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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 %
BWP
801
Bernardo Wealth Planning
Pennsylvania
$893K -$93.6K -3,255 -9%
EDRH
802
Edmond de Rothschild Holding
Switzerland
$892K -$20.2M -700,650 -96%
CL
803
Choreo LLC
Illinois
$888K -$38.8K -1,350 -4%
EWA
804
ERTS Wealth Advisors
Michigan
$887K +$726K +25,230 +452%
HAS
805
HBW Advisory Services
California
$884K +$884K +30,730 New
WS
806
Wedbush Securities
California
$883K -$745K -25,900 -46%
TC
807
TownSquare Capital
Utah
$882K -$344K -10,830 -28%
PWG
808
Private Wealth Group
Florida
$877K +$338K +11,760 +63%
3F
809
360 Financial
Minnesota
$874K +$432 +15 +0%
LBD
810
Landsberg Bennett & Dubbaneh
Florida
$869K +$869K +31,745 New
PA
811
Parallel Advisors
California
$864K -$663K -23,065 -43%
BFC
812
Bedel Financial Consulting
Indiana
$863K +$1.44K +50 +0.2%
DI
813
Disciplined Investments
Oklahoma
$862K +$41.3K +1,435 +5%
RPGK
814
Retirement Planning Group (Kansas)
Kansas
$857K -$71.1K -2,470 -8%
MCA
815
Magnolia Capital Advisors
Mississippi
$857K +$165K +5,750 +24%
HL
816
HeadInvest LLC
Maine
$855K -$8.64K -300 -1%
JAFL
817
Jay A. Fishman Ltd
Michigan
$847K -$118K -4,100 -12%
AWE
818
Avidian Wealth Enterprises
Texas
$847K +$78.4K +2,725 +10%
IAS
819
Investment Advisory Services
Texas
$844K -$466K -16,185 -36%
VWA
820
V Wealth Advisors
Kansas
$843K -$12.2K -425 -1%
AFC
821
AFT Forsyth & Company
Florida
$842K -$119K -4,150 -12%
B
822
Bridgeworth
Alabama
$834K +$556K +19,330 +200%
FNBOSM
823
First National Bank of South Miami
Florida
$832K -$78.7K -2,735 -9%
UTC
824
Unified Trust Company
Kentucky
$830K -$216K -7,515 -21%
CAL
825
Capital Advisors Ltd
Ohio
$830K +$132K +4,580 +19%
31 32
33
34 35