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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 %
BF
726
Blankinship & Foster
California
$1.95M -$141K -3,060 -7%
ABTD
727
Arvest Bank Trust Division
Oklahoma
$1.95M
SFG
728
SevenBridge Financial Group
Pennsylvania
$1.95M +$75.6K +1,645 +4%
CL
729
COWA LLC
Oklahoma
$1.94M +$1.94M +40,275 New
SGK
730
Steigerwald Gordon & Koch
Virginia
$1.92M -$41.4K -900 -2%
PJB
731
Paul John Balson
California
$1.92M +$11.7K +255 +0.6%
CAM
732
Cozad Asset Management
Illinois
$1.91M +$9.19K +200 +0.5%
CCMD
733
Cypress Capital Management (Delaware)
Delaware
$1.9M -$18.4K -400 -1%
BWL
734
Bogart Wealth LLC
Virginia
$1.89M +$2.76K +60 +0.1%
BWM
735
BerganKDV Wealth Management
Minnesota
$1.89M -$422K -9,175 -18%
3F
736
360 Financial
Minnesota
$1.89M +$43K +935 +2%
HPC
737
HM Payson & Co
Maine
$1.88M -$62K -1,350 -3%
BCWM
738
Bartlett & Co Wealth Management
Ohio
$1.87M +$32.4K +705 +2%
BC
739
Bartlett & Co
Ohio
$1.87M +$32.4K +705 +2%
KIA
740
KCM Investment Advisors
California
$1.87M +$4.37K +95 +0.2%
MGIA
741
Moneta Group Investment Advisors
Missouri
$1.86M +$122K +2,655 +7%
PCMC
742
Private Capital Management (Colorado)
Colorado
$1.86M -$40.5K -880 -2%
KA
743
Kovack Advisors
Florida
$1.84M -$13.8K -300 -0.7%
VIM
744
Vista Investment Management
Pennsylvania
$1.82M +$75.6K +1,645 +4%
FSWA
745
Financial Synergies Wealth Advisors
Texas
$1.82M -$77.9K -1,695 -4%
SC
746
Sepio Capital
Utah
$1.82M
CCG
747
Cypress Capital Group
Florida
$1.82M -$463K -10,075 -20%
PFA
748
Pinnacle Family Advisors
Missouri
$1.82M +$588K +12,785 +48%
CSIC
749
Clifford Swan Investment Counsel
California
$1.81M -$33.6K -730 -2%
SWM
750
Southern Wealth Management
Texas
$1.8M -$2.3K -50 -0.1%