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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 %
KLCM
901
KG&L Capital Management
Louisiana
$974K +$8.43K +205 +0.9%
PIMG
902
Patriot Investment Management Group
Tennessee
$970K – – –
PWA
903
Peterson Wealth Advisors
Utah
$970K +$7.62K +185 +0.8%
RC
904
RegentAtlantic Capital
New Jersey
$969K -$17.7K -430 -2%
VVP
905
Venture Visionary Partners
Ohio
$969K +$969K +23,555 New
ATPW
906
Ashton Thomas Private Wealth
Arizona
$967K +$967K +23,495 New
IC
907
Intersect Capital
California
$967K +$33.1K +805 +4%
BFS
908
Bradley Foster & Sargent
Connecticut
$961K +$412 +10 +0%
HT
909
Heritage Trust
Oklahoma
$957K +$54.1K +1,315 +6%
VCA
910
Verdence Capital Advisors
Maryland
$956K +$39.1K +950 +4%
PFS
911
Prospera Financial Services
Texas
$950K -$62.4K -1,515 -6%
BA
912
Ballew Advisors
Mississippi
$948K +$17.9K +435 +2%
CSPIA
913
Cary Street Partners Investment Advisory
Virginia
$948K +$948K +23,040 New
CONA
914
Capital One National Association
New York
$947K +$947K +23,010 New
VCP
915
Vista Capital Partners
Oregon
$943K -$20.8K -505 -2%
OFG
916
Oxford Financial Group
Indiana
$937K +$4.32K +105 +0.5%
WJWM
917
Williams Jones Wealth Management
New York
$933K -$19.8K -480 -2%
MFT
918
Moisand Fitzgerald Tamayo
Florida
$929K -$32.9K -800 -3%
AWM
919
Argent Wealth Management
Massachusetts
$925K +$925K +22,475 New
SFSIG
920
San Francisco Sentry Investment Group
California
$917K -$29K -705 -3%
CCA
921
Clearwater Capital Advisors
Illinois
$916K -$152K -3,700 -14%
FMC
922
First Merchants Corp
Indiana
$910K +$30.9K +750 +4%
Kayne Anderson Rudnick Investment Management
923
Kayne Anderson Rudnick Investment Management
California
$908K +$399K +9,695 +78%
CI
924
Cambiar Investors
Colorado
$905K +$905K +21,995 New
IIM
925
Ipswich Investment Management
Massachusetts
$902K +$42.2K +1,025 +5%
35 36
37
38 39