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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 %
CYG
1151
Clean Yield Group
Vermont
$426K +$55.6K +1,350 +15%
CGL
1152
Clarius Group LLC
Washington
$425K – – –
MWM
1153
Maltin Wealth Management
New Jersey
$425K +$425K +10,335 New
KP
1154
Keel Point
Alabama
$424K +$1.44K +35 +0.3%
TB
1155
Terril Brothers
Missouri
$422K – – –
MW
1156
Marcum Wealth
Ohio
$422K +$422K +10,240 New
BSAM
1157
Blue Sky Asset Management
Colorado
$422K +$422K +10,245 New
TFGT
1158
TS Financial Group (TSFG)
Illinois
$419K +$26.1K +635 +7%
TTWM
1159
TCV Trust & Wealth Management
Virginia
$416K – – –
CCT
1160
Capital City Trust
Florida
$415K +$415K +10,075 New
JLBC
1161
J.L. Bainbridge & Co
Florida
$415K +$415K +10,085 New
BFA
1162
Bluestem Financial Advisors
Illinois
$414K +$414K +10,050 New
DCM
1163
Dimension Capital Management
Florida
$413K – – –
WC
1164
Whitnell & Co
Illinois
$412K – – –
FI
1165
Financial Insights
Washington
$409K +$2.88K +70 +0.7%
BAM
1166
Barrett Asset Management
New York
$408K – – –
BB
1167
Bell Bank
North Dakota
$405K +$405K +9,830 New
PG
1168
Proffitt & Goodson
Tennessee
$404K – – –
CA
1169
CapWealth Advisors
Tennessee
$402K – – –
BWP
1170
Baldwin Wealth Partners
Massachusetts
$400K +$8.23K +200 +2%
B
1171
Bridgeworth
Alabama
$398K -$34.2K -830 -8%
UR
1172
USCA RIA
Texas
$398K +$54.5K +1,325 +16%
CWM
1173
Concentric Wealth Management
California
$397K -$2.68K -65 -0.7%
BWM
1174
BCS Wealth Management
Tennessee
$393K +$393K +9,550 New
ZCA
1175
Zeke Capital Advisors
Pennsylvania
$391K -$23K -560 -6%
45 46
47
48 49