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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 %
OPA
751
Old Port Advisors
Maine
$1.23M +$1.3K +35 +0.1%
WP
752
WealthSource Partners
California
$1.23M +$126K +3,390 +11%
WS
753
Wedbush Securities
California
$1.22M +$49.1K +1,325 +4%
BFG
754
Baron Financial Group
New Jersey
$1.21M +$1.21M +32,720 New
JF
755
JSF Financial
California
$1.21M -$25K -675 -2%
FHA
756
Flagship Harbor Advisors
Massachusetts
$1.2M -$2.08M -56,120 -63%
HR
757
Hayden Royal
North Carolina
$1.2M -$932K -25,155 -44%
FNC
758
First National Corp
Massachusetts
$1.19M +$6.97K +115 +0.6%
LFA
759
Legacy Financial Advisors
Kentucky
$1.19M +$1.19M +32,170 New
WOSD
760
WFA of San Diego
California
$1.19M -$3.89K -105 -0.3%
KBFS
761
Kohmann Bosshard Financial Services
Ohio
$1.19M -$65K -1,755 -5%
RG
762
Rikoon Group
New Mexico
$1.18M -$33K -890 -3%
HT
763
Heritage Trust
Oklahoma
$1.18M -$42.4K -1,145 -3%
TIA
764
Tiemann Investment Advisors
California
$1.17M +$36.3K +980 +3%
ONST
765
Old North State Trust
North Carolina
$1.17M -$28K -755 -2%
JWS
766
Juncture Wealth Strategies
Arizona
$1.17M +$11.5K +310 +1%
Lido Advisors
767
Lido Advisors
California
$1.16M -$53.2K -1,435 -4%
MCA
768
Magnolia Capital Advisors
Mississippi
$1.16M +$5.93K +160 +0.5%
FCB
769
First Command Bank
Texas
$1.15M -$277K -7,460 -19%
FCFS
770
First Command Financial Services
Texas
$1.15M -$277K -7,460 -19%
LFG
771
LifePlan Financial Group
Ohio
$1.15M +$3.89K +105 +0.3%
CFFP
772
Center for Financial Planning
Michigan
$1.14M +$38.2K +1,030 +3%
AI
773
Accredited Investors
Minnesota
$1.14M +$5.74K +155 +0.5%
AAM
774
Ameraudi Asset Management
New York
$1.14M – – –
PWMAG
775
Pinnacle Wealth Management Advisory Group
New Jersey
$1.14M +$21.3K +575 +2%
29 30
31
32 33