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iShares Core S&P Mid-Cap ETF

1,288 hedge funds and large institutions have $34.9B invested in iShares Core S&P Mid-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 574 increasing their positions, 455 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,288
Holders Change
+5
Holders Change %
+0.39%
% of All Funds
28.02%
Holding in Top 10
246
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.77%
% of All Funds
5.35%
New
70
Increased
574
Reduced
455
Closed
50
Calls
$171M
Puts
$4.41M
Net Calls
+$166M
Net Calls Change
+$2.08M
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
251
Geneos Wealth Management
Colorado
$12.5M -$112K -2,890 -0.9%
LNC
252
Lincoln National Corp
Pennsylvania
$12.4M +$777K +19,990 +7%
FWM
253
Fairhaven Wealth Management
Illinois
$12.3M +$565K +14,535 +5%
CTA
254
Colonial Trust Advisors
South Carolina
$12.3M +$68K +1,750 +0.6%
WPA
255
West Paces Advisors
Georgia
$12.2M +$1.72M +44,380 +16%
RIS
256
Retirement Income Solutions
Michigan
$12.2M +$2.67M +68,810 +28%
SFG
257
Sage Financial Group
Pennsylvania
$12.1M +$5.57M +143,460 +85%
DCM
258
DeGreen Capital Management
Arizona
$12M -$2.19M -56,485 -15%
NAM
259
NTV Asset Management
West Virginia
$11.9M -$171K -4,395 -1%
CA
260
Cambridge Advisors
Nebraska
$11.8M -$291K -7,500 -2%
RC
261
Randolph Company
Ohio
$11.8M +$11.8M +303,565 New
MFM
262
Mirsky Financial Management
New York
$11.8M +$73.4K +1,890 +0.6%
PIM
263
Parker Investment Management
California
$11.8M -$256K -6,590 -2%
B
264
Bailard
California
$11.8M -$36.1K -930 -0.3%
WWM
265
Western Wealth Management
Colorado
$11.7M +$234K +6,030 +2%
CG
266
Cynosure Group
Utah
$11.7M
AWM
267
Avondale Wealth Management
Texas
$11.5M +$433K +11,140 +4%
PJSIMP
268
P.J. Schmidt Investment Management (PJS)
Wisconsin
$11.4M +$932K +23,980 +9%
BWP
269
BSW Wealth Partners
Colorado
$11.4M +$115K +2,960 +1%
Susquehanna International Group
270
Susquehanna International Group
Pennsylvania
$11.2M -$6.45M -166,130 -37%
IF
271
Ironwood Financial
Arizona
$11.2M +$196K +5,055 +2%
CAGAS
272
Capital Advisory Group Advisory Services
Minnesota
$11.2M +$57.3K +1,475 +0.5%
Principal Financial Group
273
Principal Financial Group
Iowa
$11.2M -$680K -17,500 -6%
PFP
274
Pinnacle Financial Partners
Tennessee
$11M -$55.9K -1,440 -0.5%
LA
275
Lynch & Associates
Indiana
$11M -$155K -3,985 -1%