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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 %
WR
526
Watson Rebecca
$3.04M -$590K -15,920 -16%
GWMIA
527
Global Wealth Management Investment Advisory
Florida
$3.03M +$72.1K +1,945 +2%
CGI
528
Cougar Global Investments
Ontario, Canada
$3.02M -$222K -5,995 -7%
CRCM
529
Corbett Road Capital Management
Virginia
$3.02M -$459K -12,395 -13%
KWM
530
Kingsview Wealth Management
Oregon
$3M -$196K -5,285 -6%
BIA
531
Bigelow Investment Advisors
Maine
$3M -$84.9K -2,290 -3%
GFS
532
GYL Financial Synergies
Connecticut
$3M -$201K -5,430 -6%
CFA
533
Cahill Financial Advisors
Minnesota
$2.99M -$199K -5,380 -6%
HWM
534
HighMark Wealth Management
Minnesota
$2.97M -$1.67K -45 -0.1%
FLA
535
Financial Life Advisors
Texas
$2.97M +$105K +2,825 +4%
LWP
536
Legacy Wealth Partners
California
$2.92M +$158K +4,255 +6%
UF
537
Univest Financial
Pennsylvania
$2.9M -$6.86K -185 -0.2%
HWA
538
Heritage Way Advisors
Illinois
$2.87M -$33.2K -895 -1%
BCMO
539
Buckingham Capital Management (Ohio)
Ohio
$2.86M +$108K +2,910 +4%
EP
540
Edgestream Partners
New Jersey
$2.86M +$2.86M +77,120 New
LPT
541
Legacy Private Trust
Wisconsin
$2.82M -$132K -3,550 -4%
UBG
542
United Bank (Georgia)
Georgia
$2.81M -$243K -6,555 -8%
PCM
543
Parsons Capital Management
Rhode Island
$2.8M -$99.9K -2,695 -3%
GWM
544
Geneos Wealth Management
Colorado
$2.8M -$853K -23,585 -23%
WPW
545
Waldron Private Wealth
Pennsylvania
$2.8M +$185 +5 +0%
TI
546
Trexquant Investment
Connecticut
$2.79M +$632K +17,055 +29%
SWP
547
Summit Wealth Partners
Florida
$2.78M +$97.3K +2,625 +4%
TCM
548
Twin Capital Management
Pennsylvania
$2.78M +$25.4K +685 +0.9%
MPCG
549
Matrix Private Capital Group
New York
$2.78M +$135K +3,650 +5%
WA
550
Wilshire Advisors
California
$2.73M +$25.4K +685 +0.9%
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