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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 %
LNWWM
701
Laird Norton Wetherby Wealth Management
California
$2.18M +$959K +20,860 +78%
AIA
702
Arcadia Investment Advisors
Idaho
$2.17M -$24.1K -525 -1%
VFA
703
Valeo Financial Advisors
Indiana
$2.16M +$43.4K +945 +2%
NB
704
NBT Bank
New York
$2.13M -$96.5K -2,100 -4%
GVAG
705
Great Valley Advisor Group
Delaware
$2.12M -$263K -5,725 -11%
AFG
706
Albion Financial Group
Utah
$2.12M -$187K -4,065 -8%
PWM
707
Perigon Wealth Management
California
$2.09M -$46.7K -1,015 -2%
CIC
708
Carnegie Investment Counsel
Ohio
$2.08M -$136K -2,965 -6%
STA
709
Summit Trail Advisors
New York
$2.05M – – –
EFL
710
ERn Financial LLC
Wisconsin
$2.05M -$93.8K -2,040 -4%
1IA
711
1834 Investment Advisors
Wisconsin
$2.05M +$690 +15 +0%
PRWA
712
Platte River Wealth Advisors
Colorado
$2.05M -$26.2K -535 -1%
BRM
713
Boston Research & Management
Massachusetts
$2.03M +$67.1K +1,460 +3%
HB
714
Homrich & Berg
Georgia
$2.03M -$252K -5,475 -11%
MCC
715
Money Concepts Capital
Florida
$2.02M +$2.02M +43,900 New
RT
716
Rockland Trust
Massachusetts
$2.01M +$323K +7,025 +19%
BCM
717
Brookstone Capital Management
Illinois
$2.01M +$415K +9,035 +26%
EWA
718
EP Wealth Advisors
California
$2M +$217K +4,715 +12%
CS
719
Credit Suisse
Switzerland
$1.99M -$803K -17,460 -29%
ACM
720
Azimuth Capital Management
Michigan
$1.99M -$6.89K -150 -0.3%
CCC
721
Crescent Capital Consulting
Louisiana
$1.99M +$1.99M +43,295 New
EK
722
Evensky & Katz
Florida
$1.99M -$9.89K -215 -0.5%
HIA
723
Harbor Investment Advisory
Maryland
$1.98M +$83.6K +1,820 +4%
SAM
724
Silvercrest Asset Management
New York
$1.97M +$380K +8,260 +24%
SF
725
Synovus Financial
Georgia
$1.97M -$857K -18,660 -30%
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