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

1,384 hedge funds and large institutions have $25.3B invested in iShares Core S&P Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 492 increasing their positions, 673 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
-117
Holders Change %
-7.79%
% of All Funds
30.57%
Holding in Top 10
240
Holding in Top 10 Change
-63
Holding in Top 10 Change %
-20.79%
% of All Funds
5.3%
New
80
Increased
492
Reduced
673
Closed
178
Calls
$25.4M
Puts
$5.55M
Net Calls
+$19.9M
Net Calls Change
-$151M

Top Buyers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$324M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.32B
3
TA
Tiedemann Advisors
New York
$97.2M
4
Morgan Stanley
Morgan Stanley
New York
$879M
5
FCAS
First Command Advisory Services
Texas
$333M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$2.35B
2
Bank of America
Bank of America
North Carolina
$1.79B
3
HNB
Huntington National Bank
Ohio
$105M
4
Creative Planning
Creative Planning
Kansas
$160M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$469M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSA
76
Mason Street Advisors
Wisconsin
$43.9M +$28.8M +1,002,175 +191%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$43.4M -$6.64M -230,875 -13%
NAM
78
NorthCoast Asset Management
Connecticut
$43.1M +$14M +486,745 +48%
MCM
79
MAI Capital Management
Ohio
$40.7M -$3.44M -119,455 -8%
SW
80
SVB Wealth
Massachusetts
$40.5M -$11.9M -412,725 -23%
DWA
81
Divergent Wealth Advisors
Utah
$40.4M +$22.8M +792,150 +129%
VC
82
Vicus Capital
Pennsylvania
$39.9M +$3.17M +110,100 +9%
WT
83
Whittier Trust
California
$39.7M +$3.56M +123,730 +10%
FT
84
Fiduciary Trust
Massachusetts
$39.4M +$1.68M +58,480 +4%
MML Investors Services
85
MML Investors Services
Massachusetts
$39.1M -$6.35M -220,740 -14%
HighTower Advisors
86
HighTower Advisors
Illinois
$38.7M -$25.1M -873,515 -39%
FAAS
87
First Allied Advisory Services
California
$38.5M -$2.67M -92,905 -6%
WANY
88
Wealthspire Advisors (New York)
New York
$38.1M +$34.7M +1,204,480 +1,013%
GHA
89
GW Henssler & Associates
Georgia
$38M +$199K +6,925 +0.5%
BPB
90
Badgley, Phelps & Bell
Washington
$37.2M +$1.6M +55,680 +5%
MAM
91
Madison Asset Management
Wisconsin
$37.1M -$25.5M -885,970 -41%
CCFCSB
92
Cape Cod Five Cents Savings Bank
Massachusetts
$36.4M +$817K +28,385 +2%
Prudential Financial
93
Prudential Financial
New Jersey
$36M +$17.2M +598,610 +92%
OAM
94
Oppenheimer Asset Management
New York
$35.2M -$675K -23,445 -2%
Ensign Peak Advisors
95
Ensign Peak Advisors
Utah
$34.6M +$6.91M +240,110 +25%
BP
96
Ballentine Partners
Massachusetts
$34.6M +$375K +13,045 +1%
CAW
97
Cornerstone Advisors (Washington)
Washington
$34.2M +$32.6M +1,134,645 +2,096%
Mariner
98
Mariner
Kansas
$33M +$2.72M +93,955 +9%
LRIA
99
Leonard Rickey Investment Advisors
Washington
$32.9M +$11.1M +384,955 +51%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$32.7M -$1.18M -43,550 -3%
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4
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