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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 %
LNB
701
Ledyard National Bank
$1.47M -$422K -11,385 -22%
TPA
702
Trivium Point Advisory
Connecticut
$1.46M -$15.4K -415 -1%
SWM
703
Southern Wealth Management
Texas
$1.45M +$51.7K +1,395 +4%
TGAM
704
TBH Global Asset Management
Tennessee
$1.44M -$5.56K -150 -0.4%
EWA
705
EP Wealth Advisors
California
$1.44M -$163K -4,390 -10%
WDL
706
Well Done LLC
Michigan
$1.42M +$15.7K +425 +1%
LIA
707
LBMC Investment Advisors
Tennessee
$1.42M +$371 +10 +0%
VIM
708
Vista Investment Management
Pennsylvania
$1.41M -$45.4K -1,225 -3%
GIA
709
Granite Investment Advisors
New Hampshire
$1.41M -$21.5K -580 -2%
MGIA
710
Moneta Group Investment Advisors
Missouri
$1.4M -$2.07M -55,975 -60%
MFG
711
Merit Financial Group
Georgia
$1.4M -$272K -7,345 -16%
IC
712
IEQ Capital
California
$1.4M +$17.6K +475 +1%
HC
713
HNP Capital
New York
$1.39M -$220K -5,445 -14%
EI
714
Ellevest Inc
New York
$1.38M +$14.6K +395 +1%
SC
715
Savant Capital
Illinois
$1.37M -$57.5K -1,550 -4%
GC
716
Gilbert & Cook
Iowa
$1.37M +$28.7K +775 +2%
LSA
717
Lion Street Advisors
Texas
$1.37M +$959K +25,460 +236%
RT
718
Rockland Trust
Massachusetts
$1.36M -$251K -6,770 -16%
OFS
719
Oldfather Financial Services
Nebraska
$1.36M +$4.15K +105 +0.3%
CSPIA
720
Cary Street Partners Investment Advisory
Virginia
$1.36M +$793K +21,385 +140%
Invesco
721
Invesco
Georgia
$1.36M -$89.7K -2,420 -6%
CW
722
CreativeOne Wealth
Kansas
$1.34M -$19.5K -525 -1%
HCA
723
Harbour Capital Advisors
Virginia
$1.34M +$9.26K +250 +0.7%
EFS
724
Essex Financial Services
Connecticut
$1.33M +$110K +2,960 +9%
PCIA
725
Prime Capital Investment Advisors
Kansas
$1.33M +$111K +2,990 +9%
27 28
29
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