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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 %
EW
551
Element Wealth
Mississippi
$3.87M -$113K -2,455 -3%
KLI
552
Kelman-Lazarov Inc
Tennessee
$3.86M -$105K -2,285 -3%
CC
553
Cadinha & Co
Hawaii
$3.86M +$1.95M +42,510 +103%
CTC
554
Central Trust Company
Missouri
$3.84M +$1.03M +22,485 +37%
GWM
555
Geneos Wealth Management
Colorado
$3.82M +$2.75M +199,280 +258%
FBA
556
Front Barnett Associates
Illinois
$3.82M +$51K +1,110 +1%
RIA
557
Regal Investment Advisors
Michigan
$3.81M +$685K +14,900 +22%
PA
558
PFG Advisors
Arizona
$3.8M -$413K -8,975 -10%
FSG
559
Financial Strategies Group
Michigan
$3.77M -$36.1K -785 -0.9%
PAG
560
Pinnacle Advisory Group
Maryland
$3.77M -$279K -6,060 -7%
GWMIA
561
Global Wealth Management Investment Advisory
Florida
$3.76M +$460 +10 +0%
SCG
562
Sonata Capital Group
Washington
$3.74M -$93.3K -2,030 -2%
HMC
563
Harvard Management Company
Massachusetts
$3.74M -$526K -11,445 -12%
KWM
564
Kingsview Wealth Management
Oregon
$3.72M -$1.61K -35 -0%
CFS
565
CRA Financial Services
New Jersey
$3.72M -$136K -2,965 -4%
HSA
566
HBK Sorce Advisory
Pennsylvania
$3.71M -$191K -4,160 -5%
VVP
567
Venture Visionary Partners
Ohio
$3.71M +$2.87M +62,530 +345%
PWAG
568
Polaris Wealth Advisory Group
California
$3.68M +$626K +12,995 +20%
DC
569
Davenport & Co
Virginia
$3.67M +$550K +11,975 +18%
FLA
570
Financial Life Advisors
Texas
$3.66M -$32.9K -715 -0.9%
CFA
571
Cahill Financial Advisors
Minnesota
$3.61M -$96.1K -2,090 -3%
HWM
572
HighMark Wealth Management
Minnesota
$3.58M -$105K -2,275 -3%
PA
573
PSI Advisors
Florida
$3.58M -$672K -14,625 -16%
WPW
574
Waldron Private Wealth
Pennsylvania
$3.56M +$91.2K +1,985 +3%
BB
575
Busey Bank
Illinois
$3.56M -$379K -8,240 -10%
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