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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 %
CI
651
Cavalier Investments
Georgia
$2.65M +$283K +6,160 +12%
TA
652
TruWealth Advisors
Louisiana
$2.64M +$2.64M +57,405 New
Mercer Global Advisors
653
Mercer Global Advisors
Colorado
$2.63M -$154K -3,350 -6%
HPWM
654
Highland Private Wealth Management
Washington
$2.62M -$25.3K -550 -1%
PG
655
Patten Group
Tennessee
$2.62M -$28K -610 -1%
BFO
656
Boston Family Office
Massachusetts
$2.58M -$8.96K -195 -0.3%
PAS
657
Park Avenue Securities
New York
$2.58M +$1.05M +22,850 +69%
MSAM
658
Moloney Securities Asset Management
Missouri
$2.56M -$61.8K -1,345 -2%
AA
659
Advisory Alpha
Michigan
$2.55M -$435K -9,475 -15%
ATWA
660
Arbor Trust Wealth Advisors
Michigan
$2.54M -$11.5K -250 -0.4%
NAG
661
Northstar Advisory Group
New Jersey
$2.54M +$2.54M +55,160 New
HAS
662
HBW Advisory Services
California
$2.52M -$120K -2,615 -5%
DFA
663
Delta Financial Advisors
Louisiana
$2.49M – – –
HL
664
HeadInvest LLC
Maine
$2.48M +$460K +10,000 +23%
SIM
665
Stratos Investment Management
Ohio
$2.48M +$188K +4,080 +8%
BBHBI
666
B, B, H, & B Inc
Alabama
$2.47M +$2.47M +53,765 New
BFG
667
Beacon Financial Group
Texas
$2.46M -$199K -4,060 -7%
CBN
668
Cadence Bank NA
Texas
$2.46M -$28.3K -615 -1%
RPC
669
Rossmore Private Capital
Connecticut
$2.46M +$4.15K +90 +0.2%
CHC
670
City Holding Co
West Virginia
$2.46M +$170K +3,700 +7%
LC
671
LCNB Corp
Ohio
$2.45M -$223K -4,840 -8%
SFI
672
SPC Financial Inc
Maryland
$2.44M -$89.4K -1,945 -4%
CFO
673
CVA Family Office
Colorado
$2.44M -$18.8K -410 -0.8%
EVM
674
Eaton Vance Management
Massachusetts
$2.43M +$27.1K +590 +1%
GSWM
675
Golden State Wealth Management
California
$2.42M -$2.46M -53,445 -50%
25 26
27
28 29