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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 %
PI
51
PFS Investments
Georgia
$101M +$13.4M +277,365 +15%
US Bancorp
52
US Bancorp
Minnesota
$99.5M +$3.01M +65,525 +3%
WANY
53
Wealthspire Advisors (New York)
New York
$98.9M +$48.5M +1,055,220 +96%
TAIM
54
TD Ameritrade Investment Management
Nebraska
$97.1M -$7.53M -163,775 -7%
MIA
55
MainStreet Investment Advisors
Illinois
$96.5M -$10.9M -237,630 -10%
SSB
56
Sandy Spring Bank
Maryland
$92.1M +$32.6K +710 +0%
LW
57
Linscomb Wealth
Texas
$92.1M -$2.78M -60,580 -3%
State Street
58
State Street
Massachusetts
$91.8M -$12M -260,340 -12%
LWMT
59
Legacy Wealth Management (Tennessee)
Tennessee
$87M -$4.34M -94,435 -5%
UCFA
60
United Capital Financial Advisors
Texas
$85.7M -$1.95M -42,395 -2%
JPMPWA
61
J.P. Morgan Private Wealth Advisors
California
$85.6M +$2.65M +57,685 +3%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$84.2M +$1.76M +38,330 +2%
MPWT
63
MassMutual Private Wealth & Trust
Connecticut
$78.5M -$3.76M -81,775 -5%
SIC
64
Sigma Investment Counselors
Michigan
$77.5M +$36.2M +786,680 +87%
HighTower Advisors
65
HighTower Advisors
Illinois
$76.7M +$1.21M +26,340 +2%
AIM
66
Acropolis Investment Management
Missouri
$76.4M -$2.99M -65,040 -4%
BF
67
BOK Financial
Oklahoma
$76.1M +$1.47M +31,990 +2%
BFPW
68
BOK Financial Private Wealth
Colorado
$74.7M -$894K -19,445 -1%
SHGA
69
Sand Hill Global Advisors
California
$74.6M +$2.63M +57,125 +4%
TF
70
TIAA FSB
Florida
$74M -$6.48M -141,080 -8%
VC
71
Vicus Capital
Pennsylvania
$71.2M +$2.5M +54,490 +4%
MML Investors Services
72
MML Investors Services
Massachusetts
$70.3M -$65.5K -1,425 -0.1%
Stifel Financial
73
Stifel Financial
Missouri
$70.1M +$6.97M +151,605 +11%
NAM
74
NorthCoast Asset Management
Connecticut
$69.3M +$2.32M +50,365 +3%
AFG
75
Arkansas Financial Group
Arkansas
$69.2M -$1.75M -38,060 -2%