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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
$65.5M
2
LPL Financial
LPL Financial
California
$1.2B
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.48B
4
Millennium Management
Millennium Management
New York
$56.4M
5
WANY
Wealthspire Advisors (New York)
New York
$98.9M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$2.88B
2
HI
Horizon Investments
North Carolina
$0
3
HNB
Huntington National Bank
Ohio
$113M
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$446M
5
Financial Engines Advisors
Financial Engines Advisors
California
$731M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
76
Citizens Financial Group
Rhode Island
$66.4M +$757K +16,475 +1%
PFO
77
Pathstone Family Office
New Jersey
$65.5M +$65M +1,413,875 +12,663%
GHA
78
GW Henssler & Associates
Georgia
$64.5M +$537K +11,675 +0.8%
FT
79
Fiduciary Trust
Massachusetts
$63.8M +$345K +7,510 +0.5%
FMWA
80
Forvis Mazars Wealth Advisors
Missouri
$63.7M +$21.2M +460,565 +50%
MFG
81
Magnus Financial Group
New York
$63.1M +$1.14M +24,705 +2%
Comerica Bank
82
Comerica Bank
Texas
$62.4M -$1.19M -24,325 -2%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$62.3M -$1.45M -31,580 -2%
MCM
84
MAI Capital Management
Ohio
$62.1M +$5.55M +120,795 +10%
VA
85
Valmark Advisers
Ohio
$62M -$3.17M -69,000 -5%
PAG
86
Private Advisor Group
New Jersey
$61M +$5.55M +120,645 +10%
KAS
87
Kestra Advisory Services
Texas
$58.3M +$19.2M +418,885 +49%
LRIA
88
Leonard Rickey Investment Advisors
Washington
$57.9M -$229K -4,980 -0.4%
BPB
89
Badgley, Phelps & Bell
Washington
$57.8M -$3.8M -82,740 -6%
AWM
90
Altium Wealth Management
New York
$56.9M +$2.65M +57,555 +5%
Millennium Management
91
Millennium Management
New York
$56.4M +$54.4M +1,182,635 +2,606%
LF
92
Lee Financial
Texas
$55.9M -$1.35M -29,460 -2%
WT
93
Whittier Trust
California
$55.9M +$1.14M +24,850 +2%
AIA
94
Ally Invest Advisors
North Carolina
$55.4M +$3.66M +79,545 +7%
MAM
95
Madison Asset Management
Wisconsin
$54.7M -$214K -4,655 -0.4%
CCFCSB
96
Cape Cod Five Cents Savings Bank
Massachusetts
$54.6M -$536K -11,660 -1%
PFM
97
Phillips Financial Management
Indiana
$54.4M -$12.9K -280 -0%
CWM
98
Cahaba Wealth Management
Georgia
$53.8M +$2.2M +44,815 +4%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
$53.7M +$12.9M +279,675 +31%
Bessemer Group
100
Bessemer Group
New Jersey
$53.2M -$929K -20,220 -2%
2 3
4
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