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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 %
First Trust Advisors
351
First Trust Advisors
Illinois
$6.73M +$532K +14,355 +9%
MWM
352
Marietta Wealth Management
Georgia
$6.72M -$827K -22,325 -11%
AWM
353
Avondale Wealth Management
Texas
$6.71M -$2.46M -66,290 -27%
RWP
354
RWA Wealth Partners
Massachusetts
$6.7M -$132K -3,550 -2%
APW
355
Acima Private Wealth
Virginia
$6.67M +$2.36M +63,775 +55%
AWM
356
Altus Wealth Management
Kentucky
$6.64M +$220K +5,940 +3%
TC
357
TAP Consulting
Missouri
$6.64M +$2.01M +54,120 +43%
SIAM
358
Sterling Investment Advisors (Missouri)
Missouri
$6.63M -$115K -3,110 -2%
PWP
359
Personal Wealth Partners
Minnesota
$6.61M -$1.57M -42,280 -19%
IWA
360
Independence Wealth Advisors
Virginia
$6.56M +$17.8K +480 +0.3%
TCM
361
Towercrest Capital Management
Pennsylvania
$6.53M -$842K -22,700 -11%
BG
362
Berry Group
Massachusetts
$6.47M +$139K +3,740 +2%
HH
363
HWG Holdings
Texas
$6.41M -$1.25M -33,845 -16%
William Blair & Company
364
William Blair & Company
Illinois
$6.4M -$184K -4,960 -3%
HA
365
HYA Advisors
Missouri
$6.4M -$25.8K -695 -0.4%
ANTB
366
AMG National Trust Bank
Colorado
$6.4M -$300K -8,105 -4%
RFO
367
RiverGlades Family Offices
Florida
$6.35M +$29.8K +805 +0.5%
JWBC
368
J.W. Burns & Co
New York
$6.27M -$35.8K -965 -0.6%
PP
369
Palladium Partners
Virginia
$6.26M -$153K -4,125 -2%
MA
370
Montag & Associates
Georgia
$6.25M +$9.64K +260 +0.2%
GPA
371
Guidance Point Advisors
Massachusetts
$6.25M -$293K -7,900 -4%
SG
372
StoneX Group
New York
$6.17M +$830K +22,395 +16%
CWA
373
Clarity Wealth Advisors
California
$6.17M -$70.2K -1,895 -1%
EWM
374
Evercore Wealth Management
New York
$6.15M +$11.7K +315 +0.2%
N
375
Natixis
France
$6.13M +$683K +18,425 +13%
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