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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

1,392 hedge funds and large institutions have $31B invested in iShares Core S&P Mid-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 502 increasing their positions, 636 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,392
Holders Change
+8
Holders Change %
+0.58%
% of All Funds
28.16%
Holding in Top 10
236
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
4.77%
New
77
Increased
502
Reduced
636
Closed
56
Calls
$37.4M
Puts
$11.9M
Net Calls
+$25.5M
Net Calls Change
+$1.79M

Top Buyers

1
AA
Acorns Advisers
California
+$200M
2
HI
Horizon Investments
North Carolina
+$52.4M
3
PI
PFS Investments
Georgia
+$50.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$44.3M
5
WAM
Wealthspire Advisors (Maryland)
Maryland
+$41M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$99.5M
2
Wells Fargo
Wells Fargo
California
-$91.2M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$84.4M
4
GSWM
Golden State Wealth Management
California
-$73.3M
5
Ameriprise
Ameriprise
Minnesota
-$66.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DT
276
Daniels + Tansey
Delaware
$10.1M +$10.1M +271,620 New
RJT
277
Raymond James Trust
Florida
$10.1M +$113K +3,060 +1%
SIA
278
Soltis Investment Advisors
Utah
$10M +$624K +16,830 +7%
BFM
279
Boston Financial Management
Massachusetts
$10M -$964K -26,015 -9%
KFS
280
Kelly Financial Services
Massachusetts
$9.96M +$6.34M +171,195 +175%
SI
281
Stephens Inc
Arkansas
$9.85M -$36.5K -985 -0.4%
SW
282
SVB Wealth
Massachusetts
$9.81M +$618K +16,685 +7%
1SB
283
1ST Source Bank
Indiana
$9.77M -$43K -1,160 -0.4%
BAMG
284
Brand Asset Management Group
Missouri
$9.7M -$82.6K -2,230 -0.8%
PA
285
Paracle Advisors
Washington
$9.67M -$551K -14,870 -5%
IWMA
286
Ironwood Wealth Management (Arizona)
Arizona
$9.64M – – –
AMG
287
Asset Management Group
Connecticut
$9.62M -$13.3K -360 -0.1%
WIP
288
Wellesley Investment Partners
Massachusetts
$9.59M -$24.5K -660 -0.3%
LSERS
289
Louisiana State Employees Retirement System
Louisiana
$9.58M +$352K +9,500 +4%
CAAS
290
Capital Asset Advisory Services
Michigan
$9.56M -$222K -6,000 -2%
WWM
291
Western Wealth Management
Colorado
$9.55M -$316K -8,530 -3%
SAG
292
Spotlight Asset Group
Illinois
$9.54M +$151K +4,085 +2%
LWA
293
LWS Wealth Advisors
New Jersey
$9.48M -$394K -10,630 -4%
OWA
294
One Wealth Advisors
California
$9.43M +$477K +12,870 +5%
MBT
295
Montecito Bank & Trust
California
$9.42M -$527K -14,230 -5%
MCG
296
MACRO Consulting Group
New Jersey
$9.4M -$92.6K -2,445 -1%
GW
297
GW & Wade
Massachusetts
$9.39M +$50.6K +1,365 +0.5%
MSA
298
Marino Stram & Associates
Massachusetts
$9.38M -$523K -14,215 -5%
B
299
Bailard
California
$9.36M -$94K -2,535 -1%
ACP
300
Arcus Capital Partners
Georgia
$9.26M +$1.99M +53,625 +27%
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