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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 %
Wealth Enhancement Advisory Services
926
Wealth Enhancement Advisory Services
Minnesota
$900K +$279K +6,785 +45%
DE
927
Day & Ennis
Georgia
$897K -$86.9K -2,110 -9%
CG
928
Corundum Group
Colorado
$896K – – –
B
929
Bellecapital
Switzerland
$896K – – –
AF
930
Apexium Financial
Texas
$895K +$895K +21,750 New
TCOO
931
Trust Company of Oklahoma
Oklahoma
$893K +$511K +12,425 +134%
RFN
932
RDA Financial Network
Iowa
$893K +$8.59K +210 +1%
WGCA
933
Wolf Group Capital Advisors
Virginia
$890K +$4.12K +100 +0.5%
AP
934
Appleton Partners
Massachusetts
$888K +$13.6K +330 +2%
CI
935
Cigna Investments
Connecticut
$886K -$112K -2,800 -11%
CL
936
CPWM LLC
Washington
$886K +$5.97K +145 +0.7%
EBT
937
Enterprise Bank & Trust
Massachusetts
$873K – – –
BRWM
938
B. Riley Wealth Management
Tennessee
$869K -$20.6K -500 -2%
LSPW
939
Lake Street Private Wealth
Illinois
$869K +$17.9K +435 +2%
CAM
940
Concorde Asset Management
Michigan
$867K -$394K -9,580 -31%
QAM
941
QCI Asset Management
New York
$861K -$15.9K -385 -2%
LWCFA
942
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$853K -$18.9K -460 -2%
EP
943
Eudaimonia Partners
Tennessee
$851K +$851K +20,680 New
FCFC
944
First Commonwealth Financial Corp
Pennsylvania
$847K +$38.1K +925 +5%
PCTC
945
Perkins Coie Trust Company
Washington
$843K – – –
MIM
946
Marco Investment Management
Georgia
$842K – – –
MWP
947
MYCIO Wealth Partners
Pennsylvania
$840K +$6.8K +165 +0.8%
ACM
948
Ategra Capital Management
Virginia
$839K -$44.3K -1,075 -5%
MLL
949
Moody Lynn & Lieberson
Massachusetts
$834K +$212K +5,140 +34%
PPP
950
Private Portfolio Partners
New Jersey
$833K -$35.4K -860 -4%
36 37
38
39 40