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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 %
CI
801
Cigna Investments
Connecticut
$1.5M -$46K -1,000 -3%
SAM
802
Shone Asset Management
California
$1.49M -$1.36K -30 -0.1%
CCMG
803
Clark Capital Management Group
Pennsylvania
$1.49M +$1.49M +32,485 New
KL
804
KWMG LLC
Kansas
$1.49M +$84.8K +1,845 +6%
NEGWA
805
New England Guild Wealth Advisors
Connecticut
$1.49M -$70.8K -1,540 -5%
RG
806
Rathbones Group
United Kingdom
$1.49M -$49.2K -1,070 -3%
Simplex Trading
807
Simplex Trading
Illinois
$1.47M +$1.47M +32,050 New
SEEDPG
808
S.E.E.D. Planning Group
New York
$1.47M -$52.2K -1,135 -3%
IWS
809
Insight Wealth Strategies
California
$1.47M +$419K +9,115 +40%
ACM
810
Ategra Capital Management
Virginia
$1.47M +$64.6K +1,405 +5%
KBFS
811
Kohmann Bosshard Financial Services
Ohio
$1.46M -$7.12K -155 -0.5%
RG
812
Rikoon Group
New Mexico
$1.46M +$2.99K +65 +0.2%
CCM
813
Condor Capital Management
New Jersey
$1.46M -$438K -9,530 -23%
GIA
814
Granite Investment Advisors
New Hampshire
$1.45M -$292K -6,360 -17%
WS
815
Wedbush Securities
California
$1.45M -$66.6K -1,450 -4%
HIIFS
816
Harel Insurance Investments & Financial Services
Israel
$1.44M +$1.21M +9,300 +524%
MCA
817
Magnolia Capital Advisors
Mississippi
$1.44M -$1.61K -35 -0.1%
Lido Advisors
818
Lido Advisors
California
$1.42M -$18.4K -400 -1%
EWA
819
ERTS Wealth Advisors
Michigan
$1.41M +$159K +3,470 +13%
PWMAG
820
Pinnacle Wealth Management Advisory Group
New Jersey
$1.41M +$1.15K +25 +0.1%
VWM
821
Valley Wealth Managers
New Jersey
$1.41M -$1.74M -37,840 -55%
AAM
822
Ameraudi Asset Management
New York
$1.4M -$14.5K -315 -1%
JWS
823
Juncture Wealth Strategies
Arizona
$1.4M -$49.6K -1,080 -3%
LFA
824
Legacy Financial Advisors
Kentucky
$1.4M -$82.3K -1,790 -6%
BFG
825
Baron Financial Group
New Jersey
$1.39M -$109K -2,375 -7%