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iShares Core S&P Mid-Cap ETF

1,283 hedge funds and large institutions have $33.5B invested in iShares Core S&P Mid-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 570 increasing their positions, 464 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,283
Holders Change
+19
Holders Change %
+1.5%
% of All Funds
27.81%
Holding in Top 10
253
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.2%
% of All Funds
5.48%
New
100
Increased
570
Reduced
464
Closed
64
Calls
$168M
Puts
$3.9M
Net Calls
+$164M
Net Calls Change
+$153M
Name Holding Trade Value Shares
Change
Shares
Change %
AIC
226
Ameritas Investment Company
Nebraska
$14.4M +$14.4M +378,935 New
IWC
227
Integrated Wealth Concepts
Massachusetts
$14.2M +$1.19M +31,345 +9%
MIAN
228
Mariner Independent Advisor Network
Kansas
$14.1M -$424K -11,115 -3%
SB
229
Simmons Bank
Arkansas
$14.1M -$479K -12,650 -3%
SPIA
230
Steward Partners Investment Advisory
New York
$14.1M +$578K +15,250 +4%
RCAG
231
Rehmann Capital Advisory Group
Michigan
$14M +$13.7M +361,085 +4,148%
WAG
232
Winthrop Advisory Group
Massachusetts
$14M -$1.97M -51,565 -12%
DCM
233
DeGreen Capital Management
Arizona
$13.8M +$3.52M +93,055 +34%
VC
234
Vestor Capital
Illinois
$13.8M +$574K +15,155 +4%
DADC
235
D.A. Davidson & Co
Montana
$13.8M -$271K -7,920 -2%
TF
236
Tompkins Financial
New York
$13.8M +$317K +8,370 +2%
LSERS
237
Louisiana State Employees Retirement System
Louisiana
$13.7M +$1.31M +34,500 +11%
KCM
238
Kanawha Capital Management
Virginia
$13.7M +$109K +2,875 +0.8%
SHCM
239
Stokes & Hubbell Capital Management
Louisiana
$13.7M +$80.3K +2,120 +0.6%
CC
240
Cedar Capital
Illinois
$13.6M -$1.6M -42,285 -11%
LIM
241
Leavell Investment Management
Alabama
$13.6M +$638K +16,845 +5%
SFG
242
StrategIQ Financial Group
Indiana
$13.5M -$372K -9,830 -3%
BFM
243
Boston Financial Management
Massachusetts
$13.3M -$3.79M -100,160 -22%
HCA
244
Horan Capital Advisors
Ohio
$13.2M -$1.71M -45,170 -11%
I
245
IberiaBank
Louisiana
$13.2M -$5.59M -147,465 -30%
HSA
246
HBK Sorce Advisory
Pennsylvania
$13.2M +$96K +2,535 +0.7%
COPPSERS
247
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$13.1M +$3.09M +81,550 +31%
RWM
248
Ritholtz Wealth Management
New York
$13.1M +$13.1M +345,245 New
AI
249
Atria Investments
North Carolina
$12.9M +$3.63M +95,895 +39%
MBT
250
Montecito Bank & Trust
California
$12.6M -$82.8K -2,185 -0.7%