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

1,392 hedge funds and large institutions have $31B invested in iShares Core S&P Mid-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 502 increasing their positions, 636 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,392
Holders Change
+8
Holders Change %
+0.58%
% of All Funds
28.16%
Holding in Top 10
236
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
4.77%
New
77
Increased
502
Reduced
636
Closed
56
Calls
$37.4M
Puts
$11.9M
Net Calls
+$25.5M
Net Calls Change
+$1.79M

Top Buyers

1
AA
Acorns Advisers
California
+$200M
2
HI
Horizon Investments
North Carolina
+$52.4M
3
PI
PFS Investments
Georgia
+$50.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$44.3M
5
WAM
Wealthspire Advisors (Maryland)
Maryland
+$41M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$99.5M
2
Wells Fargo
Wells Fargo
California
-$91.2M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$84.4M
4
GSWM
Golden State Wealth Management
California
-$73.3M
5
Ameriprise
Ameriprise
Minnesota
-$66.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
1026
Choate Investment Advisors
Massachusetts
$424K – – –
ST
1027
Somerset Trust
Pennsylvania
$424K – – –
APW
1028
Austin Private Wealth
Texas
$423K -$3.89K -105 -0.9%
TNBTD
1029
Trustmark National Bank Trust Department
Mississippi
$417K -$57.7K -1,560 -12%
CAM
1030
Concorde Asset Management
Michigan
$417K +$124K +3,345 +42%
HCIA
1031
Hochman Cole Investment Advisors
Illinois
$416K -$31.5K -850 -7%
PFO
1032
Pathstone Family Office
New Jersey
$414K +$2.04K +55 +0.5%
SLG
1033
Stanley-Laman Group
Pennsylvania
$411K -$268K -7,230 -39%
MWM
1034
Merriman Wealth Management
Washington
$409K -$45.2K -1,220 -10%
ACP
1035
Aveo Capital Partners
Colorado
$406K +$406K +10,950 New
LPIC
1036
LeJeune Puetz Investment Counsel
Michigan
$404K – – –
TW
1037
Transform Wealth
Colorado
$402K -$250K -6,760 -38%
MAM
1038
Marquette Asset Management
Minnesota
$402K -$37.1K -1,000 -8%
TWM
1039
Titus Wealth Management
California
$402K +$9.65K +260 +2%
DSAM
1040
Dock Street Asset Management
Florida
$397K -$81.4K -2,195 -17%
WP
1041
WealthShield Partners
North Carolina
$397K +$9.08K +245 +2%
PS
1042
Planned Solutions
California
$396K +$396K +10,685 New
TFGT
1043
TS Financial Group (TSFG)
Illinois
$393K -$192K -5,175 -33%
WPC
1044
Waters Parkerson & Co
Louisiana
$393K -$64.5K -1,740 -14%
SS
1045
Sunbelt Securities
Texas
$391K +$20.4K +550 +6%
BFA
1046
Bragg Financial Advisors
North Carolina
$390K – – –
DSA
1047
Droms Strauss Advisors
Missouri
$389K -$125K -3,375 -24%
BO
1048
Bank OZK
Arkansas
$388K +$105K +2,830 +37%
PPP
1049
Private Portfolio Partners
New Jersey
$388K -$17.4K -470 -4%
DI
1050
DAGCO Inc
Ohio
$386K -$2.88M -77,785 -88%
40 41
42
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