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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 %
BWAM
1001
Boyd Watterson Asset Management
Ohio
$677K +$4.73K +115 +0.7%
PG
1002
Prostatis Group
Maryland
$677K +$677K +16,440 New
DP
1003
Dearborn Partners
Illinois
$674K +$5.97K +145 +0.9%
TNBTD
1004
Trustmark National Bank Trust Department
Mississippi
$670K -$3.09K -75 -0.5%
PWMAG
1005
Pinnacle Wealth Management Advisory Group
New Jersey
$670K +$35K +850 +6%
SC
1006
Schoolcraft Capital
Colorado
$670K +$670K +16,270 New
TA
1007
TFG Advisers
Michigan
$669K +$51K +1,240 +8%
APP
1008
Avantax Planning Partners
Iowa
$667K -$6.79K -165 -1%
TW
1009
TrinityPoint Wealth
Connecticut
$666K – – –
DSA
1010
Droms Strauss Advisors
Missouri
$664K +$82.7K +2,010 +14%
TFS
1011
Thoroughbred Financial Services
Tennessee
$658K +$82.5K +2,005 +14%
AFP
1012
Ausdal Financial Partners
Iowa
$656K -$19.6K -480 -3%
MCM
1013
Mitchell Capital Management
Kansas
$654K -$18.5K -450 -3%
FNC
1014
First National Corp
Massachusetts
$652K +$5.56K +135 +0.9%
CMP
1015
Courage Miller Partners
Virginia
$648K +$5.56K +135 +0.9%
FCFS
1016
First Command Financial Services
Texas
$646K +$109K +2,655 +20%
FCB
1017
First Command Bank
Texas
$646K +$109K +2,655 +20%
AWM
1018
Altavista Wealth Management
North Carolina
$643K +$122K +2,960 +23%
WIA
1019
World Investment Advisors
California
$642K +$407K +9,875 +173%
GJIC
1020
Gamble Jones Investment Counsel
California
$641K -$66.5K -1,615 -9%
TSWM
1021
Triangle Securities Wealth Management
North Carolina
$641K +$20.8K +505 +3%
LWANC
1022
Laurel Wealth Advisors (North Carolina)
North Carolina
$639K -$32.9K -800 -5%
CIA
1023
Choate Investment Advisors
Massachusetts
$638K – – –
SC
1024
Scotia Capital
Ontario, Canada
$637K +$88.4K +2,145 +16%
DC
1025
Derby & Company
Massachusetts
$637K +$637K +15,470 New
39 40
41
42 43