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

1,392 hedge funds and large institutions have $31B invested in iShares Core S&P Mid-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 502 increasing their positions, 636 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,392
Holders Change
+8
Holders Change %
+0.58%
% of All Funds
28.16%
Holding in Top 10
236
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
4.77%
New
77
Increased
502
Reduced
636
Closed
56
Calls
$37.4M
Puts
$11.9M
Net Calls
+$25.5M
Net Calls Change
+$1.79M

Top Buyers

1
AA
Acorns Advisers
California
+$200M
2
HI
Horizon Investments
North Carolina
+$52.4M
3
PI
PFS Investments
Georgia
+$50.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$44.3M
5
WAM
Wealthspire Advisors (Maryland)
Maryland
+$41M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$99.5M
2
Wells Fargo
Wells Fargo
California
-$91.2M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$84.4M
4
GSWM
Golden State Wealth Management
California
-$73.3M
5
Ameriprise
Ameriprise
Minnesota
-$66.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
901
Tufton Capital Management
Maryland
$672K -$8.14K -220 -1%
VVP
902
Venture Visionary Partners
Ohio
$671K +$111K +2,995 +20%
Kovitz Investment Group Partners
903
Kovitz Investment Group Partners
Illinois
$668K – – –
MCM
904
Maryland Capital Management
Maryland
$666K -$109K -2,930 -14%
TCOT
905
Trust Company of Toledo
Ohio
$664K -$556 -15 -0.1%
RVPG
906
Relative Value Partners Group
$664K +$9.83K +265 +2%
GCA
907
Greenwood Capital Associates
South Carolina
$662K +$191K +5,150 +41%
TCB
908
Texas Capital Bancshares
Texas
$661K -$20K -540 -3%
EIA
909
Eldridge Investment Advisors
New Hampshire
$660K -$41.2K -1,110 -6%
MA
910
Mutual Advisors
Nebraska
$657K +$5K +135 +0.8%
GP
911
Geneva Partners
Wisconsin
$649K +$76.3K +2,060 +13%
VCP
912
Vista Capital Partners
Oregon
$645K -$9.82K -265 -1%
SAM
913
S.A. Mason
Michigan
$645K – – –
CBT
914
Capital Bank & Trust
California
$643K -$61.9K -1,670 -9%
TA
915
TFG Advisers
Michigan
$643K -$3.33K -90 -0.5%
TSS
916
Two Sigma Securities
New York
$637K +$637K +17,195 New
TAM
917
Tocqueville Asset Management
New York
$629K – – –
AC
918
Abbrea Capital
California
$628K +$75K +2,025 +14%
IFWM
919
Institute for Wealth Management
Colorado
$627K -$14.5K -390 -2%
Wealth Enhancement Advisory Services
920
Wealth Enhancement Advisory Services
Minnesota
$621K -$23.2K -580 -4%
FC
921
Financial Consulate
Maryland
$617K -$18.7K -505 -3%
CAG
922
Csenge Advisory Group
Florida
$615K -$473K -12,270 -43%
SWM
923
Stockman Wealth Management
Montana
$607K – – –
HBWM
924
Hollow Brook Wealth Management
New York
$605K +$111K +2,995 +22%
GWS
925
Glassman Wealth Services
Virginia
$600K +$74.4K +2,005 +14%
35 36
37
38 39