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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 %
GLA
501
Good Life Advisors
Pennsylvania
$3.27M -$2.75M -74,220 -46%
PAG
502
Pinnacle Advisory Group
Maryland
$3.26M +$171K +4,620 +6%
ARG
503
Advisory Resource Group
Oklahoma
$3.24M +$231K +6,220 +8%
LWP
504
Legacy Wealth Planning
Nevada
$3.24M -$286K -7,715 -8%
EW
505
Element Wealth
Mississippi
$3.21M -$114K -3,080 -3%
ECM
506
Exchange Capital Management
Michigan
$3.21M +$315K +8,505 +11%
PWA
507
Physician Wealth Advisors
Utah
$3.2M +$271K +7,020 +9%
RWA
508
River Wealth Advisors
Pennsylvania
$3.2M -$86.9K -2,345 -3%
KPCM
509
Kings Point Capital Management
New York
$3.2M -$14.8K -400 -0.5%
KLI
510
Kelman-Lazarov Inc
Tennessee
$3.2M -$294K -7,920 -8%
WCM
511
Washburn Capital Management
Florida
$3.19M -$138K -3,725 -4%
SFA
512
Sequoia Financial Advisors
Ohio
$3.18M +$31.3K +845 +1%
BB
513
Busey Bank
Illinois
$3.18M -$175K -4,725 -5%
HF
514
HRT Financial
New York
$3.15M -$5.75M -155,070 -65%
BNP Paribas Financial Markets
515
BNP Paribas Financial Markets
France
$3.15M -$520K -14,035 -14%
HSA
516
HBK Sorce Advisory
Pennsylvania
$3.15M -$2.79M -75,400 -47%
GTAM
517
Global Trust Asset Management
Florida
$3.12M +$77.4K +2,060 +3%
JWCA
518
J.W. Cole Advisors
Florida
$3.12M -$3.34M -90,115 -52%
CFS
519
CRA Financial Services
New Jersey
$3.11M -$29.7K -800 -0.9%
SCG
520
Sonata Capital Group
Washington
$3.09M -$5.93K -160 -0.2%
MSL
521
Mackay Shields LLC
New York
$3.09M +$3.09M +83,330 New
GT
522
Glenview Trust
Kentucky
$3.08M +$69.7K +1,880 +2%
FSG
523
Financial Strategies Group
Michigan
$3.07M -$365K -9,855 -11%
ZIM
524
Zacks Investment Management
Illinois
$3.06M +$885K +23,890 +41%
FBA
525
Front Barnett Associates
Illinois
$3.04M +$6.49K +175 +0.2%
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