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

1,384 hedge funds and large institutions have $25.3B invested in iShares Core S&P Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 492 increasing their positions, 673 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
-117
Holders Change %
-7.79%
% of All Funds
30.57%
Holding in Top 10
240
Holding in Top 10 Change
-63
Holding in Top 10 Change %
-20.79%
% of All Funds
5.3%
New
80
Increased
492
Reduced
673
Closed
178
Calls
$25.4M
Puts
$5.55M
Net Calls
+$19.9M
Net Calls Change
-$151M

Top Buyers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$250M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$109M
3
TA
Tiedemann Advisors
New York
+$86.6M
4
Morgan Stanley
Morgan Stanley
New York
+$59.3M
5
FCAS
First Command Advisory Services
Texas
+$48.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$301M
2
Bank of America
Bank of America
North Carolina
-$242M
3
HNB
Huntington National Bank
Ohio
-$196M
4
Creative Planning
Creative Planning
Kansas
-$130M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
301
Avondale Wealth Management
Texas
$7.2M +$847K +29,435 +13%
C
302
Certuity
Florida
$7.17M -$411K -14,285 -5%
SAG
303
Spotlight Asset Group
Illinois
$7.11M -$215K -7,465 -3%
I
304
IberiaBank
Louisiana
$7.1M -$1.38M -48,005 -16%
GIA
305
Gladstone Institutional Advisory
Florida
$7.08M +$322K +11,185 +5%
BAMG
306
Brand Asset Management Group
Missouri
$7.05M +$1.48M +51,385 +27%
MA
307
MUFG Americas
New York
$7.03M -$22K -765 -0.3%
FCA
308
FLC Capital Advisors
California
$6.96M -$248K -9,065 -3%
FPFS
309
First Personal Financial Services
North Carolina
$6.94M +$39.3K +1,365 +0.6%
PP
310
PDS Planning
Ohio
$6.91M +$1.92M +66,595 +38%
OPS
311
Orion Portfolio Solutions
Nebraska
$6.9M +$566K +19,655 +9%
RCA
312
Resonant Capital Advisors
Wisconsin
$6.89M +$1.21M +42,065 +21%
RJT
313
Raymond James Trust
Florida
$6.83M +$193K +6,720 +3%
NA
314
NewEdge Advisors
Louisiana
$6.78M -$2.45M -85,140 -27%
PI
315
Pachira Investments
California
$6.73M -$13.6M -471,695 -67%
DCM
316
DeGreen Capital Management
Arizona
$6.68M +$755K +26,240 +13%
ISWM
317
Independent Solutions Wealth Management
New York
$6.64M +$572K +19,890 +9%
WCM
318
Windsor Capital Management
Arizona
$6.6M -$166K -5,760 -2%
CA
319
Crewe Advisors
Utah
$6.6M +$2.22M +77,325 +51%
FC
320
Fulcrum Capital
Washington
$6.57M -$5.5M -191,255 -46%
UWPG
321
Ullmann Wealth Partners Group
Florida
$6.57M +$1.49M +51,650 +29%
ST
322
Spinnaker Trust
Maine
$6.56M +$5.87M +203,900 +845%
NCM
323
Neumann Capital Management
California
$6.55M +$250K +8,675 +4%
LBC
324
Lowe Brockenbrough & Co
Virginia
$6.54M +$900K +31,280 +16%
LWA
325
LWS Wealth Advisors
New Jersey
$6.52M -$1.13M -39,205 -15%
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