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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 %
BWA
951
Beam Wealth Advisors
Louisiana
$885K -$1.15K -25 -0.1%
CL
952
CIM LLC
New York
$882K – – –
IFWM
953
Institute for Wealth Management
Colorado
$882K +$104K +2,270 +13%
WAM
954
Weatherly Asset Management
California
$879K -$5.28K -115 -0.6%
HWM
955
Hemington Wealth Management
Virginia
$879K +$879K +19,120 New
WFAG
956
Wescott Financial Advisory Group
Pennsylvania
$879K +$879K +19,125 New
TCOO
957
Trust Company of Oklahoma
Oklahoma
$874K -$6.21K -135 -0.7%
OAM
958
Occidental Asset Management
California
$872K +$872K +18,975 New
CPC
959
Congress Park Capital
New York
$870K +$594K +12,920 +215%
TFS
960
Thoroughbred Financial Services
Tennessee
$869K +$919 +20 +0.1%
PIP
961
Peachtree Investment Partners
Florida
$869K +$1.61K +35 +0.2%
CCA
962
Cobblestone Capital Advisors
New York
$860K – – –
VWA
963
V Wealth Advisors
Kansas
$860K +$860K +18,720 New
IFG
964
Investors Financial Group
Minnesota
$859K -$49K -1,065 -5%
DBT
965
Dubuque Bank & Trust
Iowa
$859K +$135K +2,945 +19%
CBT
966
Capital Bank & Trust
California
$856K +$57.9K +1,260 +7%
BCM
967
Brookmont Capital Management
Texas
$841K +$3.91K +85 +0.5%
ICP
968
Interchange Capital Partners
Pennsylvania
$841K +$841K +18,300 New
SWPG
969
Strategic Wealth Partners Group
Illinois
$839K -$123K -2,680 -13%
Kovitz Investment Group Partners
970
Kovitz Investment Group Partners
Illinois
$838K +$8.74K +190 +1%
TCM
971
Tufton Capital Management
Maryland
$833K -$689 -15 -0.1%
VAS
972
Vestmark Advisory Solutions
Massachusetts
$833K +$151K +3,295 +22%
MFT
973
Moisand Fitzgerald Tamayo
Florida
$830K -$93.6K -2,035 -10%
TCOT
974
Trust Company of Toledo
Ohio
$823K – – –
SWM
975
Stockman Wealth Management
Montana
$820K +$67.8K +1,475 +9%
37 38
39
40 41