540
Flagship Private Wealth
Massachusetts
$4.06M +$4.06M +85,980 New
PCM
541
Parsons Capital Management
Rhode Island
$4.03M +$560K +12,185 +16%
FCA
542
FLC Capital Advisors
California
$4.01M -$85.7K -1,865 -2%
RWA
543
River Wealth Advisors
Pennsylvania
$3.99M +$24.8K +540 +0.6%
GT
544
Glenview Trust
Kentucky
$3.99M +$165K +3,580 +4%
SFA
545
Sequoia Financial Advisors
Ohio
$3.98M +$34.9K +760 +0.9%
BFWA
546
Benchmark Financial Wealth Advisors
Florida
$3.94M -$110K -2,385 -3%
TFA
547
Trinity Financial Advisors
Ohio
$3.93M +$3.93M +84,145 New
WCM
548
Washburn Capital Management
Florida
$3.91M -$42.8K -930 -1%
GTAM
549
Global Trust Asset Management
Florida
$3.9M +$77.2K +1,680 +2%
CPA
550
Clear Perspective Advisors
Illinois
$3.89M +$139K +3,020 +4%
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