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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 %
BWP
926
Bernardo Wealth Planning
Pennsylvania
$992K -$8.27K -180 -0.8%
GP
927
Girard Partners
Pennsylvania
$979K -$249K -5,415 -20%
SF
928
Summit Financial
New Jersey
$973K +$973K +21,180 New
CA
929
Claro Advisors
Massachusetts
$970K +$34.7K +755 +4%
OMC
930
Old Mission Capital
Illinois
$965K +$568K +12,365 +143%
OC
931
Oarsman Capital
Wisconsin
$954K +$954K +20,760 New
IIM
932
Ipswich Investment Management
Massachusetts
$951K +$1.15K +25 +0.1%
AAMC
933
Asset Allocation & Management Company
Illinois
$950K -$2.19M -47,590 -70%
NCM
934
Next Capital Management
New York
$946K -$87.6K -1,905 -8%
JWBC
935
John W. Brooker & Co
California
$942K +$46.7K +1,015 +5%
MC
936
Moors & Cabot
Massachusetts
$936K -$172K -3,725 -15%
KCP
937
KDI Capital Partners
North Carolina
$933K +$34.5K +750 +4%
LNWTC
938
Laird Norton Wetherby Trust Company
Washington
$930K +$930K +20,225 New
ACG
939
Allen Capital Group
Nebraska
$929K -$104K -2,255 -10%
PAM
940
Palisade Asset Management
Minnesota
$929K +$27.6K +600 +3%
GC
941
Grace Capital
Massachusetts
$926K
TPSF
942
Texas Permanent School Fund
Texas
$924K -$1.4M -30,490 -60%
FMC
943
First Merchants Corp
Indiana
$919K +$17.9K +390 +2%
WSTAM
944
Wilbanks Smith & Thomas Asset Management
Virginia
$918K +$21.6K +470 +2%
FNC
945
First National Corp
Massachusetts
$910K +$3.68K +80 +0.4%
CCA
946
Clearwater Capital Advisors
Illinois
$907K -$34K -740 -4%
IAA
947
Independent Advisor Alliance
North Carolina
$904K -$403K -8,760 -31%
MA
948
Mutual Advisors
Nebraska
$897K +$81.4K +1,770 +10%
BUB
949
BBVA USA Bancshares
Texas
$894K -$61.4K -1,335 -6%
MJRIC
950
Mogy Joel R Investment Counsel
California
$888K -$68.9K -1,500 -7%