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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 %
VCM
1401
Verde Capital Management
Michigan
– -$4.98M -120,930 Closed
Millennium Management
1402
Millennium Management
New York
– -$4.68M -113,610 Closed
ECM
1403
ETrade Capital Management
Virginia
– -$4.36M -105,815 Closed
LC
1404
Lubar & Co
Wisconsin
– -$4.07M -98,950 Closed
WP
1405
WealthPLAN Partners
Nebraska
– -$3.96M -94,745 Closed
PWAP
1406
Private Wealth Advisors (Pennsylvania)
Pennsylvania
– -$3.58M -87,265 Closed
NCP
1407
NexWave Capital Partners
New York
– -$2.85M -69,235 Closed
LF
1408
Lantz Financial
Illinois
– -$2.76M -67,080 Closed
SW
1409
SteelPeak Wealth
California
– -$2.6M -63,090 Closed
BC
1410
Burleson & Co
California
– -$2.56M -61,530 Closed
BIM
1411
Bridgecreek Investment Management
Oklahoma
– -$2.4M -58,275 Closed
LFA
1412
Legacy Financial Advisors
Kentucky
– -$2.01M -48,725 Closed
MCIA
1413
Mountain Capital Investment Advisors
Colorado
– -$1.96M -47,785 Closed
MWM
1414
MinichMacGregor Wealth Management
New York
– -$1.92M -46,595 Closed
LWA
1415
Lineweaver Wealth Advisors
Ohio
– -$1.9M -46,275 Closed
CC
1416
Claybrook Capital
Massachusetts
– -$1.87M -45,000 Closed
LHC
1417
Little House Capital
Massachusetts
– -$1.83M -44,470 Closed
BL
1418
BFSG LLC
California
– -$1.78M -43,280 Closed
IWP
1419
Icon Wealth Partners
Texas
– -$1.65M -40,160 Closed
SCA
1420
STALEY CAPITAL ADVISERS
Pennsylvania
– -$1.5M -36,405 Closed
TCB
1421
Texas Capital Bancshares
Texas
– -$1.47M -35,715 Closed
TI
1422
Truepoint Inc
Ohio
– -$1.3M -31,565 Closed
TF
1423
Trek Financial
Arizona
– -$1.24M -30,110 Closed
CA
1424
Commerzbank Aktiengesellschaft
Germany
– -$1.19M -28,990 Closed
NS
1425
NewDay Solutions
New Hampshire
– -$1.16M -28,080 Closed
55 56
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