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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

1,501 hedge funds and large institutions have $38.2B invested in iShares Core S&P Mid-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 597 increasing their positions, 451 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,501
Holders Change
+202
Holders Change %
+15.55%
% of All Funds
29.64%
Holding in Top 10
303
Holding in Top 10 Change
+56
Holding in Top 10 Change %
+22.67%
% of All Funds
5.98%
New
271
Increased
597
Reduced
451
Closed
48
Calls
$180M
Puts
$8.57M
Net Calls
+$171M
Net Calls Change
-$50.4M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$195M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$187M
3
FIM
Freedom Investment Management
Connecticut
+$103M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$94.2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$84.8M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$211M
2
Wells Fargo
Wells Fargo
California
-$165M
3
M&T Bank
M&T Bank
New York
-$66.3M
4
UBS AM
UBS AM
Illinois
-$55.4M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$53.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
801
Strategy Asset Managers
California
$1.43M +$1.43M +34,650 New
SWP
802
Summit Wealth Partners
Florida
$1.42M +$1.42M +34,610 New
OFS
803
Oldfather Financial Services
Nebraska
$1.42M +$1.42M +34,690 New
CS
804
Credit Suisse
Switzerland
$1.41M +$1.17M +28,485 +487%
BWP
805
Bernardo Wealth Planning
Pennsylvania
$1.41M +$67.7K +1,645 +5%
PMFA
806
Plante Moran Financial Advisors
Michigan
$1.41M -$1.88M -45,730 -57%
MAWCM
807
Mine & Arao Wealth Creation & Management
California
$1.41M +$1.41M +32,965 New
MPCG
808
Matrix Private Capital Group
New York
$1.4M +$1.4M +34,065 New
SS
809
Sunbelt Securities
Texas
$1.4M +$54.7K +1,475 +4%
WWM
810
Windsor Wealth Management
Indiana
$1.4M -$11.5K -280 -0.8%
SCM
811
Smith Capital Management
Arkansas
$1.39M – – –
LFG
812
LifePlan Financial Group
Ohio
$1.39M +$28K +680 +2%
RW
813
RVW Wealth
California
$1.39M +$29.4K +715 +2%
FFSOTS
814
Fiduciary Financial Services of The Southwest
Texas
$1.39M -$50.9K -1,235 -4%
JAFL
815
Jay A. Fishman Ltd
Michigan
$1.38M – – –
AFC
816
AFT Forsyth & Company
Florida
$1.38M +$17.1K +415 +1%
SEEDPG
817
S.E.E.D. Planning Group
New York
$1.36M +$1.36M +33,110 New
PWAG
818
Polaris Wealth Advisory Group
California
$1.36M +$1.36M +32,500 New
RI
819
RPTC Inc
Wyoming
$1.36M +$5.76K +140 +0.4%
PCA
820
Providence Capital Advisors
North Carolina
$1.36M -$13.6K -330 -1%
EWM
821
Endurance Wealth Management
Rhode Island
$1.34M +$1.03K +25 +0.1%
ONST
822
Old North State Trust
North Carolina
$1.34M -$26.6K -645 -2%
RPGK
823
Retirement Planning Group (Kansas)
Kansas
$1.33M -$16.3K -395 -1%
CL
824
Choreo LLC
Illinois
$1.33M +$71.2K +1,730 +6%
OPA
825
Old Port Advisors
Maine
$1.32M -$22.4K -545 -2%
31 32
33
34 35