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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 %
EWM
1201
Empirical Wealth Management
Washington
$412K +$86.1K +1,875 +26%
TTWM
1202
TCV Trust & Wealth Management
Virginia
$408K -$50.5K -1,100 -11%
MIM
1203
Macroview Investment Management
Maryland
$408K +$29.9K +650 +8%
ST
1204
Sabal Trust
Florida
$408K +$149K +3,250 +58%
S
1205
SignatureFD
Georgia
$407K +$11.7K +255 +3%
CAM
1206
Carret Asset Management
New York
$407K +$28.5K +620 +8%
SFP
1207
Strategic Financial Partners
Oregon
$406K – – –
BS
1208
Boenning & Scattergood
Pennsylvania
$404K -$51.7K -1,125 -11%
GSAM
1209
Grant Street Asset Management
Pennsylvania
$404K +$4.14K +90 +1%
BAM
1210
Barrett Asset Management
New York
$403K – – –
AUB
1211
Atlantic Union Bankshares
Virginia
$398K +$398K +8,660 New
CQS
1212
Credential Qtrade Securities
$398K +$16.1K +350 +4%
MMA
1213
Miracle Mile Advisors
California
$395K -$57.5K -1,250 -13%
BWM
1214
BCGM Wealth Management
Indiana
$395K +$395K +7,780 New
MIC
1215
Meridian Investment Counsel
California
$394K – – –
ACM
1216
Allred Capital Management
Texas
$394K – – –
HFAS
1217
Hummer Financial Advisory Services
Illinois
$389K -$11.5K -250 -3%
FA
1218
Fiducient Advisors
Illinois
$389K +$389K +8,475 New
SRC
1219
Sage Rhino Capital
California
$386K – – –
SAM
1220
Summit Asset Management
Tennessee
$385K – – –
TW
1221
Transform Wealth
Colorado
$384K -$115K -2,500 -23%
AFC
1222
Adaptive Financial Consulting
Ohio
$384K -$14.3K -310 -4%
GWM
1223
Gray Wealth Management
Maine
$382K -$687 -15 -0.2%
IWA
1224
Intercontinental Wealth Advisors
Texas
$381K +$93.8K +2,040 +33%
BO
1225
Bank OZK
Arkansas
$379K -$102K -2,225 -21%
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