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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 %
CCM
726
Colorado Capital Management
Colorado
$1.32M -$109K -2,935 -8%
PCA
727
Providence Capital Advisors
North Carolina
$1.32M +$4.63K +125 +0.4%
CWM
728
Campbell Wealth Management
Virginia
$1.32M -$1.48K -40 -0.1%
PGFC
729
Peapack-Gladstone Financial Corp
New Jersey
$1.32M +$143K +3,850 +12%
SAM
730
Shone Asset Management
California
$1.32M -$10.2K -255 -0.8%
AF
731
Advisornet Financial
Minnesota
$1.3M +$107K +2,880 +9%
DFG
732
Demars Financial Group
Washington
$1.3M -$7.97K -215 -0.6%
JG
733
Jefferies Group
New York
$1.29M +$56.1K +1,515 +5%
SAM
734
Silvercrest Asset Management
New York
$1.29M – – –
BCM
735
Brookstone Capital Management
Illinois
$1.28M -$20.6K -555 -2%
WT
736
Washington Trust
Rhode Island
$1.28M +$187K +5,040 +17%
VRM
737
Vectors Research Management
New York
$1.27M -$202K -5,445 -14%
OC
738
Oakworth Capital
Alabama
$1.26M – – –
BHBT
739
Burke & Herbert Bank & Trust
Virginia
$1.26M +$45.6K +1,230 +4%
9WM
740
9258 Wealth Management
Ohio
$1.26M -$35K -925 -3%
NEGWA
741
New England Guild Wealth Advisors
Connecticut
$1.26M -$2.6K -70 -0.2%
KFGK
742
Keystone Financial Group (Kentucky)
Kentucky
$1.25M -$35.2K -950 -3%
TFF
743
The Family Firm
Maryland
$1.24M -$127K -3,425 -9%
BAS
744
Brown Advisory Securities
Maryland
$1.24M -$13.9K -375 -1%
CI
745
Cigna Investments
Connecticut
$1.24M – – –
FMBTD
746
First Midwest Bank Trust Division
Illinois
$1.24M +$51.1K +1,380 +4%
BFO
747
Biltmore Family Office
North Carolina
$1.24M -$650K -17,520 -34%
RG
748
Rathbones Group
United Kingdom
$1.24M -$4.63K -125 -0.4%
PAS
749
Park Avenue Securities
New York
$1.24M +$91.2K +2,460 +8%
SEEDPG
750
S.E.E.D. Planning Group
New York
$1.23M -$67.8K -1,830 -5%
28 29
30
31 32