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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 %
ACM
776
Ategra Capital Management
Virginia
$1.13M +$111K +2,985 +11%
KL
777
KWMG LLC
Kansas
$1.13M -$28.5K -770 -2%
WCWM
778
Wooster Corthell Wealth Management
Connecticut
$1.12M -$49.1K -1,325 -4%
WIC
779
Whitegate Investment Counselors
New Hampshire
$1.11M -$9.45K -255 -0.8%
IAA
780
Independent Advisor Alliance
North Carolina
$1.1M -$132K -3,425 -11%
EDRH
781
Edmond de Rothschild Holding
Switzerland
$1.09M – – –
AFC
782
AFT Forsyth & Company
Florida
$1.09M -$556 -15 -0.1%
EWM
783
Endurance Wealth Management
Rhode Island
$1.09M -$9.64K -260 -0.9%
SBH
784
Segall Bryant & Hamill
Illinois
$1.08M -$23.2K -625 -2%
DSC
785
Duncker Streett & Co
Missouri
$1.08M +$32.2K +870 +3%
RPGK
786
Retirement Planning Group (Kansas)
Kansas
$1.07M -$13.9K -375 -1%
B
787
Bridgeworth
Alabama
$1.07M -$52.8K -1,425 -5%
BFC
788
Bedel Financial Consulting
Indiana
$1.07M -$40.8K -1,100 -4%
CL
789
Choreo LLC
Illinois
$1.06M -$63K -1,700 -6%
EAM
790
Evanson Asset Management
California
$1.06M – – –
CAL
791
Capital Advisors Ltd
Ohio
$1.06M -$12.4K -335 -1%
WP
792
WealthPLAN Partners
Nebraska
$1.05M +$204K +4,935 +24%
BA
793
Ballew Advisors
Mississippi
$1.04M +$4.85K +125 +0.5%
RPSA
794
Richard P. Slaughter Associates
Texas
$1.03M -$285K -7,690 -22%
IAS
795
Investment Advisory Services
Texas
$1.03M -$17.6K -475 -2%
AWP
796
Ascent Wealth Partners
New York
$1.02M -$31K -835 -3%
PWG
797
Private Wealth Group
Florida
$1.02M -$154K -4,160 -13%
XF
798
XML Financial
Maryland
$1.02M -$61.9K -1,670 -6%
TC
799
TownSquare Capital
Utah
$1.02M +$211K +5,460 +26%
UTC
800
Unified Trust Company
Kentucky
$1.01M -$35.2K -950 -3%
30 31
32
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