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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 %
CWS
1076
Cypress Wealth Services
California
$567K +$567K +12,345 New
GPC
1077
Garrison Point Capital
California
$562K +$1.61K +35 +0.3%
PCM
1078
Pointe Capital Management
Michigan
$562K +$4.14K +90 +0.7%
Luther King Capital Management (LKCM)
1079
Luther King Capital Management (LKCM)
Texas
$559K -$466K – –
AAM
1080
Autus Asset Management
Arizona
$558K +$18.6K +405 +3%
SLG
1081
Stanley-Laman Group
Pennsylvania
$557K +$47.8K +1,040 +9%
SCA
1082
Sage Capital Advisors
South Dakota
$555K -$61.6K -1,260 -10%
HS
1083
Horan Securities
United States
$555K -$3.45K -75 -0.6%
TIM
1084
Tortoise Investment Management
New York
$554K -$25K -545 -4%
CBFP
1085
Cedar Brook Financial Partners
Ohio
$550K -$296K -6,445 -35%
ECM
1086
EagleClaw Capital Management
Massachusetts
$550K – – –
HT
1087
Heritage Trust
Oklahoma
$548K -$911K -19,815 -62%
EL
1088
EQ LLC
Washington
$547K +$547K +11,900 New
ZF
1089
Zhang Financial
Michigan
$546K +$8.27K +180 +2%
OCG
1090
Opus Capital Group
Ohio
$544K -$29.6K -645 -5%
BIAS
1091
Beacon Investment Advisory Services
New Jersey
$544K +$186K +4,060 +52%
FWSM
1092
First Wilshire Securities Management
California
$540K -$80.4K -1,750 -13%
HWM
1093
Howard Wealth Management
Connecticut
$540K -$77K -1,675 -12%
CCA
1094
Conservest Capital Advisors
Pennsylvania
$537K +$6.2K +135 +1%
PP
1095
Patten & Patten
Tennessee
$535K – – –
OPWM
1096
Oxinas Partners Wealth Management
Indiana
$535K +$535K +11,640 New
CAM
1097
Congress Asset Management
Massachusetts
$533K – – –
IC
1098
Innealta Capital
Texas
$531K +$68.1K +1,480 +15%
PPP
1099
Private Portfolio Partners
New Jersey
$530K +$49.4K +1,075 +10%
PWA
1100
Peterson Wealth Advisors
Utah
$530K – – –
42 43
44
45 46