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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 %
TPWA
551
TRUE Private Wealth Advisors
Oregon
$3.67M +$459K +11,150 +14%
BSW
552
Buckingham Strategic Wealth
Missouri
$3.66M -$34.2K -830 -0.9%
HWM
553
HighMark Wealth Management
Minnesota
$3.66M +$3.66M +88,980 New
SWM
554
SVA Wealth Management
Wisconsin
$3.64M +$189K +4,600 +5%
AC
555
Alexandria Capital
Virginia
$3.62M -$30.3K -735 -0.8%
DI
556
DAGCO Inc
Ohio
$3.6M +$189K +4,600 +6%
EWA
557
Exencial Wealth Advisors
Oklahoma
$3.6M -$14.8K -360 -0.4%
UBG
558
United Bank (Georgia)
Georgia
$3.59M +$381K +9,245 +12%
Koshinski Asset Management
559
Koshinski Asset Management
Illinois
$3.59M +$788K +19,165 +28%
PWAP
560
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.58M -$1.7M -41,405 -32%
RPC
561
Rossmore Private Capital
Connecticut
$3.57M +$25.9K +630 +0.7%
FTI
562
Fiduciary Trust International
Massachusetts
$3.53M +$71.2K +1,730 +2%
SCG
563
Sonata Capital Group
Washington
$3.52M – – –
FSG
564
Financial Strategies Group
Michigan
$3.52M +$3.52M +85,395 New
KWM
565
Kingsview Wealth Management
Oregon
$3.51M +$851K +20,670 +32%
BNP Paribas Financial Markets
566
BNP Paribas Financial Markets
France
$3.5M – – –
AAM
567
Ameraudi Asset Management
New York
$3.5M +$3.5M +85,010 New
NEGWA
568
New England Guild Wealth Advisors
Connecticut
$3.47M -$489K -11,880 -12%
ST
569
Sabal Trust
Florida
$3.47M -$39.7K -965 -1%
BWM
570
BerganKDV Wealth Management
Minnesota
$3.45M +$38.3K +930 +1%
CTC
571
Central Trust Company
Missouri
$3.45M +$165K +4,005 +5%
APA
572
American Portfolios Advisors
New York
$3.45M -$1.39M -33,715 -29%
MFG
573
Merit Financial Group
Georgia
$3.38M +$3.38M +82,060 New
RIA
574
Regal Investment Advisors
Michigan
$3.36M +$70.2K +1,705 +2%
EW
575
Element Wealth
Mississippi
$3.35M +$3.35M +81,340 New
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