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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 %
FMB
1551
Field & Main Bank
Kentucky
$9K +$9K +200 New
HCP
1552
Hexagon Capital Partners
Arkansas
$8K
LGA
1553
Lebenthal Global Advisors
New York
$8K +$8K +180 New
FMP
1554
Financial Management Professionals
Texas
$7K
TWA
1555
TCI Wealth Advisors
Arizona
$7K
PA
1556
Perennial Advisors
New York
$7K +$7K +155 New
D
1557
Diversified
Delaware
$7K +$7K +195 New
TFA
1558
Toth Financial Advisory
Virginia
$6K
LWP
1559
Laurel Wealth Planning
Minnesota
$6K +$6K +120 New
CP
1560
Corbenic Partners
Pennsylvania
$6K +$6K +135 New
LWA
1561
Lowe Wealth Advisors
Maryland
$4K
ED
1562
Exane Derivatives
France
$3.91K
TAM
1563
Tucker Asset Management
Colorado
$3.45K +$3.45K +75 New
IFAM
1564
Institutional & Family Asset Management
Colorado
$3K -$167K -3,905 -98%
TVWM
1565
Tower View Wealth Management
Wisconsin
$3K +$643 +15 +27%
LGWM
1566
Litman Gregory Wealth Management
California
$3K +$3K +60 New
BHWM
1567
Bay Harbor Wealth Management
Maryland
$3K +$3K +75 New
NDSI
1568
Newman Dignan & Sheerar Inc
Rhode Island
$2.91K -$104 -2,255 -3%
PWM
1569
Provident Wealth Management
Tennessee
$2K -$222 -5 -10%
SAI
1570
Systematic Alpha Investments
New Jersey
$2K +$2K +40 New
ACB
1571
Aristotle Capital Boston
Massachusetts
$2K +$2K +50 New
AAP
1572
Arax Advisory Partners
Colorado
$1K -$10K -200 -91%
WB
1573
Webster Bank
Connecticut
$1K
IRC
1574
Investors Research Corp
Georgia
$1K
VCM
1575
Versant Capital Management
Arizona
$1K