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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 %
CC
251
Courier Capital
New York
$12.5M +$39.6K +1,045 +0.3%
FLPIM
252
F.L. Putnam Investment Management
Massachusetts
$12.4M +$867K +22,880 +7%
GWM
253
Geneos Wealth Management
Colorado
$12.3M +$1.45M +38,385 +13%
PWP
254
Personal Wealth Partners
Minnesota
$12.2M +$12.2M +321,285 New
JF
255
JSF Financial
California
$12.1M +$1.17M +30,960 +11%
NA
256
NewEdge Advisors
Louisiana
$12.1M -$514K -13,565 -4%
CTA
257
Colonial Trust Advisors
South Carolina
$11.9M +$1.19M +31,325 +11%
CA
258
Cambridge Advisors
Nebraska
$11.8M
CFGS
259
Concourse Financial Group Securities
Alabama
$11.8M +$1.18M +31,180 +11%
NAM
260
NTV Asset Management
West Virginia
$11.7M -$286K -7,545 -2%
PIM
261
Parker Investment Management
California
$11.7M -$3.98K -105 -0%
WF
262
WealthTrust Fairport
Ohio
$11.7M +$1.3M +34,385 +13%
GW
263
GW & Wade
Massachusetts
$11.7M +$1.96M +51,750 +20%
Principal Financial Group
264
Principal Financial Group
Iowa
$11.6M -$5.12M -135,120 -31%
B
265
Bailard
California
$11.5M -$108K -2,850 -0.9%
FWM
266
Fairhaven Wealth Management
Illinois
$11.4M +$850K +22,445 +8%
CG
267
Cynosure Group
Utah
$11.4M
MFM
268
Mirsky Financial Management
New York
$11.4M +$247K +6,525 +2%
LNC
269
Lincoln National Corp
Pennsylvania
$11.3M -$661K -17,445 -6%
WWM
270
Western Wealth Management
Colorado
$11.2M -$140K -3,700 -1%
TF
271
TimeScale Financial
Massachusetts
$11.1M +$2.42M +63,890 +28%
BOTW
272
Bank of the West
California
$11M -$223K -5,885 -2%
BWP
273
BSW Wealth Partners
Colorado
$11M +$3.45M +91,085 +46%
GC
274
Grimes & Company
Massachusetts
$10.9M -$11.2K -295 -0.1%
CAGAS
275
Capital Advisory Group Advisory Services
Minnesota
$10.9M -$238K -6,275 -2%