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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 %
JC
1326
Jentner Corp
Ohio
$271K – – –
KFI
1327
Key Financial Inc
Pennsylvania
$271K +$271K +5,885 New
CWMU
1328
Caliber Wealth Management (Utah)
Utah
$270K +$270K +5,870 New
KFP
1329
KMG Fiduciary Partners
Ohio
$267K -$3.67K -80 -1%
AWM
1330
Aberdeen Wealth Management
Illinois
$267K – – –
WIA
1331
Wealthstreet Investment Advisors
Texas
$267K +$267K +5,800 New
EHPM
1332
Emery Howard Portfolio Management
California
$267K +$267K +5,820 New
ERIM
1333
Eagle Ridge Investment Management
Connecticut
$266K +$266K +5,795 New
WFA
1334
WestHill Financial Advisors
California
$265K +$265K +5,770 New
BSA
1335
Bull Street Advisors
Georgia
$264K – – –
BRWM
1336
B. Riley Wealth Management
Tennessee
$264K – – –
SC
1337
SouthState Corp
Florida
$263K -$151K -3,295 -36%
EWM
1338
EPG Wealth Management
Georgia
$262K -$180K -3,920 -41%
CCT
1339
Capital City Trust
Florida
$262K -$79.3K -1,725 -23%
AL
1340
ADE LLC
Maryland
$262K +$262K +5,690 New
PG
1341
Proffitt & Goodson
Tennessee
$261K -$50.6K -1,100 -16%
PCM
1342
Princeton Capital Management
New Jersey
$261K – – –
GKWIM
1343
Gerber Kawasaki Wealth & Investment Management
California
$261K +$261K +5,685 New
FP
1344
Financial Perspectives
Minnesota
$261K +$6.21K +135 +2%
SBL
1345
Sargent Bickham Lagudis
Colorado
$260K – – –
LSAG
1346
Lake Street Advisors Group
New Hampshire
$260K – – –
SW
1347
SlateStone Wealth
Florida
$260K – – –
BFG
1348
Berger Financial Group
Minnesota
$259K +$259K +5,645 New
PD
1349
Planning Directions
Pennsylvania
$256K -$10.4K -225 -4%
TK
1350
TIAA Kaspick
Massachusetts
$256K – – –
52 53
54
55 56