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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 $30B invested in iShares Core S&P Mid-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 475 increasing their positions, 650 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
–
Holders Change %
0%
% of All Funds
28.45%
Holding in Top 10
236
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.67%
% of All Funds
4.85%
New
106
Increased
475
Reduced
650
Closed
93
Calls
$37.8M
Puts
$14.1M
Net Calls
+$23.7M
Net Calls Change
+$3.81M

Top Buyers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$413M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$205M
3
Charles Schwab
Charles Schwab
California
+$86.8M
4
GSWM
Golden State Wealth Management
California
+$57.4M
5
HI
Horizon Investments
North Carolina
+$57.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$497M
2
Osaic Holdings
Osaic Holdings
Arizona
-$266M
3
Bank of America
Bank of America
North Carolina
-$106M
4
HNB
Huntington National Bank
Ohio
-$105M
5
MRC
Millburn Ridgefield Corp
New York
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1426
Mattern Wealth Management
Kansas
– -$621K -21,580 Closed
BAM
1427
Beaumont Asset Management
Texas
– -$618K -21,510 Closed
SHIM
1428
Stone House Investment Management
Pennsylvania
– -$617K -21,450 Closed
SAM
1429
Secure Asset Management
Michigan
– -$610K -21,190 Closed
Fisher Asset Management
1430
Fisher Asset Management
Washington
– -$508K -17,660 Closed
QWM
1431
QP Wealth Management
New Jersey
– -$490K -16,080 Closed
AL
1432
Aspiriant LLC
California
– -$403K -14,030 Closed
B
1433
Brightworth
Georgia
– -$372K -12,920 Closed
GCM
1434
Gibraltar Capital Management
Oklahoma
– -$361K -12,530 Closed
ACP
1435
Aveo Capital Partners
Colorado
– -$354K -12,310 Closed
CWM
1436
Circle Wealth Management
New Jersey
– -$346K -12,035 Closed
PFA
1437
Pathway Financial Advisors
Vermont
– -$318K -11,925 Closed
RMC
1438
Regis Management Company
California
– -$326K -11,335 Closed
TSS
1439
Two Sigma Securities
New York
– -$311K -10,795 Closed
BCM
1440
Breiter Capital Management
Florida
– -$305K -10,615 Closed
Capital Fund Management (CFM)
1441
Capital Fund Management (CFM)
France
– -$298K -10,340 Closed
JFGLC
1442
Johnson Financial Group LLC (Colorado)
Colorado
– -$289K -10,035 Closed
LJAC
1443
L.J. Altfest & Co
New York
– -$275K -9,565 Closed
ZCA
1444
Zeke Capital Advisors
Pennsylvania
– -$274K -9,540 Closed
PCM
1445
Penn Capital Management
Pennsylvania
– -$271K -9,405 Closed
SWM
1446
Segment Wealth Management
Texas
– -$265K -9,225 Closed
NWS
1447
Newport Wealth Strategies
California
– -$267K -8,525 Closed
FEG
1448
Fund Evaluation Group
Ohio
– -$243K -8,455 Closed
SWAG
1449
Spectrum Wealth Advisory Group
California
– -$241K -8,355 Closed
EWM
1450
Empirical Wealth Management
Washington
– -$238K -8,260 Closed
56 57
58
59 60