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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 %
LA
276
Lynch & Associates
Indiana
$10.8M +$428K +11,295 +4%
AWM
277
Avondale Wealth Management
Texas
$10.8M -$2.84K -75 -0%
PFP
278
Pinnacle Financial Partners
Tennessee
$10.8M +$312K +8,230 +3%
IF
279
Ironwood Financial
Arizona
$10.7M +$256K +6,760 +2%
BBNA
280
Bremer Bank National Association
Minnesota
$10.7M +$10.7M +272,600 New
NC
281
NewSquare Capital
Pennsylvania
$10.7M -$571K -15,080 -5%
PP
282
Pegasus Partners
Wisconsin
$10.7M -$2.43M -64,220 -18%
RWM
283
RKL Wealth Management
Pennsylvania
$10.6M +$1.64M +43,375 +18%
JIC
284
Johnson Investment Counsel
Ohio
$10.5M +$327K +8,630 +3%
GRP
285
Global Retirement Partners
California
$10.4M -$25.2K -665 -0.2%
FMWA
286
Forvis Mazars Wealth Advisors
Missouri
$10.3M -$198K -5,215 -2%
WPA
287
West Paces Advisors
Georgia
$10.3M +$1.79M +47,355 +21%
MSA
288
Marino Stram & Associates
Massachusetts
$10.3M +$111K +2,920 +1%
PJSIMP
289
P.J. Schmidt Investment Management (PJS)
Wisconsin
$10.2M +$531K +14,015 +5%
NA
290
Neuburgh Advisers
California
$10.2M +$618K +16,320 +6%
RCM
291
Requisite Capital Management
Texas
$10.2M +$250K +6,595 +3%
Millennium Management
292
Millennium Management
New York
$10.1M +$3.03M +79,955 +43%
NFG
293
Nations Financial Group
Iowa
$10.1M +$406K +10,730 +4%
MA
294
MUFG Americas
New York
$10.1M -$526K -13,880 -5%
AAS
295
Annex Advisory Services
Wisconsin
$10.1M -$135K -3,570 -1%
CASB
296
Cape Ann Savings Bank
Massachusetts
$10M +$96.6K +2,550 +1%
FCA
297
FLC Capital Advisors
California
$9.99M +$3.2M +84,465 +47%
CIM
298
CIM Investment Management
Pennsylvania
$9.9M -$2.48M -65,490 -20%
FSC
299
Full Sail Capital
Oklahoma
$9.68M +$4.27M +112,825 +79%
PFA
300
Pettinga Financial Advisors
Indiana
$9.62M -$5.34M -141,050 -36%