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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 %
AF
826
Advisornet Financial
Minnesota
$1.39M -$218K -4,750 -14%
AI
827
Accredited Investors
Minnesota
$1.39M -$29K -630 -2%
AFC
828
AFT Forsyth & Company
Florida
$1.39M +$34.3K +745 +3%
BFO
829
Biltmore Family Office
North Carolina
$1.38M -$149K -3,245 -10%
9WM
830
9258 Wealth Management
Ohio
$1.38M -$142K -3,090 -9%
BWM
831
BigSur Wealth Management
Florida
$1.38M -$965K -21,000 -41%
DSC
832
Duncker Streett & Co
Missouri
$1.37M +$27.6K +600 +2%
RMCM
833
Reynders McVeigh Capital Management
Massachusetts
$1.37M -$574K -12,495 -30%
DFG
834
Demars Financial Group
Washington
$1.37M -$241K -5,245 -15%
PMFA
835
Plante Moran Financial Advisors
Michigan
$1.36M +$128K +2,785 +10%
CFD
836
Creative Financial Designs
Indiana
$1.36M -$842K -18,325 -38%
WCWM
837
Wooster Corthell Wealth Management
Connecticut
$1.35M -$34.2K -745 -2%
WMP
838
Wealth Management Partners
Arizona
$1.35M +$1.35M +27,835 New
AWA
839
ARQ Wealth Advisors
Arizona
$1.34M +$185K +4,025 +16%
WA
840
WBH Advisory
Maryland
$1.33M +$1.97K +40 +0.1%
EDRH
841
Edmond de Rothschild Holding
Switzerland
$1.33M -$23.2K -505 -2%
BFC
842
Bedel Financial Consulting
Indiana
$1.33M -$1.38K -30 -0.1%
RPGK
843
Retirement Planning Group (Kansas)
Kansas
$1.32M -$10.1K -220 -0.8%
5L
844
55I LLC
Massachusetts
$1.32M +$461K +10,035 +54%
ONST
845
Old North State Trust
North Carolina
$1.32M -$136K -2,955 -9%
UTC
846
Unified Trust Company
Kentucky
$1.32M -$12.2K -250 -0.9%
FWP
847
FAS Wealth Partners
Kansas
$1.32M -$849K -18,455 -39%
EAM
848
Evanson Asset Management
California
$1.32M
WP
849
WealthPLAN Partners
Nebraska
$1.31M +$71.9K +1,470 +6%
EWM
850
Endurance Wealth Management
Rhode Island
$1.31M -$37.9K -825 -3%