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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 %
SBWM
1051
Sunflower Bank Wealth Management
Arizona
$566K -$9.26K -225 -2%
DWM
1052
Doyle Wealth Management
Florida
$566K +$2.26K +55 +0.4%
MCM
1053
McRae Capital Management
New Jersey
$565K +$31.1K +755 +6%
DBT
1054
Dubuque Bank & Trust
Iowa
$563K -$231K -5,600 -29%
MCM
1055
Maryland Capital Management
Maryland
$563K +$10.3K +250 +2%
NFC
1056
Northeast Financial Consultants
Connecticut
$562K +$206 +5 +0%
OIA
1057
Optimum Investment Advisors
Illinois
$562K +$823 +20 +0.1%
PP
1058
Patten & Patten
Tennessee
$559K +$247K +6,010 +79%
FWSM
1059
First Wilshire Securities Management
California
$556K -$82.4K -2,000 -13%
HWM
1060
Howard Wealth Management
Connecticut
$556K +$556K +13,510 New
ACI
1061
Alpha Cubed Investments
California
$554K +$2.26K +55 +0.4%
DW
1062
Domani Wealth
Pennsylvania
$553K +$9.06K +220 +2%
BAM
1063
Berkshire Asset Management
Pennsylvania
$553K +$51.6K +1,255 +10%
AWM
1064
Apollon Wealth Management
South Carolina
$552K -$8.88K -215 -2%
CANC
1065
Culbertson A N & Co
Virginia
$551K +$7.2K +175 +1%
AIA
1066
Armor Investment Advisors
North Carolina
$550K – – –
CBU
1067
CIBC Bank USA
Illinois
$549K -$4.74K -115 -0.9%
HBWM
1068
Hollow Brook Wealth Management
New York
$549K – – –
AF
1069
Alerus Financial
North Dakota
$547K – – –
GCA
1070
Greenwood Capital Associates
South Carolina
$545K – – –
CMO
1071
Covenant Multifamily Offices
Texas
$545K +$14K +340 +3%
PCM
1072
Pointe Capital Management
Michigan
$543K +$60.1K +1,460 +12%
WSTAM
1073
Wilbanks Smith & Thomas Asset Management
Virginia
$541K +$35.8K +870 +7%
TW
1074
Transform Wealth
Colorado
$541K +$541K +13,130 New
HIM
1075
Hanlon Investment Management
New Jersey
$540K +$285K +6,920 +112%
41 42
43
44 45