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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 %
AWM
101
AE Wealth Management
Kansas
$52.1M +$12.8M +279,425 +33%
FLPIM
102
F.L. Putnam Investment Management
Massachusetts
$51.8M +$5.49M +119,375 +12%
M&T Bank
103
M&T Bank
New York
$51.8M -$2.51M -54,580 -5%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$51.1M +$1.61M +34,935 +3%
FWM
105
FFT Wealth Management
Pennsylvania
$50.7M -$3.27M -71,230 -6%
WAP
106
Wealthcare Advisory Partners
Pennsylvania
$50M -$1.76M -38,250 -3%
SS
107
Simplicity Solutions
Minnesota
$49.9M +$12M +261,440 +32%
LFS
108
Lutz Financial Services
Nebraska
$49.2M +$1M +21,810 +2%
OAM
109
Oppenheimer Asset Management
New York
$49.1M -$2.15M -46,755 -4%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$48.6M +$7.62M +165,845 +19%
DWM
111
Destination Wealth Management
California
$48.5M -$497K -10,805 -1%
PA
112
Planning Alternatives
Michigan
$47.6M +$2.88M +62,710 +6%
Rafferty Asset Management
113
Rafferty Asset Management
New York
$47.5M +$14.6M +317,655 +44%
TFO
114
Tarbox Family Office
California
$47.2M +$269K +5,855 +0.6%
CWM
115
Connecticut Wealth Management
Connecticut
$47.1M +$2.06M +44,905 +5%
CCWA
116
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$46.6M -$1.54M -33,570 -3%
BP
117
Ballentine Partners
Massachusetts
$46.5M -$1.1M -24,015 -2%
HSBC Holdings
118
HSBC Holdings
United Kingdom
$46M -$307K -6,685 -0.7%
SPIA
119
Steward Partners Investment Advisory
New York
$45.2M +$22.7M +494,265 +101%
FHB
120
First Hawaiian Bank
Hawaii
$45.1M +$1.5M +32,735 +3%
AWA
121
Alaska Wealth Advisors
Alaska
$44.9M +$3.06M +66,510 +7%
Charles Schwab
122
Charles Schwab
California
$44.5M -$14.1M -307,255 -24%
Ensign Peak Advisors
123
Ensign Peak Advisors
Utah
$44.4M -$7.91M -172,055 -15%
MWM
124
Modera Wealth Management
New Jersey
$44.3M -$1.37M -29,730 -3%
VFA
125
Voya Financial Advisors
Connecticut
$44M +$1.75M +38,015 +4%
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