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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 %
TPCW
301
TD Private Client Wealth
New York
$9.24M -$385K -10,375 -4%
DCM
302
DeGreen Capital Management
Arizona
$9.2M +$171K +4,620 +2%
DADC
303
D.A. Davidson & Co
Montana
$9.15M +$361K +9,730 +4%
OPS
304
Orion Portfolio Solutions
Nebraska
$9.12M -$475K -12,815 -5%
WHG
305
Westwood Holdings Group
Texas
$9.06M +$34.5K +930 +0.4%
CB
306
Community Bank
New York
$8.87M -$146K -3,930 -2%
TCOV
307
Trust Company of Vermont
Vermont
$8.86M -$125K -3,360 -1%
GLLW
308
Graves Light Lenhart Wealth
Virginia
$8.85M +$1.84M +49,680 +26%
SMC
309
Smith, Moore & Co
Missouri
$8.81M -$120K -3,250 -1%
PI
310
Pachira Investments
California
$8.75M -$207K -5,585 -2%
WS
311
Wela Strategies
Georgia
$8.7M -$2.62M -70,620 -23%
NC
312
NewSquare Capital
Pennsylvania
$8.69M -$333K -8,980 -4%
FPFS
313
First Personal Financial Services
North Carolina
$8.63M -$13K -350 -0.2%
NCM
314
Neumann Capital Management
California
$8.61M +$88K +2,375 +1%
PFG
315
Pacific Financial Group
Washington
$8.51M +$3.26M +88,030 +62%
CWA
316
Core Wealth Advisors
Florida
$8.49M +$243K +6,565 +3%
CGFA
317
Colton Groome Financial Advisors
North Carolina
$8.32M +$5.17M +139,545 +164%
NA
318
NewEdge Advisors
Louisiana
$8.32M -$702K -18,950 -8%
NAM
319
NTV Asset Management
West Virginia
$8.27M -$161K -4,350 -2%
C
320
Certuity
Florida
$8.16M -$63.2K -1,705 -0.8%
PP
321
PDS Planning
Ohio
$8.07M +$460K +12,410 +6%
RIS
322
Retirement Income Solutions
Michigan
$8.04M +$181K +4,870 +2%
LBC
323
Lowe Brockenbrough & Co
Virginia
$8M +$298K +8,040 +4%
FHC
324
First Horizon Corporation
Tennessee
$7.99M +$7.99M +215,550 New
ISWM
325
Independent Solutions Wealth Management
New York
$7.95M -$234K -6,310 -3%
11 12
13
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