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

1,501 hedge funds and large institutions have $38.2B invested in iShares Core S&P Mid-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 597 increasing their positions, 451 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,501
Holders Change
+202
Holders Change %
+15.55%
% of All Funds
29.64%
Holding in Top 10
303
Holding in Top 10 Change
+56
Holding in Top 10 Change %
+22.67%
% of All Funds
5.98%
New
271
Increased
597
Reduced
451
Closed
48
Calls
$180M
Puts
$8.57M
Net Calls
+$171M
Net Calls Change
-$50.4M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$195M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$187M
3
FIM
Freedom Investment Management
Connecticut
+$103M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$94.2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$84.8M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$211M
2
Wells Fargo
Wells Fargo
California
-$165M
3
M&T Bank
M&T Bank
New York
-$66.3M
4
UBS AM
UBS AM
Illinois
-$55.4M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$53.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PJSIMP
301
P.J. Schmidt Investment Management (PJS)
Wisconsin
$11.5M -$307K -7,450 -3%
WWM
302
Western Wealth Management
Colorado
$11.3M -$588K -14,290 -5%
B
303
Bailard
California
$11.3M -$789K -19,165 -7%
NC
304
NewSquare Capital
Pennsylvania
$11.3M +$117K +2,850 +1%
JIC
305
Johnson Investment Counsel
Ohio
$11.2M +$10.7K +260 +0.1%
LWA
306
LWS Wealth Advisors
New Jersey
$10.9M +$10.9M +265,785 New
SI
307
Stephens Inc
Arkansas
$10.8M +$344K +8,350 +3%
C
308
Certuity
Florida
$10.8M +$10.8M +263,350 New
FCA
309
FLC Capital Advisors
California
$10.8M +$158K +3,850 +1%
IWM
310
IHT Wealth Management
Illinois
$10.7M +$225K +5,465 +2%
Brown Advisory
311
Brown Advisory
Maryland
$10.7M +$2.05M +49,885 +24%
BRC
312
BHF RG Capital
Arizona
$10.7M +$10.7M +259,000 New
GC
313
Grimes & Company
Massachusetts
$10.6M -$823 -20 -0%
AMG
314
Asset Management Group
Connecticut
$10.6M +$54.5K +1,325 +0.5%
FPGK
315
Financial Partners Group (Kansas)
Kansas
$10.4M -$92.4K -2,250 -0.9%
SIAS
316
Shine Investment Advisory Services
Colorado
$10.4M +$8.03M +195,045 +345%
AAS
317
Annex Advisory Services
Wisconsin
$10.3M -$222K -5,385 -2%
MWM
318
Marietta Wealth Management
Georgia
$10.2M +$646K +15,695 +7%
PFA
319
Pettinga Financial Advisors
Indiana
$10.2M +$390K +9,470 +4%
BA
320
Bristlecone Advisors
Washington
$10.1M +$4.69M +113,890 +86%
MA
321
MUFG Americas
New York
$10.1M -$168K -4,090 -2%
GRP
322
Global Retirement Partners
California
$9.96M -$477K -11,595 -5%
FPFS
323
First Personal Financial Services
North Carolina
$9.87M -$800K -19,440 -8%
CWA
324
Core Wealth Advisors
Florida
$9.85M +$9.85M +239,255 New
ACP
325
Arcus Capital Partners
Georgia
$9.81M -$125K -3,045 -1%
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