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iShares Core S&P Mid-Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
EP
1426
Eudaimonia Partners
Tennessee
$179K +$126K +2,750 +239%
AWA
1427
Arkadios Wealth Advisors
Georgia
$176K +$134K +2,915 +315%
LWP
1428
Lumature Wealth Partners
Georgia
$175K +$175K +3,800 New
VCM
1429
Vigilant Capital Management
Maine
$172K +$172K +3,745 New
WWM
1430
Wagner Wealth Management
South Carolina
$166K +$166K +3,605 New
TWM
1431
Tradition Wealth Management
Minnesota
$162K +$162K +3,525 New
MFA
1432
McClarren Financial Advisors
Pennsylvania
$159K +$159K +3,470 New
JWM
1433
Janiczek Wealth Management
Colorado
$155K
JCM
1434
Jacobi Capital Management
Pennsylvania
$155K
WCAMG
1435
Woodard & Company Asset Management Group
North Carolina
$148K -$92.1K -2,000 -38%
RA
1436
Reby Advisors
Connecticut
$148K +$148K +3,215 New
LWM
1437
Liberty Wealth Management
California
$147K -$69.2K -1,460 -32%
CI
1438
Cordant Inc
Oregon
$147K +$229 +5 +0.2%
FRA
1439
Front Row Advisors
California
$144K
HDIM
1440
Hanson & Doremus Investment Management
Vermont
$139K +$39.3K +855 +39%
MHR
1441
Matthew Hamilton Rosenberg
$138K
SC
1442
Steph & Co
Wisconsin
$135K +$45.8K +995 +51%
TCM
1443
TD Capital Management
Tennessee
$134K +$229 +5 +0.2%
SIM
1444
Sonora Investment Management
Arizona
$133K
APWM
1445
Atlas Private Wealth Management
New York
$132K
CI
1446
CX Institutional
Indiana
$130K -$6.9K -150 -5%
WEC
1447
Winslow Evans & Crocker
Massachusetts
$128K +$69K +1,505 +117%
SL
1448
Savior LLC
Massachusetts
$125K
Barclays
1449
Barclays
United Kingdom
$122K -$84.5K -1,835 -41%
ATC
1450
Adirondack Trust Company
New York
$122K +$9.31K +200 +8%