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

1,384 hedge funds and large institutions have $25.3B invested in iShares Core S&P Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 492 increasing their positions, 673 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
-117
Holders Change %
-7.79%
% of All Funds
30.57%
Holding in Top 10
240
Holding in Top 10 Change
-63
Holding in Top 10 Change %
-20.79%
% of All Funds
5.3%
New
80
Increased
492
Reduced
673
Closed
178
Calls
$25.4M
Puts
$5.55M
Net Calls
+$19.9M
Net Calls Change
-$151M

Top Buyers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$324M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.32B
3
TA
Tiedemann Advisors
New York
$97.2M
4
Morgan Stanley
Morgan Stanley
New York
$879M
5
FCAS
First Command Advisory Services
Texas
$333M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$2.35B
2
Bank of America
Bank of America
North Carolina
$1.79B
3
HNB
Huntington National Bank
Ohio
$105M
4
Creative Planning
Creative Planning
Kansas
$160M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$469M
Name Holding Trade Value Shares
Change 		Shares
Change %
HTC
51
Haverford Trust Company
Pennsylvania
$66.3M +$162K +5,630 +0.2%
Stifel Financial
52
Stifel Financial
Missouri
$66.1M -$1.11M -38,650 -2%
LI
53
LVZ Inc
Michigan
$65.7M -$4.32M -150,285 -6%
LWA
54
Lenox Wealth Advisors
New York
$65M +$23.4M +811,680 +56%
BF
55
BOK Financial
Oklahoma
$64.4M +$6.03M +209,620 +10%
MIA
56
MainStreet Investment Advisors
Illinois
$62.7M -$1.71M -59,350 -3%
TF
57
TIAA FSB
Florida
$62M -$34.5M -1,198,160 -36%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$57.9M -$16.1M -559,725 -22%
SWM
59
SigFig Wealth Management
California
$57.1M +$11.3M +392,075 +25%
SSB
60
Sandy Spring Bank
Maryland
$56.6M +$1.13M +39,445 +2%
MPWT
61
MassMutual Private Wealth & Trust
Connecticut
$55.4M -$868K -30,160 -2%
BFPW
62
BOK Financial Private Wealth
Colorado
$54.8M -$15M -519,850 -21%
LW
63
Linscomb Wealth
Texas
$53.6M -$719K -24,995 -1%
LF
64
Lee Financial
Texas
$52.6M +$498K +17,325 +1%
UCFA
65
United Capital Financial Advisors
Texas
$51.8M +$3.38M +125,265 +7%
FWM
66
FFT Wealth Management
Pennsylvania
$51.6M +$9.89M +343,585 +24%
US Bancorp
67
US Bancorp
Minnesota
$51.3M +$14.9M +516,665 +41%
JPMPWA
68
J.P. Morgan Private Wealth Advisors
California
$49.5M -$25.9M -900,080 -34%
SIC
69
Sigma Investment Counselors
Michigan
$48.9M +$636K +22,105 +1%
Franklin Resources
70
Franklin Resources
California
$48.3M -$607K -21,085 -1%
GBA
71
Global Beta Advisors
Pennsylvania
$47.2M +$4.83M +168,030 +11%
Comerica Bank
72
Comerica Bank
Texas
$46.7M -$7.37M -238,470 -14%
PAG
73
Private Advisor Group
New Jersey
$46M -$4.32M -150,280 -9%
AFG
74
Arkansas Financial Group
Arkansas
$45M -$64.4K -2,240 -0.1%
M&T Bank
75
M&T Bank
New York
$44.4M +$44.4M +1,543,860 New
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