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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 %
WAG
501
Winthrop Advisory Group
Massachusetts
$2.74M -$7.71M -267,865 -74%
PAM
502
Private Asset Management
California
$2.72M +$111K +3,865 +4%
FTI
503
Fiduciary Trust International
Massachusetts
$2.71M +$240K +8,330 +10%
FSG
504
Financial Strategies Group
Michigan
$2.7M +$243K +8,460 +10%
First Trust Advisors
505
First Trust Advisors
Illinois
$2.69M -$180K -6,240 -6%
PA
506
PFG Advisors
Arizona
$2.68M -$391K -12,805 -13%
MCM
507
Mattern Capital Management
Colorado
$2.66M -$792K -27,530 -23%
SAS
508
Stelac Advisory Services
New York
$2.66M +$542K +18,830 +26%
PAG
509
Pinnacle Advisory Group
Maryland
$2.66M +$23.6K +820 +0.9%
KPCM
510
Kings Point Capital Management
New York
$2.65M -$361K -12,565 -12%
SP
511
SWS Partners
Ohio
$2.64M +$2.64M +91,645 New
CPA
512
Clear Perspective Advisors
Illinois
$2.62M -$242K -8,415 -8%
SFI
513
SPC Financial Inc
Maryland
$2.62M -$670K -23,270 -20%
BWM
514
BerganKDV Wealth Management
Minnesota
$2.62M +$208K +7,235 +9%
KWM
515
Kingsview Wealth Management
Oregon
$2.58M +$133K +4,610 +5%
CWM
516
Cranbrook Wealth Management
Michigan
$2.56M -$130K -4,505 -5%
LPT
517
Legacy Private Trust
Wisconsin
$2.55M -$38.4K -1,335 -1%
WB
518
WesBanco Bank
West Virginia
$2.53M +$282K +9,805 +13%
P
519
&Partners
Tennessee
$2.52M +$1.71M +59,605 +212%
EW
520
Element Wealth
Mississippi
$2.5M +$161K +5,590 +7%
TPWA
521
TRUE Private Wealth Advisors
Oregon
$2.5M -$66.6K -2,315 -3%
EIP
522
Ellis Investment Partners
Pennsylvania
$2.5M -$149K -5,495 -6%
PP
523
Palladium Partners
Virginia
$2.49M -$254K -8,815 -9%
WP
524
WealthSource Partners
California
$2.47M -$1.07M -37,330 -30%
WCM
525
Washburn Capital Management
Florida
$2.47M -$230K -8,000 -9%
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