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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 %
HMC
451
Harvard Management Company
Massachusetts
$5.43M +$107K +2,590 +2%
RIG
452
Roosevelt Investment Group
New York
$5.43M +$149K +3,630 +3%
CI
453
Cavalier Investments
Georgia
$5.37M +$31.1K +755 +0.6%
SIC
454
Samalin Investment Counsel
New York
$5.36M +$5.36M +130,200 New
ASN
455
Advisory Services Network
Georgia
$5.27M -$628K -15,265 -11%
HWA
456
Heritage Wealth Advisors
Virginia
$5.27M +$49K +1,190 +0.9%
MSAM
457
Moloney Securities Asset Management
Missouri
$5.19M -$342K -8,315 -6%
TFCP
458
Twin Focus Capital Partners
Massachusetts
$5.19M +$734K +17,830 +16%
CF
459
Copperwynd Financial
Arizona
$5.18M -$3.07M -74,515 -37%
FDCDDQ
460
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.13M -$27.4K -665 -0.5%
CSA
461
Cottage Street Advisors
Massachusetts
$5.11M – – –
WP
462
WealthSource Partners
California
$5.07M +$311K +7,550 +7%
MCWS
463
McKinley Carter Wealth Services
West Virginia
$5.01M +$48.2K +1,170 +1%
VCM
464
Verde Capital Management
Michigan
$4.98M +$4.98M +120,930 New
SSW
465
Smith Shellnut Wilson
Mississippi
$4.97M +$160K +3,895 +3%
HR
466
Hardy Reed
Mississippi
$4.95M -$14.4K -350 -0.3%
MCM
467
Mattern Capital Management
Colorado
$4.94M +$4.94M +120,090 New
NL
468
NWAM LLC
Washington
$4.93M -$33.3K -810 -0.7%
FWCM
469
Ferguson Wellman Capital Management
Oregon
$4.9M -$9.26K -225 -0.2%
WANY
470
Wealthspire Advisors (New York)
New York
$4.89M +$4.39M +106,570 +867%
BCA
471
Berman Capital Advisors
Georgia
$4.89M +$39.1K +950 +0.8%
AA
472
Argent Advisors
Louisiana
$4.85M +$4.85M +117,595 New
WPW
473
Waldron Private Wealth
Pennsylvania
$4.82M +$121K +2,950 +3%
HWA
474
Hilltop Wealth Advisors
North Carolina
$4.81M +$4.81M +116,815 New
Cerity Partners
475
Cerity Partners
New York
$4.8M +$970K +23,570 +25%
17 18
19
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