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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 %
NOI
601
Newton One Investments
Delaware
$3.22M +$3.22M +70,145 New
CBT
602
Central Bank & Trust
Kentucky
$3.22M -$151K -3,280 -4%
AC
603
Alexandria Capital
Virginia
$3.21M -$52.4K -1,140 -2%
NC
604
NinePointTwo Capital
California
$3.2M +$3.2M +69,630 New
EWF
605
Epstein & White Financial
California
$3.2M -$53.4K -1,160 -2%
AFS
606
Annapolis Financial Services
Maryland
$3.17M +$3.17M +69,060 New
NEPWA
607
New England Private Wealth Advisors
Massachusetts
$3.14M +$8.74K +190 +0.3%
AC
608
Alley Company
Illinois
$3.14M +$452K +9,835 +17%
APA
609
American Portfolios Advisors
New York
$3.13M +$16.8K +365 +0.5%
CW
610
CreativeOne Wealth
Kansas
$3.11M +$1.45M +31,500 +87%
BSW
611
Buckingham Strategic Wealth
Missouri
$3.11M +$664K +14,450 +27%
NEAM
612
New England Asset Management
Connecticut
$3.11M – – –
SNT
613
Security National Trust
West Virginia
$3.1M +$36.5K +795 +1%
GFP
614
Gryphon Financial Partners
Ohio
$3.09M +$173K +3,755 +6%
OCM
615
Orion Capital Management
California
$3.08M +$3.08M +67,005 New
SIAP
616
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.07M -$37.4K -475 -1%
SFS
617
Sowell Financial Services
Arkansas
$3.06M +$532K +11,580 +21%
AWAP
618
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$3.05M +$3.05M +66,375 New
PCIA
619
Prime Capital Investment Advisors
Kansas
$3.05M +$1.4M +30,370 +85%
PCM
620
Perritt Capital Management
Illinois
$3.03M -$5.98K -130 -0.2%
FTC
621
Farmers Trust Company
Ohio
$3.02M -$2.3K -50 -0.1%
TSWM
622
Triangle Securities Wealth Management
North Carolina
$3.02M +$75.9K +1,650 +3%
WA
623
Wilshire Advisors
California
$3.01M -$377K -8,205 -11%
EBT
624
Enterprise Bank & Trust
Massachusetts
$2.97M +$2.09M +45,510 +238%
KW
625
KWB Wealth
California
$2.97M +$2.97M +64,555 New
23 24
25
26 27