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

1,384 hedge funds and large institutions have $25.3B invested in iShares Core S&P Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 492 increasing their positions, 673 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
-117
Holders Change %
-7.79%
% of All Funds
30.57%
Holding in Top 10
240
Holding in Top 10 Change
-63
Holding in Top 10 Change %
-20.79%
% of All Funds
5.3%
New
80
Increased
492
Reduced
673
Closed
178
Calls
$25.4M
Puts
$5.55M
Net Calls
+$19.9M
Net Calls Change
-$151M

Top Buyers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$250M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$109M
3
TA
Tiedemann Advisors
New York
+$86.6M
4
Morgan Stanley
Morgan Stanley
New York
+$59.3M
5
FCAS
First Command Advisory Services
Texas
+$48.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$301M
2
Bank of America
Bank of America
North Carolina
-$242M
3
HNB
Huntington National Bank
Ohio
-$196M
4
Creative Planning
Creative Planning
Kansas
-$130M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
FLI
1126
Family Legacy Inc
South Carolina
$269K +$19.7K +685 +8%
RIA
1127
Realta Investment Advisors
Delaware
$268K -$639K -22,200 -70%
AWM
1128
Apollon Wealth Management
South Carolina
$268K -$117K -4,065 -30%
BWM
1129
BCS Wealth Management
Tennessee
$268K -$7.06K -245 -3%
SAM
1130
Summit Asset Management
Tennessee
$268K – – –
LDB
1131
Lee, Danner & Bass
Tennessee
$268K +$5.32K +185 +2%
FHC
1132
First Heartland Consultants
Missouri
$267K -$34.9K -1,215 -12%
NWS
1133
Newport Wealth Strategies
California
$267K -$6.26K -200 -2%
S
1134
SignatureFD
Georgia
$266K -$242K -8,420 -48%
SWM
1135
Segment Wealth Management
Texas
$265K +$24.4K +850 +10%
DTC
1136
Davidson Trust Company
Washington
$263K – – –
SHA
1137
Seneca House Advisors
Virginia
$262K -$214K -7,445 -45%
FANJ
1138
Financial Architects (New Jersey)
New Jersey
$261K -$1.44K -50 -0.5%
BCA
1139
Bay Colony Advisors
Massachusetts
$260K +$2.3K +80 +0.9%
CYG
1140
Clean Yield Group
Vermont
$259K -$38.9K -1,350 -13%
LNWWM
1141
Laird Norton Wetherby Wealth Management
California
$257K – – –
WLPWM
1142
Walled Lake Planning & Wealth Management
Illinois
$256K -$43.3K -1,505 -14%
AIC
1143
Archer Investment Corporation
Indiana
$256K +$1.01K +35 +0.4%
SCM
1144
Southport Capital Management
Tennessee
$255K -$61.9K -2,155 -20%
EP
1145
EPIQ Partners
Minnesota
$253K +$253K +8,780 New
RCA
1146
Rowland Carmichael Advisors
Arizona
$252K -$53.6K -1,860 -18%
GWM
1147
Gray Wealth Management
Maine
$252K +$252K +8,695 New
APW
1148
Aurora Private Wealth
New Jersey
$249K +$64.6K +2,245 +35%
RWA
1149
Ropes Wealth Advisors
Massachusetts
$248K -$176K -6,125 -42%
CWM
1150
Concentric Wealth Management
California
$248K -$28.7K -1,000 -10%
44 45
46
47 48