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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 %
AA
476
Advisory Alpha
Michigan
$3.06M -$2.51M -82,415 -45%
SPIA
477
Strategic Point Investment Advisors
Rhode Island
$3.06M -$89.5K -3,110 -3%
KLI
478
Kelman-Lazarov Inc
Tennessee
$3.03M +$437K +15,185 +17%
CWM
479
Cornerstone Wealth Management
Missouri
$3.03M -$2.58M -89,745 -46%
CCM
480
Canal Capital Management
Virginia
$2.98M +$257K +8,935 +9%
Cetera Investment Advisers
481
Cetera Investment Advisers
Illinois
$2.98M +$285K +9,890 +11%
WPW
482
Waldron Private Wealth
Pennsylvania
$2.98M -$392K -13,620 -12%
FFG
483
Ford Financial Group
California
$2.97M +$117K +4,065 +4%
CPA
484
Capital Planning Advisors
California
$2.97M -$7.69M -267,415 -72%
GA
485
GFS Advisors
Texas
$2.97M +$228K +7,940 +8%
GWM
486
Geneos Wealth Management
Colorado
$2.97M -$6.18M -218,055 -68%
AA
487
Argent Advisors
Louisiana
$2.94M -$441K -15,340 -13%
GSWM
488
Golden State Wealth Management
California
$2.94M +$2.94M +102,245 New
ONB
489
Old National Bancorp
Indiana
$2.94M +$18.3K +635 +0.6%
WR
490
Watson Rebecca
$2.94M -$82.3K -2,740 -3%
CFA
491
Cahill Financial Advisors
Minnesota
$2.9M -$206K -7,150 -7%
BIA
492
Bigelow Investment Advisors
Maine
$2.87M -$330K -11,465 -10%
MA
493
Montag & Associates
Georgia
$2.86M -$41K -1,425 -1%
KOMWMG
494
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.86M +$92.4K +3,210 +3%
IAN
495
Integrated Advisors Network
Texas
$2.84M +$1.92M +66,590 +208%
CFS
496
CRA Financial Services
New Jersey
$2.82M +$178K +6,195 +7%
LWP
497
Legacy Wealth Planning
Nevada
$2.8M +$3.74K +130 +0.1%
CCT
498
Country Club Trust
Missouri
$2.79M -$1.33M -45,670 -32%
MPW
499
MA Private Wealth
California
$2.78M +$2.78M +96,750 New
OFG
500
Omega Financial Group
California
$2.78M +$1.78M +61,725 +177%
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