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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 %
HIS
1201
Harvest Investment Services
Illinois
$239K – – –
ClearBridge Investments
1202
ClearBridge Investments
New York
$236K +$41.2K +1,115 +21%
NP
1203
NorthRock Partners
Minnesota
$234K +$234K +6,325 New
IWA
1204
Intercontinental Wealth Advisors
Texas
$232K – – –
AIC
1205
Archer Investment Corporation
Indiana
$231K -$9.82K -265 -4%
PIA
1206
Perennial Investment Advisors
California
$230K -$7.37K -200 -3%
GDP
1207
Great Diamond Partners
Maine
$230K – – –
SWM
1208
Sugarloaf Wealth Management
Georgia
$228K -$6.68K -180 -3%
CWC
1209
Carolinas Wealth Consulting
North Carolina
$228K +$742 +20 +0.3%
JAWM
1210
J. Arnold Wealth Management
Ohio
$227K -$296K -7,990 -57%
EWP
1211
Engrave Wealth Partners
Texas
$225K -$10.3K -265 -4%
KC
1212
Kingfisher Capital
North Carolina
$225K +$225K +6,060 New
MWM
1213
McNaughton Wealth Management
California
$223K -$21.3K -575 -9%
Toronto Dominion Bank
1214
Toronto Dominion Bank
Ontario, Canada
$223K – – –
CPC
1215
Congress Park Capital
New York
$223K +$223K +6,010 New
RW
1216
REDW Wealth
New Mexico
$222K – – –
DWM
1217
Doyle Wealth Management
Florida
$221K +$370 +10 +0.2%
PFG
1218
PAX Financial Group
Texas
$219K -$8.89K -240 -4%
APW
1219
Aurora Private Wealth
New Jersey
$219K -$2.41K -65 -1%
JC
1220
Jentner Corp
Ohio
$219K – – –
SCM
1221
Schnieders Capital Management
California
$219K – – –
KFP
1222
KMG Fiduciary Partners
Ohio
$219K +$742 +20 +0.3%
OBGC
1223
O'Brien Greene & Co
Pennsylvania
$219K +$8.51K +230 +4%
AWM
1224
Aberdeen Wealth Management
Illinois
$215K +$215K +5,810 New
NWP
1225
Northstar Wealth Partners
Connecticut
$214K -$107K -2,895 -33%
47 48
49
50 51