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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 %
WOC
1476
West Oak Capital
California
$76K
DCM
1477
Disciplina Capital Management
Tennessee
$75.8K -$115K -2,500 -60%
CWP
1478
Concord Wealth Partners
Virginia
$75K +$75K +1,625 New
CWA
1479
Clearview Wealth Advisors
Oregon
$72K +$72K +1,555 New
SFA
1480
Stewardship Financial Advisors
Georgia
$68K +$17.2K +375 +34%
AW
1481
Avion Wealth
Texas
$66K
HFA
1482
Hoover Financial Advisors
Pennsylvania
$65K -$66.7K -1,365 -51%
MCM
1483
Manchester Capital Management
Vermont
$63K
BCV
1484
Banque Cantonale Vaudoise
Switzerland
$63K
FFC
1485
First Financial Corp
Indiana
$62K +$33.4K +725 +117%
AP
1486
Atwood & Palmer
Missouri
$62K +$45.9K +1,000 +286%
SN
1487
Sittner & Nelson
Oregon
$62K +$62K +1,350 New
RBC
1488
Roble Belko & Company
Pennsylvania
$61K -$4.6K -100 -7%
AWM
1489
Accel Wealth Management
Iowa
$61K +$61K +1,335 New
MWA
1490
Moser Wealth Advisors
Washington
$59K
DAM
1491
Delta Asset Management
Tennessee
$57K
PAI
1492
Pittenger & Anderson Inc
Nebraska
$57K +$16K +350 +39%
RFA
1493
Reilly Financial Advisors
California
$55K
PP
1494
PrairieView Partners
Minnesota
$54K
Qube Research & Technologies (QRT)
1495
Qube Research & Technologies (QRT)
United Kingdom
$54K +$54K +1,175 New
SFG
1496
Sowa Financial Group
Rhode Island
$50K -$1.14K -25 -2%
CTFG
1497
Capstone Triton Financial Group
Oklahoma
$49K +$49K +1,065 New
SIAG
1498
Safeguard Investment Advisory Group
California
$49K +$49K +1,065 New
AssetMark Inc
1499
AssetMark Inc
California
$47K -$27.8K -610 -37%
FPB
1500
First PREMIER Bank
South Dakota
$46K