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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 %
TIM
1076
Tortoise Investment Management
New York
$539K – – –
ANB
1077
Amarillo National Bank
Texas
$539K +$7.82K +190 +1%
GDP
1078
Great Diamond Partners
Maine
$537K +$537K +13,065 New
HPC
1079
Hobart Private Capital
North Carolina
$536K -$224K -5,445 -29%
HFA
1080
Huber Financial Advisors
Illinois
$534K +$195K +4,740 +58%
B
1081
Brightworth
Georgia
$532K +$1.44K +35 +0.3%
RG
1082
Retirement Group
California
$529K +$529K +12,860 New
HCM
1083
Howland Capital Management
Massachusetts
$524K +$524K +12,740 New
LFPWM
1084
Leicht Financial Planning & Wealth Management
New Jersey
$523K -$257K -6,250 -33%
M
1085
MOTCO
Texas
$523K +$21.8K +530 +4%
GCM
1086
Gibraltar Capital Management
Oklahoma
$522K +$1.24K +30 +0.2%
SWM
1087
Stockman Wealth Management
Montana
$521K -$26.3K -640 -5%
SQA
1088
Simon Quick Advisors
New Jersey
$520K -$62K -1,505 -11%
OCG
1089
Opus Capital Group
Ohio
$520K – – –
PAS
1090
Partnervest Advisory Services
California
$519K -$1.85K -45 -0.4%
SSWG
1091
Seven Springs Wealth Group
Tennessee
$519K +$519K +12,605 New
PFA
1092
Pathway Financial Advisors
Vermont
$518K – – –
WPC
1093
Waters Parkerson & Co
Louisiana
$517K +$141K +3,415 +37%
CWM
1094
Calamos Wealth Management
Illinois
$515K -$206 -5 -0%
Susquehanna International Group
1095
Susquehanna International Group
Pennsylvania
$514K -$5.89M -143,265 -92%
WMA
1096
Wealth Management Associates
New Jersey
$513K +$27.2K +660 +6%
PCIA
1097
Prime Capital Investment Advisors
Kansas
$512K -$16.5K -400 -3%
SCA
1098
Sage Capital Advisors
South Dakota
$512K +$4.32K +105 +0.9%
EWA
1099
Evolution Wealth Advisors
Florida
$512K +$140K +3,400 +38%
DACG
1100
Donor Advised Charitable Giving
California
$510K -$59.7K -1,450 -10%
42 43
44
45 46