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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
$338M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$855M
3
FIM
Freedom Investment Management
Connecticut
$103M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.73B
5
Bank of New York Mellon
Bank of New York Mellon
New York
$1.59B

Top Sellers

1
HNB
Huntington National Bank
Ohio
$196M
2
Wells Fargo
Wells Fargo
California
$3.79B
3
M&T Bank
M&T Bank
New York
$0
4
UBS AM
UBS AM
Illinois
$0
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCFCSB
101
Cape Cod Five Cents Savings Bank
Massachusetts
$50.9M +$418K +10,150 +0.8%
LFS
102
Lutz Financial Services
Nebraska
$50M +$1.64M +39,855 +3%
BP
103
Ballentine Partners
Massachusetts
$48.9M -$752K -18,260 -2%
MWM
104
Modera Wealth Management
New Jersey
$46.1M -$1.14M -27,710 -2%
AWM
105
Altium Wealth Management
New York
$45.8M +$3.75M +90,985 +9%
CCWA
106
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$44.8M +$2.35M +57,090 +6%
AA
107
ALPS Advisors
Colorado
$44.3M -$1.11M -26,875 -2%
HSBC Holdings
108
HSBC Holdings
United Kingdom
$43.7M -$59.7K -1,450 -0.1%
CWM
109
Connecticut Wealth Management
Connecticut
$43.5M +$2.34M +56,945 +6%
Mariner
110
Mariner
Kansas
$43.1M +$5.51M +133,775 +15%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$42.7M +$39.9M +970,025 +1,448%
HW
112
Hancock Whitney
Mississippi
$42.1M -$959K -23,290 -2%
EWM
113
Evermay Wealth Management
Virginia
$41.8M +$214K +5,195 +0.5%
LFAS
114
Level Four Advisory Services
Texas
$41.7M +$7.81M +31,290 +23%
NAM
115
NorthCoast Asset Management
Connecticut
$41.7M +$1.87M +45,240 +5%
CFG
116
Citizens Financial Group
Rhode Island
$41.2M +$1.15M +27,835 +3%
CIBC Private Wealth Group
117
CIBC Private Wealth Group
Georgia
$40.2M -$447K -10,855 -1%
DWM
118
Destination Wealth Management
California
$40.1M -$137K -3,320 -0.3%
Ensign Peak Advisors
119
Ensign Peak Advisors
Utah
$39.6M +$39.6M +963,040 New
CAL
120
Capital Analysts LLC
Pennsylvania
$39.3M +$660K +16,045 +2%
AQR Capital Management
121
AQR Capital Management
Connecticut
$39.2M -$464K -11,275 -1%
Citigroup
122
Citigroup
New York
$39.1M -$37.5M -911,725 -49%
CFG
123
CKW Financial Group
Hawaii
$38.7M -$410K -9,970 -1%
CWM
124
Cahaba Wealth Management
Georgia
$37.2M +$1.91M +46,520 +5%
Lazard Asset Management
125
Lazard Asset Management
New York
$37M -$426K -10,360 -1%
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5
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