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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 %
HCM
1251
Hollencrest Capital Management
California
$344K -$23K -500 -6%
BWM
1252
Baystate Wealth Management
Massachusetts
$342K -$17.5K -380 -5%
HA
1253
Harborview Advisors
Maine
$342K -$1.15K -25 -0.3%
FNB
1254
Farmers National Bank
Kentucky
$340K +$340K +7,405 New
LWCFA
1255
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$337K -$215K -4,665 -39%
BWM
1256
BCS Wealth Management
Tennessee
$337K – – –
HR
1257
Hayden Royal
North Carolina
$335K -$1.16M -25,160 -78%
IIA
1258
IPG Investment Advisors
California
$335K – – –
GEA
1259
Glen Eagle Advisors
New Jersey
$333K +$15.9K +345 +5%
AWA
1260
ARS Wealth Advisors
Florida
$333K – – –
GCM
1261
Gibraltar Capital Management
Oklahoma
$333K +$14.5K +315 +5%
WPP
1262
Whalerock Point Partners
Rhode Island
$333K +$272K +5,925 +447%
AWS
1263
AJ Wealth Strategies
New York
$332K – – –
JPMIA
1264
J.P. Marvel Investment Advisors
Massachusetts
$330K – – –
JFS
1265
JD Financial Services
Pennsylvania
$330K +$330K +7,180 New
COF
1266
Capital One Financial
Virginia
$329K -$114K -2,480 -26%
SC
1267
Scotia Capital
Ontario, Canada
$329K +$20K +435 +6%
4WM
1268
4J Wealth Management
Virginia
$327K +$327K +7,120 New
BC
1269
Burney Company
Virginia
$323K -$8.73K -190 -3%
WCFA
1270
Walkner Condon Financial Advisors
Wisconsin
$323K +$8.51K +185 +3%
RBFC
1271
Roman Butler Fullerton & Co
Missouri
$320K +$230 +5 +0.1%
ACI
1272
Alpha Cubed Investments
California
$319K -$49.3K -1,075 -13%
MWM
1273
Maltin Wealth Management
New Jersey
$319K +$20.7K +450 +7%
GCA
1274
Greenwood Capital Associates
South Carolina
$317K -$503K -10,950 -61%
BCP
1275
Berkeley Capital Partners
Georgia
$317K -$2.07K -45 -0.6%
49 50
51
52 53