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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
$114M
3
PI
PFS Investments
Georgia
$67M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$229M
5
WAM
Wealthspire Advisors (Maryland)
Maryland
$73.2M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$94.5M
2
Wells Fargo
Wells Fargo
California
$2.42B
3
Financial Engines Advisors
Financial Engines Advisors
California
$656M
4
GSWM
Golden State Wealth Management
California
$3.94M
5
Ameriprise
Ameriprise
Minnesota
$369M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
101
Ally Invest Advisors
North Carolina
$41.7M +$2.49M +67,300 +6%
OAM
102
Oppenheimer Asset Management
New York
$41.3M -$2.49M -67,235 -6%
WANY
103
Wealthspire Advisors (New York)
New York
$40.6M +$10.9M +293,115 +36%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$39.9M +$3.29M +88,755 +9%
DWM
105
Destination Wealth Management
California
$39.5M -$663K -17,880 -2%
CWM
106
Cahaba Wealth Management
Georgia
$38.9M +$2.06M +55,575 +6%
LFS
107
Lutz Financial Services
Nebraska
$38.9M +$166K +4,485 +0.4%
CCWA
108
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$38.9M -$1.33M -35,880 -3%
BP
109
Ballentine Partners
Massachusetts
$38.4M -$869K -23,460 -2%
TFO
110
Tarbox Family Office
California
$37.8M +$667K +18,000 +2%
AA
111
ALPS Advisors
Colorado
$37.7M -$1.83M -49,350 -5%
FLPIM
112
F.L. Putnam Investment Management
Massachusetts
$37.4M +$2.19M +58,995 +6%
HSBC Holdings
113
HSBC Holdings
United Kingdom
$37.4M -$397K -10,715 -1%
MWM
114
Modera Wealth Management
New Jersey
$36.8M -$1.79M -48,400 -5%
MIFH
115
Migdal Insurance & Financial Holdings
Israel
$36.3M +$36.3M +980,000 New
CWM
116
Connecticut Wealth Management
Connecticut
$36.3M +$4.88M +131,645 +16%
PA
117
Planning Alternatives
Michigan
$36.1M +$10.4M +281,515 +41%
FHB
118
First Hawaiian Bank
Hawaii
$35.2M -$82.3K -2,220 -0.2%
FMWA
119
Forvis Mazars Wealth Advisors
Missouri
$34.3M +$27.6M +743,480 +410%
GIM
120
Goelzer Investment Management
Indiana
$34.2M +$904K +24,380 +3%
VFA
121
Voya Financial Advisors
Connecticut
$33.9M -$31.2M -846,795 -48%
AWA
122
Alaska Wealth Advisors
Alaska
$33.7M +$1.94M +52,340 +6%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$33.5M -$8.18M -217,730 -20%
SIC
124
Sigma Investment Counselors
Michigan
$33.4M -$28M -756,070 -46%
CPO
125
Cerity Partners OCIO
New York
$33.2M -$3.03M -81,845 -8%
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