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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 %
KPW
1451
Kore Private Wealth
New York
$30K +$30K +730 New
LWM
1452
Lionsbridge Wealth Management
Florida
$29K +$29K +725 New
WB
1453
West Bancorporation
Iowa
$27K +$27K +645 New
LPWM
1454
Lake Point Wealth Management
Texas
$26K +$26K +630 New
First Manhattan
1455
First Manhattan
New York
$25K +$9.2K +230 +58%
SIS
1456
Sound Income Strategies
Florida
$24K – – –
RFM
1457
Royal Fund Management
Florida
$24K – – –
ADL
1458
Asset Dedication LLC
California
$23K -$1.04K -25 -4%
LFG
1459
Larson Financial Group
Missouri
$22K +$6.71K +160 +44%
LGWM
1460
Litman Gregory Wealth Management
California
$21K – – –
CWP
1461
CFM Wealth Partners
Texas
$21K +$21K +500 New
CCMW
1462
Cypress Capital Management (Wyoming)
Wyoming
$19K – – –
RE
1463
RBC Europe
United Kingdom
$18.7K – – –
BBA
1464
Braun-Bostich & Associates
Pennsylvania
$17K +$17K +410 New
MSFP
1465
Mark Sheptoff Financial Planning
Connecticut
$16K – – –
TCM
1466
Tradewinds Capital Management
Washington
$15K – – –
FCMT
1467
Founders Capital Management (Texas)
Texas
$15K +$208 +5 +1%
ACM
1468
Anfield Capital Management
California
$15K +$15K +360 New
FWM
1469
Filbrandt Wealth Management
Wisconsin
$15K +$15K +365 New
AP
1470
Atwood & Palmer
Missouri
$14K – – –
SCA
1471
Stonebridge Capital Advisors
Minnesota
$14K – – –
WFMPM
1472
Woodley Farra Manion Portfolio Management
Indiana
$12K +$12K +285 New
HWA
1473
HCR Wealth Advisors
California
$12K +$12K +300 New
CHAM
1474
Clear Harbor Asset Management
Connecticut
$10.7K +$10.7K +260 New
FWM
1475
FSA Wealth Management
Massachusetts
$10K +$10K +250 New
57 58
59
60 61