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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 %
PGAM
1501
Princeton Global Asset Management
New Jersey
$748 +$172 +4,170 +30%
LS
1502
Leelyn Smith
Illinois
$85 +$85 +2,055 New
SHWM
1503
Silicon Hills Wealth Management
Texas
$35 +$35 +10 New
M&T Bank
1504
M&T Bank
New York
– -$66.3M -1,716,085 Closed
UBS AM
1505
UBS AM
Illinois
– -$55.4M -1,432,500 Closed
FTIOP
1506
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$20.3M -526,040 Closed
MPW
1507
MA Private Wealth
California
– -$5.45M -141,135 Closed
Squarepoint
1508
Squarepoint
New York
– -$5.02M -129,825 Closed
GSWM
1509
Golden State Wealth Management
California
– -$3.91M -101,270 Closed
UF
1510
Univest Financial
Pennsylvania
– -$2.63M -68,165 Closed
EW
1511
Evoke Wealth
California
– -$2.02M -52,325 Closed
SHIM
1512
Stone House Investment Management
Pennsylvania
– -$1.61M -41,555 Closed
Axa
1513
Axa
France
– -$1.55M -39,975 Closed
SWM
1514
Sequoia Wealth Management
Illinois
– -$1.53M -39,610 Closed
Citadel Advisors
1515
Citadel Advisors
Florida
– -$1.45M -37,565 Closed
GM
1516
GeoWealth Management
Illinois
– -$1.41M -36,370 Closed
STA
1517
Summit Trail Advisors
New York
– -$1.15M -29,790 Closed
SBA
1518
Secrest Blakey & Associates
North Carolina
– -$869K -22,490 Closed
Capital Fund Management (CFM)
1519
Capital Fund Management (CFM)
France
– -$595K -15,395 Closed
MC
1520
Martin & Co
Tennessee
– -$523K -13,525 Closed
KBC Group
1521
KBC Group
Belgium
– -$425K -11,000 Closed
WT
1522
Washington Trust
Rhode Island
– -$413K -10,580 Closed
G
1523
Gainplan
Michigan
– -$314K -8,135 Closed
WA
1524
Winfield Associates
Ohio
– -$310K -8,015 Closed
Fisher Asset Management
1525
Fisher Asset Management
Washington
– -$309K -7,985 Closed
59 60
61
62 63