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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 %
BFM
251
Boston Financial Management
Massachusetts
$12.6M -$32.1K -830 -0.3%
FWM
252
Fairhaven Wealth Management
Illinois
$12.6M +$335K +8,670 +3%
IWC
253
Integrated Wealth Concepts
Massachusetts
$12.3M -$3.06M -79,250 -20%
COPPSERS
254
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$12.2M +$12.2M +316,795 New
RIS
255
Retirement Income Solutions
Michigan
$12.2M +$69.8K +1,805 +0.6%
NAM
256
NTV Asset Management
West Virginia
$12.1M +$324K +8,375 +3%
I
257
IberiaBank
Louisiana
$12.1M -$774K -20,040 -6%
MBT
258
Montecito Bank & Trust
California
$11.9M -$847K -21,920 -7%
NFG
259
Nations Financial Group
Iowa
$11.9M +$1.39M +35,680 +13%
SS
260
Simplicity Solutions
Minnesota
$11.8M +$4.12M +106,535 +54%
MFM
261
Mirsky Financial Management
New York
$11.8M +$84.8K +2,195 +0.7%
CTA
262
Colonial Trust Advisors
South Carolina
$11.7M -$529K -13,700 -4%
CG
263
Cynosure Group
Utah
$11.6M
CA
264
Cambridge Advisors
Nebraska
$11.6M -$186K -4,800 -2%
PIM
265
Parker Investment Management
California
$11.5M -$149K -3,850 -1%
DCM
266
Dupont Capital Management
Delaware
$11.4M +$4.64M +120,195 +68%
BWP
267
BSW Wealth Partners
Colorado
$11.4M +$60.7K +1,570 +0.5%
B
268
Bailard
California
$11.3M -$351K -9,075 -3%
AF
269
Arrow Financial
New York
$11.2M +$527K +13,625 +5%
WWM
270
Western Wealth Management
Colorado
$11.2M -$506K -13,100 -4%
PFP
271
Pinnacle Financial Partners
Tennessee
$11.2M +$229K +5,935 +2%
HSA
272
HBK Sorce Advisory
Pennsylvania
$11.1M -$1.28M -33,050 -10%
IF
273
Ironwood Financial
Arizona
$11.1M -$33K -855 -0.3%
NA
274
Neuburgh Advisers
California
$11.1M +$460K +11,900 +4%
PJSIMP
275
P.J. Schmidt Investment Management (PJS)
Wisconsin
$11.1M -$297K -7,695 -3%