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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 %
ACA
1351
Affinity Capital Advisors
California
$254K -$50.5K -1,100 -17%
PWP
1352
Private Wealth Partners
California
$253K – – –
SCM
1353
Schnieders Capital Management
California
$252K -$18.8K -410 -7%
CPA
1354
Capital Planning Advisors
California
$250K – – –
MWM
1355
Minot Wealth Management
Massachusetts
$249K +$230 +5 +0.1%
KIG
1356
Kowal Investment Group
Wisconsin
$247K +$247K +5,050 New
VWM
1357
Venturi Wealth Management
Texas
$246K -$12.4K -270 -5%
NAM
1358
North American Management
Massachusetts
$246K +$246K +5,350 New
CIC
1359
Cutler Investment Counsel
Oregon
$245K -$2.29K -50 -0.9%
AL
1360
Aspiriant LLC
California
$245K +$245K +5,315 New
SSC
1361
Syverson Strege & Co
Iowa
$245K +$245K +5,335 New
AMC
1362
Asset Management Corp
Illinois
$243K +$243K +5,020 New
BTWM
1363
Baker Tilly Wealth Management
Wisconsin
$242K +$242K +5,255 New
BHTS
1364
Bar Harbor Trust Services
Maine
$242K +$242K +5,265 New
IRAG
1365
Investment Research & Advisory Group
Georgia
$241K – – –
B
1366
Bellecapital
Switzerland
$241K +$241K +5,250 New
MM
1367
Meridian Management
Arkansas
$240K +$240K +5,225 New
BCI
1368
Brinker Capital Investments
Pennsylvania
$239K -$6.58M -142,970 -96%
RI
1369
Ridgewood Investments
New Jersey
$239K – – –
DBIA
1370
Dumont & Blake Investment Advisors
New Jersey
$238K +$238K +5,170 New
AWMG
1371
Alliance Wealth Management Group
New Jersey
$237K -$167K -3,605 -41%
TC
1372
Trust Company
Kansas
$235K -$20K -435 -8%
AA
1373
Aufman Associates
Pennsylvania
$234K +$234K +5,100 New
CDH
1374
Charles D. Hyman
$234K +$234K +5,100 New
PVH
1375
Psagot Value Holdings
Israel
$233K +$1.84K +40 +0.8%
53 54
55
56 57