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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

1,299 hedge funds and large institutions have $34.8B invested in iShares Core S&P Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 539 increasing their positions, 470 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,299
Holders Change
+11
Holders Change %
+0.85%
% of All Funds
28.53%
Holding in Top 10
247
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.41%
% of All Funds
5.42%
New
77
Increased
539
Reduced
470
Closed
56
Calls
$242M
Puts
$20.5M
Net Calls
+$222M
Net Calls Change
+$55.4M

Top Buyers

1
FCAS
First Command Advisory Services
Texas
$380M
2
Wells Fargo
Wells Fargo
California
$3.72B
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.54B
4
SW
SVB Wealth
Massachusetts
$67.4M
5
BlackRock
BlackRock
New York
$1.05B

Top Sellers

1
HNB
Huntington National Bank
Ohio
$211M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.59M
3
LPL Financial
LPL Financial
California
$1.02B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$593M
5
Morgan Stanley
Morgan Stanley
New York
$1.09B
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
51
Jones Financial Companies
Missouri
$88.5M +$1.26M +32,780 +1%
Stifel Financial
52
Stifel Financial
Missouri
$88.1M -$3.82M -98,495 -4%
HTC
53
Haverford Trust Company
Pennsylvania
$87.9M -$332K -8,595 -0.4%
JPMPWA
54
J.P. Morgan Private Wealth Advisors
California
$86.6M -$904K -23,385 -1%
GT
55
Greenleaf Trust
Michigan
$85.8M +$1.45M +37,485 +2%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$83.1M -$1.84M -47,550 -2%
GBA
57
Global Beta Advisors
Pennsylvania
$81.3M – – –
HighTower Advisors
58
HighTower Advisors
Illinois
$79.9M +$16.1M +417,265 +25%
BFPW
59
BOK Financial Private Wealth
Colorado
$79.6M +$53.5M +1,384,185 +205%
BF
60
BOK Financial
Oklahoma
$78.1M +$512K +13,245 +0.7%
MIA
61
MainStreet Investment Advisors
Illinois
$77.3M -$1.7M -43,935 -2%
SSB
62
Sandy Spring Bank
Maryland
$75.4M +$1.74M +45,040 +2%
MPWT
63
MassMutual Private Wealth & Trust
Connecticut
$75.3M -$1.76M -45,460 -2%
LW
64
Linscomb Wealth
Texas
$73.2M +$576K +14,915 +0.8%
Citigroup
65
Citigroup
New York
$72M +$45.5M +1,177,635 +172%
Comerica Bank
66
Comerica Bank
Texas
$71.4M -$4.26M -109,350 -6%
Franklin Resources
67
Franklin Resources
California
$71.3M -$31.9M -826,460 -31%
LF
68
Lee Financial
Texas
$70.9M -$1.53M -39,615 -2%
PAG
69
Private Advisor Group
New Jersey
$70.7M +$2.3M +59,545 +3%
FI
70
FormulaFolio Investments
Michigan
$70.6M +$302K +7,815 +0.4%
MML Investors Services
71
MML Investors Services
Massachusetts
$69.2M -$17.7M -457,265 -20%
LTFS
72
Ladenburg Thalmann Financial Services
Florida
$67.4M -$1.86M -48,180 -3%
SW
73
SVB Wealth
Massachusetts
$67.4M +$59.7M +1,546,080 +785%
USAA
74
United Services Automobile Association
Texas
$67.3M +$2.76M +71,440 +4%
UCFA
75
United Capital Financial Advisors
Texas
$66.9M -$8.19M -211,800 -11%
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