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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 %
SIM
1276
Sonora Investment Management
Arizona
$107K -$32.8K -890 -23%
APWM
1277
Atlas Private Wealth Management
New York
$106K -$7.39K -200 -7%
GI
1278
Gradient Investments
Minnesota
$104K – – –
HFA
1279
Hoover Financial Advisors
Pennsylvania
$100K -$122K -3,285 -55%
SL
1280
Savior LLC
Massachusetts
$100K +$9.59K +260 +11%
PWMG
1281
Prestige Wealth Management Group
New Jersey
$94K -$5.77K -155 -6%
RWG
1282
Regal Wealth Group
California
$90K +$370 +10 +0.4%
ATC
1283
Adirondack Trust Company
New York
$90K +$2.42K +65 +3%
SA
1284
SRH Advisors
Kansas
$89K +$89K +2,410 New
BDWM
1285
Brewin Dolphin Wealth Management
Ireland
$86.7K – – –
FA
1286
Financial Advantage
Maryland
$82K – – –
MWP
1287
Meridian Wealth Partners
Pennsylvania
$82K – – –
HDIM
1288
Hanson & Doremus Investment Management
Vermont
$80K – – –
BA
1289
Ballast Advisors
Minnesota
$79K -$6.65K -180 -8%
PFWA
1290
Paces Ferry Wealth Advisors
Georgia
$79K +$79K +2,135 New
JHCP
1291
Jackson Hole Capital Partners
Oklahoma
$77K +$20.7K +560 +37%
IA
1292
Independence Advisors
Pennsylvania
$75K -$40.1K -1,085 -35%
PFS
1293
Prospera Financial Services
Texas
$74K -$781K -20,940 -91%
BCM
1294
Bourgeon Capital Management
Connecticut
$74K +$74K +2,000 New
CMBA
1295
C.M. Bidwell & Associates
Hawaii
$73K +$185 +5 +0.3%
SC
1296
Steph & Co
Wisconsin
$72K – – –
HWM
1297
Holloway Wealth Management
Florida
$72K -$69K – –
NCM
1298
New Capital Management
Texas
$71K – – –
MRCM
1299
M&R Capital Management
New Jersey
$69K – – –
KC
1300
Knuff & Co
California
$69K +$69K +1,865 New
50 51
52
53 54