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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 %
CBB
676
Citizens Business Bank
California
$2.42M
GC
677
Guggenheim Capital
Illinois
$2.42M -$270K -5,865 -10%
BFM
678
Broadview Financial Management
Wisconsin
$2.42M -$107K -2,320 -4%
CRC
679
Curi RMB Capital
Illinois
$2.41M -$54K -1,175 -2%
CWM
680
Cranbrook Wealth Management
Michigan
$2.4M -$102K -2,225 -4%
EB
681
Eastern Bank
Massachusetts
$2.4M -$17.7K -385 -0.7%
ACM
682
AUA Capital Management
Pennsylvania
$2.4M +$11K +240 +0.5%
BRWA
683
B. Riley Wealth Advisors
Florida
$2.38M +$40.5K +880 +2%
PCG
684
Private Capital Group
Connecticut
$2.38M -$136K -2,970 -5%
WP
685
WealthShield Partners
North Carolina
$2.35M +$1.85M +40,335 +377%
FMW
686
Farr Miller & Washington
District of Columbia
$2.33M +$144K +3,130 +7%
LFAS
687
Level Four Advisory Services
Texas
$2.31M -$3.71M -80,635 -62%
SF
688
Symphony Financial
Texas
$2.28M +$2.28M +50,350 New
American Century Companies
689
American Century Companies
Missouri
$2.28M -$46K -1,000 -2%
EFS
690
Essex Financial Services
Connecticut
$2.27M +$621K +13,510 +38%
MWM
691
Mascoma Wealth Management
New Hampshire
$2.27M +$2.27M +49,270 New
TAM
692
Townsend Asset Management
North Carolina
$2.26M +$18.6K +405 +0.8%
MOS
693
MGO One Seven
Ohio
$2.25M -$161K -3,505 -7%
IP
694
Investment Partners
Ohio
$2.24M -$1.15K -25 -0.1%
QCM
695
Quest Capital Management
Texas
$2.24M +$29.7K +645 +1%
HIMC
696
Heritage Investors Management Corp
Maryland
$2.24M +$16.1K +350 +0.7%
DWMG
697
DB Wealth Management Group
California
$2.24M +$2.24M +48,640 New
WF
698
Welch & Forbes
Massachusetts
$2.21M -$193K -4,200 -8%
BFA
699
Beacon Financial Advisory
Ohio
$2.19M +$79.5K +1,730 +4%
CNB
700
Camden National Bank
Maine
$2.19M +$20K +435 +0.9%