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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
$114M
3
PI
PFS Investments
Georgia
$67M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$229M
5
WAM
Wealthspire Advisors (Maryland)
Maryland
$73.2M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$94.5M
2
Wells Fargo
Wells Fargo
California
$2.42B
3
Financial Engines Advisors
Financial Engines Advisors
California
$656M
4
GSWM
Golden State Wealth Management
California
$3.94M
5
Ameriprise
Ameriprise
Minnesota
$369M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAIM
51
TD Ameritrade Investment Management
Nebraska
$84.4M -$19.1M -514,150 -18%
HTC
52
Haverford Trust Company
Pennsylvania
$84.3M -$362K -9,755 -0.4%
State Street
53
State Street
Massachusetts
$83.7M +$2.06M +55,620 +3%
US Bancorp
54
US Bancorp
Minnesota
$77.8M +$1.75M +47,305 +2%
LW
55
Linscomb Wealth
Texas
$76.5M +$870K +23,475 +1%
SSB
56
Sandy Spring Bank
Maryland
$74.2M +$1.23M +33,205 +2%
LWMT
57
Legacy Wealth Management (Tennessee)
Tennessee
$73.6M -$1.96M -52,810 -3%
WAM
58
Wealthspire Advisors (Maryland)
Maryland
$73.2M +$41M +1,107,495 +128%
UCFA
59
United Capital Financial Advisors
Texas
$70.7M -$435K -11,730 -0.6%
PI
60
PFS Investments
Georgia
$67M +$50.2M +1,354,985 +300%
JPMPWA
61
J.P. Morgan Private Wealth Advisors
California
$66.8M +$4.23M +114,190 +7%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$66.5M -$2.18M -58,845 -3%
MPWT
63
MassMutual Private Wealth & Trust
Connecticut
$66.3M -$4.33M -116,860 -6%
TF
64
TIAA FSB
Florida
$64.9M -$3.97M -107,055 -6%
AIM
65
Acropolis Investment Management
Missouri
$64M -$10.6M -284,995 -14%
Mariner
66
Mariner
Kansas
$62.6M +$3.15M +84,895 +5%
BFPW
67
BOK Financial Private Wealth
Colorado
$61M -$195K -5,250 -0.3%
HighTower Advisors
68
HighTower Advisors
Illinois
$60.9M +$1.6M +43,265 +3%
BF
69
BOK Financial
Oklahoma
$60.2M -$1.65M -44,640 -3%
SHGA
70
Sand Hill Global Advisors
California
$58M +$16.5K +445 +0%
AFG
71
Arkansas Financial Group
Arkansas
$57.2M -$686K -18,500 -1%
MML Investors Services
72
MML Investors Services
Massachusetts
$56.8M +$3.7M +99,965 +7%
VC
73
Vicus Capital
Pennsylvania
$55.4M +$844K +22,760 +2%
NAM
74
NorthCoast Asset Management
Connecticut
$54M +$230K +6,210 +0.4%
CFG
75
Citizens Financial Group
Rhode Island
$53.3M +$12M +321,350 +29%
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