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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 %
KLCM
901
KG&L Capital Management
Louisiana
$1.09M +$30.8K +670 +3%
NEWAS
902
N.E.W. Advisory Services
Wisconsin
$1.08M +$1.08M +23,530 New
GP
903
Geneva Partners
Wisconsin
$1.08M +$271K +5,890 +34%
SW
904
StrongBox Wealth
Missouri
$1.07M -$136K -2,965 -11%
SCM
905
Southport Capital Management
Tennessee
$1.07M +$351K +7,635 +49%
BAM
906
Berkshire Asset Management
Pennsylvania
$1.07M +$469K +10,200 +78%
QCIG
907
Quad-Cities Investment Group
Iowa
$1.07M +$29.2K +635 +3%
GI
908
GS Investments
Minnesota
$1.07M +$1.07M +23,185 New
FPS
909
Fieldpoint Private Securities
Connecticut
$1.05M +$1.05M +22,780 New
WJWM
910
Williams Jones Wealth Management
New York
$1.04M -$65.3K -1,420 -6%
QAM
911
QCI Asset Management
New York
$1.04M -$109K -2,380 -10%
JAFL
912
Jay A. Fishman Ltd
Michigan
$1.04M -$115K -2,500 -10%
WGCA
913
Wolf Group Capital Advisors
Virginia
$1.04M -$3.91K -85 -0.4%
BB
914
Berkshire Bank
Massachusetts
$1.03M -$51.7K -1,125 -5%
IC
915
Intersect Capital
California
$1.03M -$53.1K -1,155 -5%
W
916
WealthStone
Ohio
$1.03M -$12.6K -275 -1%
BFS
917
Bradley Foster & Sargent
Connecticut
$1.03M
PK
918
Pflug Koory
Nebraska
$1.02M
SFA
919
Source Financial Advisors
New York
$1.02M +$1.02M +22,105 New
CF
920
Centaurus Financial
California
$1.01M +$4.37K +95 +0.4%
MIM
921
Marco Investment Management
Georgia
$1.01M +$70.4K +1,530 +7%
CFO
922
Collective Family Office
Pennsylvania
$1.01M +$1.01M +21,975 New
RW
923
RVW Wealth
California
$1M
BWAM
924
Boyd Watterson Asset Management
Ohio
$999K +$34K +740 +4%
ANB
925
Amarillo National Bank
Texas
$994K +$23.7K +515 +2%