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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 %
PFA
401
Pure Financial Advisors
California
$5.43M -$226K -6,085 -4%
Chevy Chase Trust
402
Chevy Chase Trust
Maryland
$5.42M +$1.06M +28,640 +24%
GIA
403
GHP Investment Advisors
Colorado
$5.34M +$29.5K +795 +0.6%
IWM
404
IHT Wealth Management
Illinois
$5.34M -$359K -9,685 -6%
CA
405
Crumly & Associates
Illinois
$5.33M +$2.12M +57,080 +66%
KPWG
406
KFA Private Wealth Group
Virginia
$5.32M +$1.24M +33,330 +30%
SCA
407
Snowden Capital Advisors
New York
$5.32M -$120K -3,240 -2%
FWCM
408
Ferguson Wellman Capital Management
Oregon
$5.3M +$1.35M +36,420 +34%
CFGS
409
Concourse Financial Group Securities
Alabama
$5.28M -$1.03M -27,910 -16%
SLT
410
St Louis Trust
Missouri
$5.27M – – –
WFA
411
Wellspring Financial Advisors
Ohio
$5.24M +$61.7K +1,665 +1%
FWM
412
Frontier Wealth Management
Missouri
$5.22M -$106K -2,850 -2%
SQA
413
Simon Quick Advisors
New Jersey
$5.2M -$374K -10,085 -7%
MAFM
414
Mid Atlantic Financial Management
Pennsylvania
$5.19M -$372K -8,945 -7%
SFG
415
Summit Financial Group
West Virginia
$5.15M -$56.2K -1,515 -1%
APSP
416
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.12M -$126K -3,395 -2%
JA
417
JVL Associates
Michigan
$5.05M +$424K +11,435 +9%
MC
418
Middleton & Co
Massachusetts
$5.04M -$102K -2,750 -2%
WWM
419
Windsor Wealth Management
Indiana
$5.02M +$1.51M +38,265 +43%
NGA
420
Naples Global Advisors
Florida
$4.91M -$33.4K -900 -0.7%
SWM
421
SVA Wealth Management
Wisconsin
$4.91M +$108K +2,920 +2%
FAIM
422
Financial Advocates Investment Management
Washington
$4.86M +$1.81M +48,765 +59%
LFAS
423
Level Four Advisory Services
Texas
$4.85M -$851K -22,955 -15%
FC
424
Ferris Capital
Massachusetts
$4.84M +$111K +2,995 +2%
CCM
425
Coldstream Capital Management
Washington
$4.8M -$245K -6,610 -5%
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