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iShares Core S&P Mid-Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
FNBOO
626
First National Bank of Omaha
Nebraska
$2.96M +$115K +2,505 +4%
MYIA
627
Mount Yale Investment Advisors
Colorado
$2.94M -$237K -5,165 -7%
UF
628
Univest Financial
Pennsylvania
$2.94M -$652K -14,180 -18%
SWP
629
Summit Wealth Partners
Florida
$2.94M -$514K -11,190 -15%
PR
630
Payden & Rygel
California
$2.92M +$8.5K +185 +0.3%
HAC
631
Harbor Advisory Corp
New Hampshire
$2.9M +$2.9M +63,035 New
MP
632
McDonald Partners
Ohio
$2.85M +$2.85M +61,970 New
AWA
633
Arete Wealth Advisors
Illinois
$2.84M -$6.8K -150 -0.2%
PA
634
Pinnacle Associates
New York
$2.83M +$690 +15 +0%
FA
635
FC Advisory
Pennsylvania
$2.8M +$8.96K +195 +0.3%
GLA
636
Good Life Advisors
Pennsylvania
$2.79M -$1.26M -27,460 -31%
VCM
637
Vivaldi Capital Management
Illinois
$2.78M +$151K +3,275 +6%
AIC
638
Ameritas Investment Company
Nebraska
$2.77M +$303K +6,585 +12%
JIP
639
Jaffetilchin Investment Partners
Florida
$2.77M +$1.91M +41,605 +223%
SIC
640
Samalin Investment Counsel
New York
$2.75M -$2.85M -61,990 -51%
WQ
641
Wealth Quarterback
New Jersey
$2.74M -$514K -11,170 -16%
UWM
642
Urban Wealth Management
California
$2.74M +$2.74M +59,645 New
CAG
643
Crestwood Advisors Group
Massachusetts
$2.73M +$12.2K +265 +0.4%
FIM
644
Fernwood Investment Management
Massachusetts
$2.73M -$2.99K -65 -0.1%
FNBOSM
645
First National Bank of South Miami
Florida
$2.72M +$351K +7,645 +15%
FCB
646
First Command Bank
Texas
$2.72M +$1.29M +28,085 +91%
FCFS
647
First Command Financial Services
Texas
$2.72M +$1.29M +28,085 +91%
FCA
648
FinTrust Capital Advisors
South Carolina
$2.7M -$42.3K -920 -2%
ECG
649
Edge Capital Group
Georgia
$2.69M -$289K -6,285 -10%
PPA
650
Parametric Portfolio Associates
Washington
$2.68M +$98.6K +2,145 +4%