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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 %
CL
976
CIM LLC
New York
$735K – – –
MWM
977
Mission Wealth Management
California
$729K -$194K -4,715 -21%
S
978
SignatureFD
Georgia
$727K +$291K +7,080 +67%
TP
979
Tranquility Partners
Tennessee
$725K -$1.85K -45 -0.3%
Treasurer of the State of North Carolina
980
Treasurer of the State of North Carolina
North Carolina
$724K +$76.2K +1,850 +12%
TPW
981
TL Private Wealth
Texas
$721K +$721K +17,505 New
IWP
982
IAG Wealth Partners
Wisconsin
$719K +$719K +17,465 New
PWM
983
Paulson Wealth Management
Illinois
$712K -$102K -2,430 -12%
WCM
984
Wealthcare Capital Management
Virginia
$710K -$37.5K -910 -5%
NF
985
Nikulski Financial
Iowa
$709K +$49.1K +1,200 +7%
FG
986
Fiduciary Group
Georgia
$705K +$161K +3,925 +30%
PCS
987
Personal CFO Solutions
New Jersey
$703K +$82.9K +2,015 +13%
BTW
988
Boston Trust Walden
Massachusetts
$700K – – –
WCWM
989
Wooster Corthell Wealth Management
Connecticut
$699K – – –
SFG
990
Sather Financial Group
Texas
$699K +$699K +17,000 New
SWM
991
SeaCrest Wealth Management
New York
$694K -$617 -15 -0.1%
CCA
992
Cobblestone Capital Advisors
New York
$694K – – –
VWM
993
Venturi Wealth Management
Texas
$693K -$81.1K -1,970 -10%
TCM
994
Tufton Capital Management
Maryland
$693K +$30.8K +750 +5%
SAM
995
S.A. Mason
Michigan
$693K +$693K +16,840 New
PWP
996
Principle Wealth Partners
Connecticut
$684K – – –
OAM
997
Oak Asset Management
California
$684K +$1.03K +25 +0.2%
TIA
998
Tiemann Investment Advisors
California
$683K +$20.8K +505 +3%
SHA
999
Seneca House Advisors
Virginia
$682K -$105K -2,550 -13%
BAM
1000
Belpointe Asset Management
Nevada
$679K +$425K +10,315 +167%
38 39
40
41 42