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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 %
SFG
826
SevenBridge Financial Group
Pennsylvania
$828K +$404K +14,050 +95%
XF
827
XML Financial
Maryland
$827K -$4.6K -160 -0.6%
BCM
828
BTC Capital Management
Iowa
$825K +$23.4K +815 +3%
EAM
829
Evanson Asset Management
California
$823K -$70.9K -2,465 -8%
MCCP
830
Mission Creek Capital Partners
California
$820K +$53.4K +1,855 +7%
FHA
831
Flagship Harbor Advisors
Massachusetts
$815K +$14.5K +505 +2%
BJL
832
Brighton Jones LLC
Washington
$804K -$1.88M -65,420 -70%
FC
833
Financial Consulate
Maryland
$802K -$856K -29,765 -52%
BUB
834
BBVA USA Bancshares
Texas
$802K -$103K -3,595 -11%
CPSC
835
Carl P. Sherr & Co
Massachusetts
$795K -$8.78K -305 -1%
BW
836
Bison Wealth
Georgia
$794K -$244K -8,485 -24%
HR
837
Hayden Royal
North Carolina
$792K +$63K +2,190 +9%
BC
838
Bartlett & Co
Ohio
$778K +$778K +27,025 New
BCWM
839
Bartlett & Co Wealth Management
Ohio
$778K -$84.3K -2,930 -10%
VOYA Investment Management
840
VOYA Investment Management
Georgia
$772K -$817K -28,425 -51%
ACM
841
Ategra Capital Management
Virginia
$772K +$185K +6,445 +32%
DSC
842
Duncker Streett & Co
Missouri
$769K -$21.6K -750 -3%
FA
843
Fortis Advisors
Pennsylvania
$768K -$79.5K -2,765 -9%
TAM
844
Tradition Asset Management
Virginia
$767K -$2.16K -75 -0.3%
PCS
845
Personal CFO Solutions
New Jersey
$760K +$268K +9,335 +55%
GLR
846
Great Lakes Retirement
Ohio
$759K +$50K +1,740 +7%
AWA
847
ARQ Wealth Advisors
Arizona
$758K +$758K +26,335 New
IWS
848
Insight Wealth Strategies
California
$751K +$5.9K +205 +0.8%
PFA
849
Pinnacle Family Advisors
Missouri
$739K -$581K -19,985 -44%
WI
850
WrapManager Inc
California
$737K -$697K -24,225 -49%
32 33
34
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