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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
+$250M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$109M
3
TA
Tiedemann Advisors
New York
+$86.6M
4
Morgan Stanley
Morgan Stanley
New York
+$59.3M
5
FCAS
First Command Advisory Services
Texas
+$48.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$301M
2
Bank of America
Bank of America
North Carolina
-$242M
3
HNB
Huntington National Bank
Ohio
-$196M
4
Creative Planning
Creative Planning
Kansas
-$130M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
RI
776
RPTC Inc
Wyoming
$955K +$5.18K +180 +0.5%
KBFS
777
Kohmann Bosshard Financial Services
Ohio
$954K -$128K -4,445 -12%
PMFA
778
Plante Moran Financial Advisors
Michigan
$952K -$30.9K -1,075 -3%
NCM
779
Next Capital Management
New York
$949K -$928K -32,265 -49%
EWM
780
Endurance Wealth Management
Rhode Island
$938K – – –
RG
781
Rikoon Group
New Mexico
$934K +$26.6K +925 +3%
Treasurer of the State of North Carolina
782
Treasurer of the State of North Carolina
North Carolina
$934K +$428K +14,875 +85%
ONST
783
Old North State Trust
North Carolina
$932K -$2.16K -75 -0.2%
LFG
784
LifePlan Financial Group
Ohio
$926K -$46.2K -1,605 -5%
RG
785
Rathbones Group
United Kingdom
$924K +$97.1K +3,375 +12%
HT
786
Heritage Trust
Oklahoma
$922K +$253K +8,795 +38%
RMCM
787
Reynders McVeigh Capital Management
Massachusetts
$920K – – –
OPA
788
Old Port Advisors
Maine
$915K -$13.5K -470 -1%
BHBT
789
Burke & Herbert Bank & Trust
Virginia
$912K -$5.61K -195 -0.6%
JWS
790
Juncture Wealth Strategies
Arizona
$912K +$130K +4,525 +17%
DDC
791
DF Dent & Co
Maryland
$911K +$71.9K +2,500 +9%
IAA
792
Independent Advisor Alliance
North Carolina
$909K -$21.7M -755,240 -96%
WJWM
793
Williams Jones Wealth Management
New York
$908K +$256K +8,890 +39%
1WA
794
180 Wealth Advisors
Washington
$907K -$69.7K -2,545 -7%
CA
795
Continuum Advisory
Idaho
$903K -$52.9K -1,955 -6%
Lido Advisors
796
Lido Advisors
California
$899K +$108K +3,760 +14%
CI
797
Cigna Investments
Connecticut
$899K +$263K +9,150 +41%
SWPG
798
Strategic Wealth Partners Group
Illinois
$897K -$398K -13,845 -31%
KL
799
KWMG LLC
Kansas
$895K -$191K -6,645 -18%
CAMG
800
CWA Asset Management Group
Florida
$895K +$895K +31,100 New
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