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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
$338M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$855M
3
FIM
Freedom Investment Management
Connecticut
$103M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.73B
5
Bank of New York Mellon
Bank of New York Mellon
New York
$1.59B

Top Sellers

1
HNB
Huntington National Bank
Ohio
$196M
2
Wells Fargo
Wells Fargo
California
$3.79B
3
M&T Bank
M&T Bank
New York
$0
4
UBS AM
UBS AM
Illinois
$0
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
76
Ladenburg Thalmann Financial Services
Florida
$65.2M +$5.41M +157,850 +9%
MML Investors Services
77
MML Investors Services
Massachusetts
$65M -$8.62M -209,380 -12%
AFG
78
Arkansas Financial Group
Arkansas
$64.5M +$391K +9,495 +0.6%
MCM
79
MAI Capital Management
Ohio
$63.2M +$2.47M +60,100 +4%
GBA
80
Global Beta Advisors
Pennsylvania
$60.7M -$25.9M -628,845 -30%
FWM
81
FFT Wealth Management
Pennsylvania
$59.7M +$6.91M +167,925 +13%
LWA
82
Lenox Wealth Advisors
New York
$59.6M -$1.67M -40,515 -3%
FAAS
83
First Allied Advisory Services
California
$58.8M +$1.08M +26,195 +2%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$58.2M -$5.15M -125,070 -8%
PFM
85
Phillips Financial Management
Indiana
$56.4M +$877K +21,295 +2%
VFA
86
Voya Financial Advisors
Connecticut
$55.8M +$1.67M +40,720 +3%
AWA
87
Alaska Wealth Advisors
Alaska
$54.5M -$44.5M -1,080,110 -45%
GHA
88
GW Henssler & Associates
Georgia
$54.2M +$56.6K +1,375 +0.1%
FT
89
Fiduciary Trust
Massachusetts
$54M +$2.7M +65,525 +5%
KA
90
Klingman & Associates
New York
$53.3M +$3.57M +86,765 +7%
VC
91
Vicus Capital
Pennsylvania
$52.6M +$782K +19,000 +2%
CPO
92
Cerity Partners OCIO
New York
$52.3M -$1.14M -27,795 -2%
US Bancorp
93
US Bancorp
Minnesota
$52.2M +$6.38M +154,970 +14%
WT
94
Whittier Trust
California
$51.7M +$5.44M +132,065 +12%
WAM
95
Wealthspire Advisors (Maryland)
Maryland
$51.6M +$2.71M +65,770 +6%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$51.6M +$11.2M +270,905 +28%
TFO
97
Tarbox Family Office
California
$51.5M -$454K -11,020 -0.9%
OAM
98
Oppenheimer Asset Management
New York
$51.3M +$231K +5,600 +0.5%
Bessemer Group
99
Bessemer Group
New Jersey
$51M +$1.35M +32,685 +3%
BPB
100
Badgley, Phelps & Bell
Washington
$50.9M +$1.33M +32,255 +3%
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