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iShares Core S&P Mid-Cap ETF

1,384 hedge funds and large institutions have $25.3B invested in iShares Core S&P Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 492 increasing their positions, 673 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
-117
Holders Change %
-7.79%
% of All Funds
30.57%
Holding in Top 10
240
Holding in Top 10 Change
-63
Holding in Top 10 Change %
-20.79%
% of All Funds
5.3%
New
80
Increased
492
Reduced
673
Closed
178
Calls
$25.4M
Puts
$5.55M
Net Calls
+$19.9M
Net Calls Change
-$151M
Name Holding Trade Value Shares
Change
Shares
Change %
HSWM
251
Hubbell Strickland Wealth Management
Louisiana
$9.14M -$283K -9,850 -3%
CA
252
Cambridge Advisors
Nebraska
$9.07M +$374K +13,000 +4%
RCAG
253
Rehmann Capital Advisory Group
Michigan
$9.04M +$9.04M +314,340 New
WS
254
Wela Strategies
Georgia
$8.94M +$607K +21,105 +7%
HCA
255
Horan Capital Advisors
Ohio
$8.86M -$530K -18,425 -6%
KTC
256
Kistler-Tiffany Companies
Pennsylvania
$8.84M +$53.3K +1,295 +0.6%
RWP
257
RWA Wealth Partners
Massachusetts
$8.77M -$3.62M -125,755 -29%
FI
258
FormulaFolio Investments
Michigan
$8.77M -$17M -591,765 -66%
AF
259
Arrow Financial
New York
$8.75M +$150K +5,225 +2%
BFM
260
Boston Financial Management
Massachusetts
$8.68M -$757K -26,320 -8%
1SB
261
1ST Source Bank
Indiana
$8.59M +$1.97M +68,395 +30%
WPA
262
West Paces Advisors
Georgia
$8.46M -$1.92M -66,890 -19%
IA
263
IFP Advisors
Florida
$8.46M -$984K -33,680 -10%
CIM
264
CIM Investment Management
Pennsylvania
$8.38M +$45.2K +1,570 +0.5%
RIS
265
Retirement Income Solutions
Michigan
$8.31M -$6.33M -220,080 -43%
TCBWMS
266
Texas Capital Bank Wealth Management Services
Texas
$8.28M -$2.25M -78,220 -21%
NAM
267
NTV Asset Management
West Virginia
$8.25M -$802K -27,875 -9%
MCG
268
MACRO Consulting Group
New Jersey
$8.24M +$1.42M +43,995 +21%
SIC
269
Shoker Investment Counsel
Ohio
$8.17M +$3.25M +112,980 +66%
PFP
270
Pinnacle Financial Partners
Tennessee
$8.15M -$175K -6,080 -2%
ZB
271
Zions Bancorporation
Utah
$8.14M +$2.16M +75,130 +36%
JFGIW
272
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.12M -$3.08M -106,895 -27%
HFA
273
High Falls Advisors
New York
$8.1M -$4.74M -164,715 -37%
CAAS
274
Capital Asset Advisory Services
Michigan
$8.05M +$1.92M +62,075 +31%
PA
275
Paracle Advisors
Washington
$8.02M +$8.02M +278,785 New