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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 %
CTA
276
Colonial Trust Advisors
South Carolina
$7.94M -$729K -25,340 -8%
FWIA
277
Fort Washington Investment Advisors
Ohio
$7.91M -$2.84M -98,680 -26%
WWM
278
Western Wealth Management
Colorado
$7.9M -$1.58K -55 -0%
MSA
279
Marino Stram & Associates
Massachusetts
$7.87M -$360K -12,525 -4%
SI
280
Stephens Inc
Arkansas
$7.85M +$264K +9,180 +3%
MBT
281
Montecito Bank & Trust
California
$7.73M -$819K -28,470 -10%
LA
282
Lynch & Associates
Indiana
$7.72M -$739K -25,685 -9%
GW
283
GW & Wade
Massachusetts
$7.71M -$1.96M -68,160 -20%
BA
284
Bristlecone Advisors
Washington
$7.71M +$613K +21,295 +9%
ACM
285
Armbruster Capital Management
New York
$7.69M -$3.97M -137,835 -34%
BRC
286
BHF RG Capital
Arizona
$7.67M +$216K +7,515 +3%
PI
287
PFS Investments
Georgia
$7.63M +$2.35M +81,820 +45%
B
288
Bailard
California
$7.61M -$281K -9,750 -4%
NC
289
NewSquare Capital
Pennsylvania
$7.6M -$290K -10,085 -4%
IDA
290
Intelligence Driven Advisers
California
$7.57M +$1.64M +56,935 +28%
MWM
291
Marietta Wealth Management
Georgia
$7.53M +$425K +14,755 +6%
IWMA
292
Ironwood Wealth Management (Arizona)
Arizona
$7.45M +$899K +31,260 +14%
AMG
293
Asset Management Group
Connecticut
$7.42M +$13.5K +470 +0.2%
CWA
294
Core Wealth Advisors
Florida
$7.41M +$526K +18,270 +8%
SIA
295
Soltis Investment Advisors
Utah
$7.32M -$7.84M -272,400 -52%
VC
296
Vestor Capital
Illinois
$7.28M -$4.26M -147,930 -37%
HSA
297
HBK Sorce Advisory
Pennsylvania
$7.28M -$1.19M -41,265 -14%
QCG
298
Quadrant Capital Group
Ohio
$7.26M +$400K +13,890 +6%
CG
299
Cynosure Group
Utah
$7.23M -$1.42M -49,470 -16%
AAS
300
Avantax Advisory Services
Texas
$7.21M -$2.48M -86,270 -26%