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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 %
RBFC
1276
Roman Butler Fullerton & Co
Missouri
$282K +$282K +6,850 New
LWM
1277
Lyell Wealth Management
California
$282K +$282K +6,850 New
HFS
1278
Haverford Financial Services
Pennsylvania
$281K – – –
T. Rowe Price Associates
1279
T. Rowe Price Associates
Maryland
$279K – – –
PD
1280
Planning Directions
Pennsylvania
$278K -$25.9K -630 -9%
BCA
1281
Bray Capital Advisors
Florida
$276K +$35.6K +865 +15%
GCA
1282
Gradient Capital Advisors
California
$275K -$20.8K -505 -7%
HWA
1283
HHM Wealth Advisors
Tennessee
$273K -$13K -315 -5%
SIM
1284
Sonora Investment Management
Arizona
$273K +$110K +2,665 +67%
FAT
1285
First American Trust
California
$271K – – –
FFA
1286
First Foundation Advisors
California
$271K +$271K +6,585 New
PWP
1287
Private Wealth Partners
California
$269K – – –
AWM
1288
Affinity Wealth Management
Delaware
$267K – – –
RW
1289
REDW Wealth
New Mexico
$266K – – –
RI
1290
Ridgewood Investments
New Jersey
$266K – – –
MTC
1291
McDaniel Terry & Co
Texas
$266K +$16K +390 +6%
SCM
1292
Schnieders Capital Management
California
$266K +$46.7K +1,135 +21%
EA
1293
Elm Advisors
California
$264K -$48.3K -1,175 -15%
APW
1294
Aurora Private Wealth
New Jersey
$264K +$264K +6,415 New
EWP
1295
Engrave Wealth Partners
Texas
$263K +$263K +6,390 New
GLA
1296
Great Lakes Advisors
Illinois
$260K -$34.8K -845 -12%
IWA
1297
Intercontinental Wealth Advisors
Texas
$260K – – –
PAMG
1298
Patton Albertson Miller Group
Tennessee
$258K -$108K -2,630 -30%
MFW
1299
Mosaic Family Wealth
Missouri
$256K -$52.9K -1,285 -17%
GBBWRPM
1300
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$254K -$121K -2,945 -32%
50 51
52
53 54