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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 %
CLOS
1251
Compagnie Lombard Odier SCmA
Switzerland
$106K – – –
FRA
1252
Front Row Advisors
California
$103K +$15.8K +480 +18%
CQS
1253
Credential Qtrade Securities
$101K +$37.4K +1,300 +58%
AC
1254
AlphaCore Capital
California
$100K -$211K -7,360 -68%
JCM
1255
Jacobi Capital Management
Pennsylvania
$99K -$2.89K -100 -3%
IA
1256
Independence Advisors
Pennsylvania
$94K +$25.1K +875 +36%
AW
1257
Avion Wealth
Texas
$93K +$93K +3,215 New
CI
1258
Cordant Inc
Oregon
$92K -$2.74K -95 -3%
APWM
1259
Atlas Private Wealth Management
New York
$88K – – –
MHR
1260
Matthew Hamilton Rosenberg
$87K +$87K +3,000 New
AssetMark Inc
1261
AssetMark Inc
California
$86K -$56.9K -1,970 -40%
VCP
1262
Verus Capital Partners
Arizona
$84K -$715K -24,775 -89%
GI
1263
Gradient Investments
Minnesota
$84K -$18.9K -660 -18%
EWA
1264
Evolution Wealth Advisors
Florida
$82K -$276K -9,580 -77%
CI
1265
CX Institutional
Indiana
$81K +$79.3K +2,765 +4,608%
JWM
1266
Janiczek Wealth Management
Colorado
$80K -$17.8K -620 -18%
MCM
1267
MV Capital Management
Maryland
$79K -$1.05M -36,525 -93%
PWMG
1268
Prestige Wealth Management Group
New Jersey
$77K – – –
TCM
1269
TD Capital Management
Tennessee
$77K +$1.86K +65 +2%
Barclays
1270
Barclays
United Kingdom
$76K – – –
CAN
1271
Claraphi Advisory Network
United States
$76K +$76K +2,625 New
SL
1272
Savior LLC
Massachusetts
$70K -$139K -4,850 -66%
RWG
1273
Regal Wealth Group
California
$70K -$21.9K -755 -24%
ATC
1274
Adirondack Trust Company
New York
$68K +$5.05K +175 +8%
SC
1275
Steph & Co
Wisconsin
$65K +$4.33K +150 +7%
49 50
51
52 53