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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 %
PO
1401
Private Ocean
California
$214K – – –
HBT
1402
Hills Bank & Trust
Iowa
$214K – – –
CPIA
1403
Cornell Pochily Investment Advisors
New York
$214K +$214K +4,650 New
NB
1404
Nicolet Bankshares
Wisconsin
$214K +$214K +4,650 New
GBBWRPM
1405
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$214K +$214K +4,655 New
SFG
1406
SNS Financial Group
Minnesota
$213K -$36.8K -800 -15%
UFA
1407
US Financial Advisors
Massachusetts
$213K +$213K +4,630 New
B
1408
Brightworth
Georgia
$212K +$212K +4,610 New
WG
1409
Welch Group
Alabama
$212K +$212K +4,615 New
DL
1410
DOHJ LLC
Washington
$210K +$210K +4,305 New
SNB
1411
Security National Bank
Nebraska
$210K +$210K +4,560 New
GIP
1412
Granite Investment Partners
California
$209K – – –
CPSAC
1413
Chas P. Smith & Associates (CPS)
Florida
$208K +$208K +4,530 New
CYG
1414
Clean Yield Group
Vermont
$207K – – –
DE
1415
Day & Ennis
Georgia
$206K -$266K -5,780 -56%
EWA
1416
Evolution Wealth Advisors
Florida
$206K -$127K -2,750 -38%
RM
1417
Resource Management
Louisiana
$206K +$206K +4,485 New
PWM
1418
Paulson Wealth Management
Illinois
$205K -$103K -2,225 -33%
LJAC
1419
L.J. Altfest & Co
New York
$203K +$203K +4,410 New
FCH
1420
Freestone Capital Holdings
Washington
$202K -$194K -4,225 -49%
SCA
1421
St. Clair Advisors
Ohio
$201K +$201K +4,375 New
PIA
1422
Powell Investment Advisors
Florida
$192K – – –
AA
1423
Addison Advisors
Vermont
$191K +$191K +4,160 New
MIM
1424
MTM Investment Management
South Carolina
$191K +$191K +4,160 New
PGAM
1425
Princeton Global Asset Management
New Jersey
$184K – – –
55 56
57
58 59