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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 $25.3B invested in iShares Core S&P Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 492 increasing their positions, 673 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
-117
Holders Change %
-7.79%
% of All Funds
30.57%
Holding in Top 10
240
Holding in Top 10 Change
-63
Holding in Top 10 Change %
-20.79%
% of All Funds
5.3%
New
80
Increased
492
Reduced
673
Closed
178
Calls
$25.4M
Puts
$5.55M
Net Calls
+$19.9M
Net Calls Change
-$151M

Top Buyers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$324M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.32B
3
TA
Tiedemann Advisors
New York
$97.2M
4
Morgan Stanley
Morgan Stanley
New York
$879M
5
FCAS
First Command Advisory Services
Texas
$333M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$2.35B
2
Bank of America
Bank of America
North Carolina
$1.79B
3
HNB
Huntington National Bank
Ohio
$105M
4
Creative Planning
Creative Planning
Kansas
$160M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$469M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
1526
Wealth Architects
California
– -$214K -5,205 Closed
SMG
1527
Smart Money Group
Texas
– -$214K -5,195 Closed
CPSAC
1528
Chas P. Smith & Associates (CPS)
Florida
– -$212K -5,140 Closed
CA
1529
Cornerstone Advisory
Maryland
– -$211K -5,125 Closed
Wealthfront Advisers
1530
Wealthfront Advisers
California
– -$211K -5,115 Closed
NHC
1531
Nicholas Hoffman & Company
Georgia
– -$210K -5,100 Closed
WCWM
1532
Willow Creek Wealth Management
California
– -$210K -5,100 Closed
AA
1533
Aufman Associates
Pennsylvania
– -$210K -5,100 Closed
MM
1534
Meridian Management
Arkansas
– -$210K -5,100 Closed
LFA
1535
Landmark Financial Advisors
Kentucky
– -$212K -5,085 Closed
VBFG
1536
Vishria Bird Financial Group
Tennessee
– -$209K -5,070 Closed
VR
1537
Viridian RIA
Washington
– -$204K -4,950 Closed
SBIA
1538
Sheaff Brock Investment Advisors
Indiana
– -$203K -4,920 Closed
AAA
1539
Adams Asset Advisors
Texas
– -$201K -4,900 Closed
LCM
1540
Liberty Capital Management
Michigan
– -$201K -4,880 Closed
NB
1541
Nicolet Bankshares
Wisconsin
– -$200K -4,870 Closed
CPIA
1542
Cornell Pochily Investment Advisors
New York
– -$501K -4,870 Closed
IFWM
1543
Institute for Wealth Management
Colorado
– -$189K -4,585 Closed
DC
1544
DeDora Capital
California
– -$101K -2,465 Closed
VCM
1545
Vigilant Capital Management
Maine
– -$82K -2,000 Closed
TCWM
1546
Total Clarity Wealth Management
Illinois
– -$73K -1,780 Closed
CL
1547
Cabana LLC
Arkansas
– -$67K -1,625 Closed
PCA
1548
Peddock Capital Advisors
Massachusetts
– -$57K -1,385 Closed
GG
1549
Gleason Group
Kentucky
– -$53K -1,295 Closed
TI
1550
tru Independence
Oregon
– -$35K -1,225 Closed
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