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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 %
LA
276
Lynch & Associates
Indiana
$11M +$110K +2,840 +1%
MSA
277
Marino Stram & Associates
Massachusetts
$11M +$272K +7,035 +3%
FBB
278
Fulton Breakefield Broenniman
Maryland
$10.9M +$607K +15,705 +6%
BPA
279
Beacon Pointe Advisors
California
$10.8M +$33.1K +855 +0.3%
CIM
280
CIM Investment Management
Pennsylvania
$10.8M +$92.4K +2,390 +0.9%
CAGAS
281
Capital Advisory Group Advisory Services
Minnesota
$10.8M -$395K -10,215 -4%
RhumbLine Advisers
282
RhumbLine Advisers
Massachusetts
$10.7M +$2.98M +77,070 +39%
Principal Financial Group
283
Principal Financial Group
Iowa
$10.6M -$560K -14,500 -5%
WS
284
Wela Strategies
Georgia
$10.5M +$4.89M +126,660 +87%
JIC
285
Johnson Investment Counsel
Ohio
$10.5M -$146K -3,790 -1%
NC
286
NewSquare Capital
Pennsylvania
$10.5M -$159K -4,105 -1%
KWMG
287
King Wealth Management Group
Florida
$10.2M +$893K +23,100 +10%
Rockefeller Capital Management
288
Rockefeller Capital Management
New York
$10.2M +$2.72M +70,460 +36%
FCA
289
FLC Capital Advisors
California
$10M -$227K -5,865 -2%
FPFS
290
First Personal Financial Services
North Carolina
$10M +$53.5K +1,385 +0.5%
CC
291
Cedar Capital
Illinois
$10M -$2.72M -70,480 -21%
GC
292
Grimes & Company
Massachusetts
$9.97M -$433K -11,195 -4%
BBNA
293
Bremer Bank National Association
Minnesota
$9.92M -$443K -11,455 -4%
AAS
294
Annex Advisory Services
Wisconsin
$9.91M -$98.9K -2,560 -1%
AMG
295
Asset Management Group
Connecticut
$9.89M +$173K +4,485 +2%
CAI
296
Capital Advisors Inc
Oklahoma
$9.87M
SI
297
Stephens Inc
Arkansas
$9.86M +$359K +9,285 +4%
IWM
298
IHT Wealth Management
Illinois
$9.84M +$1.59M +41,170 +19%
FPGK
299
Financial Partners Group (Kansas)
Kansas
$9.84M -$564K -14,605 -5%
GRP
300
Global Retirement Partners
California
$9.8M -$3.44M -89,075 -26%