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

1,299 hedge funds and large institutions have $34.8B invested in iShares Core S&P Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 539 increasing their positions, 470 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,299
Holders Change
+11
Holders Change %
+0.85%
% of All Funds
28.53%
Holding in Top 10
247
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.41%
% of All Funds
5.42%
New
77
Increased
539
Reduced
470
Closed
56
Calls
$242M
Puts
$20.5M
Net Calls
+$222M
Net Calls Change
+$55.4M

Top Buyers

1
FCAS
First Command Advisory Services
Texas
$380M
2
Wells Fargo
Wells Fargo
California
$3.72B
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.54B
4
SW
SVB Wealth
Massachusetts
$67.4M
5
BlackRock
BlackRock
New York
$1.05B

Top Sellers

1
HNB
Huntington National Bank
Ohio
$211M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.59M
3
LPL Financial
LPL Financial
California
$1.02B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$593M
5
Morgan Stanley
Morgan Stanley
New York
$1.09B
Name Holding Trade Value Shares
Change 		Shares
Change %
DIP
76
DT Investment Partners
Pennsylvania
$66.4M -$45.2K -1,170 -0.1%
M&T Bank
77
M&T Bank
New York
$66.3M -$656K -16,965 -1%
SIC
78
Sigma Investment Counselors
Michigan
$63.5M +$2.05M +53,105 +3%
AFG
79
Arkansas Financial Group
Arkansas
$60.1M +$1.43M +36,915 +2%
1832 Asset Management
80
1832 Asset Management
Ontario, Canada
$59.8M +$16M +415,500 +36%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$59.5M -$15.3M -396,400 -20%
LWA
82
Lenox Wealth Advisors
New York
$57.5M +$384K +9,935 +0.7%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$57.3M -$1.33M -34,360 -2%
MCM
84
MAI Capital Management
Ohio
$57M +$3.24M +83,760 +6%
UBS AM
85
UBS AM
Illinois
$55.4M +$3.72M +96,350 +7%
SWM
86
SigFig Wealth Management
California
$54.8M +$6.66M +172,345 +14%
FAAS
87
First Allied Advisory Services
California
$54.3M +$116K +2,995 +0.2%
PFM
88
Phillips Financial Management
Indiana
$52.1M +$1.42M +36,755 +3%
GHA
89
GW Henssler & Associates
Georgia
$50.8M -$507K -13,120 -1%
VFA
90
Voya Financial Advisors
Connecticut
$50.5M +$1.83M +47,685 +4%
CPO
91
Cerity Partners OCIO
New York
$50.4M +$119K +3,090 +0.2%
MIH
92
Madison Investment Holdings
Wisconsin
$50M -$3.27M -84,490 -6%
FWM
93
FFT Wealth Management
Pennsylvania
$49.5M -$164K -4,245 -0.3%
TFO
94
Tarbox Family Office
California
$48.8M +$2.11M +54,675 +5%
VC
95
Vicus Capital
Pennsylvania
$48.6M -$2.3M -59,470 -5%
FT
96
Fiduciary Trust
Massachusetts
$48.1M +$1.71M +44,340 +4%
OAM
97
Oppenheimer Asset Management
New York
$48M -$474K -12,275 -1%
CCFCSB
98
Cape Cod Five Cents Savings Bank
Massachusetts
$47.4M +$631K +16,320 +1%
KA
99
Klingman & Associates
New York
$46.7M +$2.48M +64,105 +6%
BP
100
Ballentine Partners
Massachusetts
$46.7M +$240K +6,215 +0.5%
2 3
4
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