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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 %
PWLP
176
Prio Wealth Limited Partnership
Massachusetts
$26.5M -$247K -5,380 -0.9%
SFG
177
Sage Financial Group
Pennsylvania
$26.5M +$2.02M +43,855 +8%
VCM
178
Vision Capital Management
Oregon
$26.4M -$4.92M -107,055 -16%
HG
179
Harbor Group
New Hampshire
$26.2M +$26.2M +542,570 New
AFA
180
American Financial Advisors
Georgia
$25.8M +$45.7K +995 +0.2%
NEPPG
181
New England Professional Planning Group
Rhode Island
$25.3M +$41.6K +905 +0.2%
ZB
182
Zions Bancorporation
Utah
$25.1M +$10.2M +221,445 +68%
CIBC Private Wealth Group
183
CIBC Private Wealth Group
Georgia
$25.1M +$1.14M +24,850 +5%
WPA
184
West Paces Advisors
Georgia
$24.8M +$2.77M +60,335 +13%
ETS
185
ESL Trust Services
New York
$24.8M +$32.2K +700 +0.1%
PFM
186
Parsec Financial Management
North Carolina
$24.8M +$2.51M +54,515 +11%
AF
187
Affiance Financial
Minnesota
$24.6M -$934K -20,320 -4%
WTC
188
WhitTier Trust Company
Nevada
$24.5M +$1.15M +25,050 +5%
FSC
189
Full Sail Capital
Oklahoma
$24.3M +$913K +18,855 +4%
WSFS
190
Wilmington Savings Fund Society
Delaware
$24.1M -$456K -9,925 -2%
SWMG
191
Strategic Wealth Management Group
Maryland
$23.6M -$763K -16,600 -3%
DT
192
Diversified Trust
Tennessee
$23.1M -$1.19M -25,880 -5%
CAN
193
Cetera Advisor Networks
California
$23M +$494K +10,740 +2%
LP
194
LGL Partners
Pennsylvania
$22.8M +$525K +11,425 +2%
CTA
195
Chesley Taft & Associates
Illinois
$22.6M +$1.16M +25,255 +5%
LNC
196
Lincoln National Corp
Pennsylvania
$22.4M +$119K +2,585 +0.5%
RCA
197
Resonant Capital Advisors
Wisconsin
$22.3M +$1.4M +30,515 +7%
FAG
198
Financial Advisory Group
Texas
$22.3M +$1.51M +32,945 +7%
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$22.1M +$284K +5,880 +1%
CA
200
Clearstead Advisors
Ohio
$21.6M +$404K +8,785 +2%