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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 %
PIA
1301
Pinion Investment Advisors
Kansas
$288K +$21.1K +460 +8%
AIC
1302
Archer Investment Corporation
Indiana
$287K – – –
LFA
1303
Lighthouse Financial Advisors
Maryland
$287K -$14.9K -325 -5%
GDP
1304
Great Diamond Partners
Maine
$285K – – –
CDIA
1305
Capital Directions Investment Advisors
Georgia
$284K -$22.3K -485 -7%
WDG
1306
Wealth Dimensions Group
Ohio
$284K +$284K +6,175 New
EFSCE
1307
Enterprise Financial Services Corp (EFSC)
Missouri
$283K -$22.3K -485 -7%
OBGC
1308
O'Brien Greene & Co
Pennsylvania
$283K +$11K +240 +4%
JAWM
1309
J. Arnold Wealth Management
Ohio
$282K – – –
X
1310
Xponance
Pennsylvania
$282K +$282K +6,125 New
CA
1311
CGN Advisors
Kansas
$282K +$282K +6,145 New
EWP
1312
Engrave Wealth Partners
Texas
$281K – – –
ACM
1313
Advisors Capital Management
New Jersey
$281K +$281K +6,115 New
AFG
1314
Allegheny Financial Group
Pennsylvania
$280K +$280K +6,100 New
FRA
1315
Frank Rimerman Advisors
California
$280K +$280K +6,085 New
KC
1316
Kingfisher Capital
North Carolina
$279K +$689 +15 +0.2%
HNW
1317
High Note Wealth
Minnesota
$278K +$278K +6,060 New
MWM
1318
McNaughton Wealth Management
California
$277K – – –
RW
1319
REDW Wealth
New Mexico
$276K – – –
Toronto Dominion Bank
1320
Toronto Dominion Bank
Ontario, Canada
$275K – – –
APW
1321
Aurora Private Wealth
New Jersey
$275K +$3.68K +80 +1%
PIA
1322
Perennial Investment Advisors
California
$274K -$13.1K -285 -5%
PCM
1323
Palisade Capital Management
New Jersey
$274K +$274K +5,960 New
IWP
1324
IAG Wealth Partners
Wisconsin
$273K -$92.8K -2,015 -25%
DWM
1325
Doyle Wealth Management
Florida
$271K -$3.68K -80 -1%
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