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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
+$250M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$109M
3
TA
Tiedemann Advisors
New York
+$86.6M
4
Morgan Stanley
Morgan Stanley
New York
+$59.3M
5
FCAS
First Command Advisory Services
Texas
+$48.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$301M
2
Bank of America
Bank of America
North Carolina
-$242M
3
HNB
Huntington National Bank
Ohio
-$196M
4
Creative Planning
Creative Planning
Kansas
-$130M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
201
AE Wealth Management
Kansas
$13.9M -$7.12M -247,615 -34%
BHWM
202
Bar Harbor Wealth Management
New Hampshire
$13.9M +$51.2K +1,780 +0.4%
CAI
203
Capital Advisors Inc
Oklahoma
$13.9M +$4.24M +147,365 +44%
CTA
204
Chesley Taft & Associates
Illinois
$13.5M +$349K +12,115 +3%
FCBT
205
First Citizens Bank & Trust
North Carolina
$13.5M +$2.44M +84,875 +22%
CS
206
Comerica Securities
Michigan
$13.5M +$1.03M +35,725 +8%
CA
207
Cetera Advisors
Colorado
$13.4M +$2.64M +91,615 +24%
AIC
208
Ameritas Investment Company
Nebraska
$13.4M +$10.9M +403,800 +429%
SFG
209
Sage Financial Group
Pennsylvania
$13.2M +$2.13M +74,160 +19%
SPIA
210
Steward Partners Investment Advisory
New York
$13.2M -$212K -7,375 -2%
ATC
211
Argent Trust Co
Tennessee
$13.1M +$2.01M +69,965 +18%
PP
212
Pegasus Partners
Wisconsin
$13M +$6.76M +234,830 +107%
BPA
213
Beacon Pointe Advisors
California
$12.9M +$4.01M +139,460 +45%
LP
214
LGL Partners
Pennsylvania
$12.8M -$5.27M -183,120 -29%
FNBOH
215
First National Bank of Hutchinson
Kansas
$12.8M +$167K +5,790 +1%
CI
216
Conning Inc
Connecticut
$12.7M +$2.13M +73,935 +20%
SS
217
Simplicity Solutions
Minnesota
$12.5M +$1.96M +68,255 +19%
WIP
218
Wellesley Investment Partners
Massachusetts
$12.4M -$3.85M -133,715 -24%
GT
219
Glenmede Trust
Pennsylvania
$11.8M – – –
SPP
220
Single Point Partners
Massachusetts
$11.8M -$1.63M -55,920 -12%
PAM
221
Peninsula Asset Management
Florida
$11.8M +$378K +13,145 +3%
IWC
222
Integrated Wealth Concepts
Massachusetts
$11.8M -$4.26M -148,165 -27%
FSC
223
Full Sail Capital
Oklahoma
$11.5M -$1.97M -58,880 -15%
KCM
224
Kanawha Capital Management
Virginia
$11.4M +$479K +16,635 +4%
JWA
225
JFS Wealth Advisors
Pennsylvania
$11.2M -$402K -13,960 -3%
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9
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