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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 %
VCA
851
Verdence Capital Advisors
Maryland
$1.3M +$205K +4,450 +19%
JF
852
JSF Financial
California
$1.3M -$206K -4,480 -14%
CAL
853
Capital Advisors Ltd
Ohio
$1.3M -$11K -240 -0.8%
CFFP
854
Center for Financial Planning
Michigan
$1.29M -$126K -2,750 -9%
RIM
855
Rockbridge Investment Management
New York
$1.29M +$49.4K +1,075 +4%
B
856
Bridgeworth
Alabama
$1.29M -$39.5K -860 -3%
CL
857
Choreo LLC
Illinois
$1.28M -$31.2K -680 -2%
BA
858
Ballew Advisors
Mississippi
$1.28M -$10.6K -220 -0.8%
TI
859
Truepoint Inc
Ohio
$1.28M +$1.28M +27,820 New
XF
860
XML Financial
Maryland
$1.27M +$6.9K +150 +0.5%
RPSA
861
Richard P. Slaughter Associates
Texas
$1.26M -$19.8K -430 -2%
FG
862
Fiduciary Group
Georgia
$1.26M +$164K +3,235 +15%
HWA
863
Hilltop Wealth Advisors
North Carolina
$1.25M +$1.38K +30 +0.1%
AWM
864
Apollon Wealth Management
South Carolina
$1.24M +$1.24M +27,060 New
IAS
865
Investment Advisory Services
Texas
$1.24M -$34.5K -750 -3%
AWP
866
Ascent Wealth Partners
New York
$1.23M -$33.6K -730 -3%
CG
867
Caprock Group
Idaho
$1.21M +$70.1K +1,525 +6%
ATPW
868
Ashton Thomas Private Wealth
Arizona
$1.21M +$624K +13,580 +107%
PA
869
Parallel Advisors
California
$1.21M +$14.7K +320 +1%
BWCS
870
Beirne Wealth Consulting Services
Connecticut
$1.2M +$1.2M +26,105 New
MAWCM
871
Mine & Arao Wealth Creation & Management
California
$1.19M -$13.3K -290 -1%
IDA
872
Intelligence Driven Advisers
California
$1.18M +$205K +4,465 +21%
Treasurer of the State of North Carolina
873
Treasurer of the State of North Carolina
North Carolina
$1.18M +$31K +675 +3%
COCM
874
Charter Oak Capital Management
New Hampshire
$1.18M +$1.18M +25,685 New
WA
875
WP Advisors
California
$1.18M +$3.45K +75 +0.3%
33 34
35
36 37