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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 %
XF
851
XML Financial
Maryland
$1.19M +$1.19M +28,915 New
CIAS
852
Capital Investment Advisory Services
North Carolina
$1.19M +$78K +1,895 +7%
RG
853
Rathbones Group
United Kingdom
$1.18M +$2.88K +70 +0.2%
DI
854
Disciplined Investments
Oklahoma
$1.17M +$1.17M +28,510 New
CGFA
855
Colton Groome Financial Advisors
North Carolina
$1.17M -$88.3K -2,145 -7%
P
856
&Partners
Tennessee
$1.16M +$153K +3,715 +15%
NS
857
NewDay Solutions
New Hampshire
$1.16M -$262K -6,360 -18%
SHWM
858
Smith & Howard Wealth Management
Georgia
$1.15M +$762K +18,510 +195%
HF
859
HRT Financial
New York
$1.15M +$430K +10,440 +60%
CPSC
860
Carl P. Sherr & Co
Massachusetts
$1.15M +$1.15M +27,930 New
VWA
861
V Wealth Advisors
Kansas
$1.15M – – –
BCM
862
BTC Capital Management
Iowa
$1.15M – – –
FHA
863
Flagship Harbor Advisors
Massachusetts
$1.15M +$2.68K +65 +0.2%
SC
864
Savant Capital
Illinois
$1.14M +$429K +10,430 +60%
VCP
865
Verus Capital Partners
Arizona
$1.14M +$1.14M +27,685 New
CHA
866
Carmichael Hill & Associates
Maryland
$1.14M +$65.5K +1,590 +6%
TAM
867
Tocqueville Asset Management
New York
$1.13M – – –
DSC
868
Duncker Streett & Co
Missouri
$1.13M -$151K -3,665 -12%
Lido Advisors
869
Lido Advisors
California
$1.13M +$143K +3,480 +15%
ST
870
Somerset Trust
Pennsylvania
$1.12M -$33.3K -810 -3%
DY
871
Dowling & Yahnke
California
$1.12M +$4.94K +120 +0.4%
JWS
872
Juncture Wealth Strategies
Arizona
$1.12M -$10.5K -255 -0.9%
PWM
873
PRW Wealth Management
Massachusetts
$1.1M -$103K -2,500 -9%
SAM
874
Seelaus Asset Management
New Jersey
$1.1M +$86.4K +2,100 +8%
TNB
875
Thomasville National Bank
Georgia
$1.1M +$1.24K +30 +0.1%
33 34
35
36 37