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iShares Core S&P Mid-Cap ETF

1,299 hedge funds and large institutions have $34.8B invested in iShares Core S&P Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 539 increasing their positions, 470 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,299
Holders Change
+11
Holders Change %
+0.85%
% of All Funds
28.53%
Holding in Top 10
247
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.41%
% of All Funds
5.42%
New
77
Increased
539
Reduced
470
Closed
56
Calls
$242M
Puts
$20.5M
Net Calls
+$222M
Net Calls Change
+$55.4M
Name Holding Trade Value Shares
Change
Shares
Change %
KCM
226
Kanawha Capital Management
Virginia
$14.4M +$278K +7,200 +2%
CPA
227
Capital Planning Advisors
California
$14.3M -$4.64M -120,085 -24%
CI
228
Conning Inc
Connecticut
$14.3M -$2.36M -61,025 -14%
SB
229
Simmons Bank
Arkansas
$14.3M -$84.2K -2,180 -0.6%
CA
230
Cetera Advisors
Colorado
$14.2M +$332K +8,580 +2%
TF
231
TimeScale Financial
Massachusetts
$14.2M +$1.42M +36,690 +11%
JF
232
JSF Financial
California
$14.1M +$1.07M +27,725 +8%
TF
233
Tompkins Financial
New York
$13.9M -$196K -5,070 -1%
FSC
234
Full Sail Capital
Oklahoma
$13.9M +$639K +16,070 +5%
LNC
235
Lincoln National Corp
Pennsylvania
$13.9M +$1.54M +39,770 +12%
AWM
236
AE Wealth Management
Kansas
$13.8M +$4.14M +107,055 +43%
LIM
237
Leavell Investment Management
Alabama
$13.8M -$91K -2,355 -0.7%
WAG
238
Winthrop Advisory Group
Massachusetts
$13.8M +$17.4K +450 +0.1%
AIC
239
Ameritas Investment Company
Nebraska
$13.5M +$11.3M +287,290 +513%
HCA
240
Horan Capital Advisors
Ohio
$13.5M +$208K +5,385 +2%
SFG
241
Sage Financial Group
Pennsylvania
$13.3M +$1.24M +32,055 +10%
GW
242
GW & Wade
Massachusetts
$13.3M +$577K +14,930 +5%
PWP
243
Personal Wealth Partners
Minnesota
$13.2M +$565K +14,615 +4%
SFG
244
StrategIQ Financial Group
Indiana
$13.1M +$85.8K +2,220 +0.7%
RWM
245
RKL Wealth Management
Pennsylvania
$13.1M +$431K +11,160 +3%
NA
246
NewEdge Advisors
Louisiana
$13M +$589K +15,235 +5%
HSWM
247
Hubbell Strickland Wealth Management
Louisiana
$12.9M +$12.9M +333,685 New
WPA
248
West Paces Advisors
Georgia
$12.9M +$673K +17,415 +6%
GWM
249
Geneos Wealth Management
Colorado
$12.7M +$406K +10,595 +3%
CC
250
Courier Capital
New York
$12.6M +$43.5K +1,155 +0.3%