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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
$1.84B
3
Charles Schwab
Charles Schwab
California
$86.8M
4
GSWM
Golden State Wealth Management
California
$60.4M
5
HI
Horizon Investments
North Carolina
$59.1M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$2.41B
2
Osaic Holdings
Osaic Holdings
Arizona
$116M
3
Bank of America
Bank of America
North Carolina
$2.11B
4
HNB
Huntington National Bank
Ohio
$99.5M
5
MRC
Millburn Ridgefield Corp
New York
$258M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
126
Alaska Wealth Advisors
Alaska
$30.5M +$1.82M +51,295 +6%
FHA
127
First Horizon Advisors
Tennessee
$30.4M -$1.41M -39,765 -4%
BSB
128
Bangor Savings Bank
Maine
$30.3M -$369K -10,370 -1%
CWM
129
Connecticut Wealth Management
Connecticut
$30.2M +$3.87M +108,795 +15%
SS
130
Simplicity Solutions
Minnesota
$29.5M +$14.1M +397,805 +92%
DWA
131
Divergent Wealth Advisors
Utah
$29.5M -$20.5M -577,250 -41%
HFS
132
HBC Financial Services
Washington
$29.1M +$1.61M +44,000 +6%
JFA
133
JNBA Financial Advisors
Minnesota
$29.1M -$170K -4,770 -0.6%
CAM
134
Chandler Asset Management
California
$28.9M +$5.4M +151,950 +23%
CAL
135
Capital Analysts LLC
Pennsylvania
$28.9M -$3.03M -85,335 -10%
WANY
136
Wealthspire Advisors (New York)
New York
$28.6M -$18.5M -520,085 -39%
DT
137
Diversified Trust
Tennessee
$28M -$1.39M -39,225 -5%
SOMRS
138
State of Michigan Retirement System
Michigan
$27.9M -$273K -7,690 -1%
Lazard Asset Management
139
Lazard Asset Management
New York
$27.9M -$2.41M -67,895 -8%
FMII
140
Farmers & Merchants Investments Inc
Nebraska
$27.8M +$2.27M +63,890 +9%
SWP
141
Stratos Wealth Partners
Ohio
$27.7M -$997K -28,045 -3%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$27.5M – – –
HW
143
Hancock Whitney
Mississippi
$27.1M -$1.54M -43,200 -5%
Citigroup
144
Citigroup
New York
$26.7M +$2.31M +64,970 +9%
AWC
145
Abundance Wealth Counselors
Pennsylvania
$26.5M +$80.7K +2,270 +0.3%
SPC
146
Sigma Planning Corp
Michigan
$26.3M +$278K +7,820 +1%
CIA
147
Capital Investment Advisors
Georgia
$26.1M -$621K -17,470 -2%
MA
148
MCF Advisors
Kentucky
$25.9M -$1.64M -46,105 -6%
PSUF
149
People's United Financial
Connecticut
$25.8M +$2.8M +78,830 +12%
TF
150
TimeScale Financial
Massachusetts
$25.7M -$203K -5,720 -0.8%
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