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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 %
KPCM
501
Kings Point Capital Management
New York
$4.31M -$10.9K -265 -0.3%
FC
502
FCA Corp
Texas
$4.29M -$3.5K -85 -0.1%
CWM
503
CCG Wealth Management
California
$4.28M +$327K +7,955 +8%
BCM
504
Boltwood Capital Management
California
$4.25M +$128K +3,100 +3%
DCM
505
Dupont Capital Management
Delaware
$4.21M -$7.99M -194,055 -66%
Deutsche Bank
506
Deutsche Bank
Germany
$4.2M – – –
ONB
507
Old National Bancorp
Indiana
$4.18M -$65.9K -1,600 -2%
BCM
508
Brookstone Capital Management
Illinois
$4.16M -$17.9K -435 -0.4%
MA
509
Montag & Associates
Georgia
$4.15M +$235K +5,720 +6%
WR
510
Watson Rebecca
$4.14M +$4.14M +100,610 New
BBHC
511
Brown Brothers Harriman & Co
New York
$4.14M +$2.65M +64,255 +177%
OIA
512
OneDigital Investment Advisors
Kansas
$4.13M +$320K +7,775 +8%
PA
513
PFG Advisors
Arizona
$4.12M +$37.9K +925 +0.9%
CPA
514
Clear Perspective Advisors
Illinois
$4.1M +$140K +3,395 +4%
FFG
515
Ford Financial Group
California
$4.09M +$928K +22,550 +29%
LC
516
Lubar & Co
Wisconsin
$4.07M – – –
RWRC
517
R.W. Roge & Company
New York
$4.06M +$4.06M +99,025 New
PFM
518
Parsec Financial Management
North Carolina
$4.05M +$315K +7,660 +8%
PBF
519
Petix & Botte Financial
California
$4.04M +$4.04M +98,410 New
EIP
520
Ellis Investment Partners
Pennsylvania
$4.03M +$230K +5,570 +6%
BWA
521
Beam Wealth Advisors
Louisiana
$4.02M +$4.02M +97,685 New
LWP
522
Legacy Wealth Planning
Nevada
$4M +$4M +97,095 New
IP
523
Investment Partners
Ohio
$3.99M +$98.8K +2,400 +3%
JIP
524
Jaffetilchin Investment Partners
Florida
$3.97M +$527K +12,790 +15%
CA
525
Crumly & Associates
Illinois
$3.96M +$3.96M +96,230 New
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