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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 %
FI
126
FormulaFolio Investments
Michigan
$36.9M -$38.3M -929,330 -51%
CIA
127
Capital Investment Advisors
Georgia
$36.5M -$1.05M -25,460 -3%
FHB
128
First Hawaiian Bank
Hawaii
$36M +$1.03M +24,950 +3%
1832 Asset Management
129
1832 Asset Management
Ontario, Canada
$35.7M -$28.7M -693,000 -45%
Rafferty Asset Management
130
Rafferty Asset Management
New York
$35.6M +$35.6K +865 +0.1%
BFA
131
Beaumont Financial Advisors
Massachusetts
$35.3M +$562K +13,660 +2%
FHA
132
First Horizon Advisors
Tennessee
$35.1M -$471K -11,430 -1%
MFG
133
Magnus Financial Group
New York
$34.7M +$4.13M +100,395 +14%
DT
134
Diversified Trust
Tennessee
$34.1M -$360K -8,735 -1%
AF
135
Affiance Financial
Minnesota
$33.9M +$497K +12,070 +1%
BSB
136
Bangor Savings Bank
Maine
$33.8M +$1.12M +27,105 +3%
SPC
137
Sigma Planning Corp
Michigan
$33.6M +$877K +21,295 +3%
TC
138
Telemus Capital
Michigan
$33.6M -$747K -18,140 -2%
SWP
139
Stratos Wealth Partners
Ohio
$33.5M +$366K +8,880 +1%
SOMRS
140
State of Michigan Retirement System
Michigan
$32.6M -$391K -9,500 -1%
WI
141
Wintrust Investments
Illinois
$32.5M -$51K -1,240 -0.2%
IAA
142
Independent Advisor Alliance
North Carolina
$32.4M +$30.3M +735,580 +1,436%
GIM
143
Goelzer Investment Management
Indiana
$32.1M +$1.05M +25,415 +3%
JFA
144
JNBA Financial Advisors
Minnesota
$31.8M -$726K -17,645 -2%
LRIA
145
Leonard Rickey Investment Advisors
Washington
$31.3M +$1.16M +28,280 +4%
HFS
146
HBC Financial Services
Washington
$30.7M +$30.7M +749,935 New
AIA
147
Ally Invest Advisors
North Carolina
$30.6M +$4.5M +109,255 +17%
Fiera Capital (Canada)
148
Fiera Capital (Canada)
Quebec, Canada
$30.6M +$87.1K +2,115 +0.3%
AWM
149
AE Wealth Management
Kansas
$30.1M +$15.4M +374,035 +105%
EDRH
150
Edmond de Rothschild Holding
Switzerland
$30.1M -$1.15M -27,970 -4%
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