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iShares Core S&P Mid-Cap ETF

1,384 hedge funds and large institutions have $30B invested in iShares Core S&P Mid-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 475 increasing their positions, 650 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
Holders Change %
0%
% of All Funds
28.45%
Holding in Top 10
236
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.67%
% of All Funds
4.85%
New
106
Increased
475
Reduced
650
Closed
93
Calls
$37.8M
Puts
$14.1M
Net Calls
+$23.7M
Net Calls Change
+$3.81M
Name Holding Trade Value Shares
Change
Shares
Change %
1SB
276
1ST Source Bank
Indiana
$9.42M -$1.2M -33,675 -11%
BAMG
277
Brand Asset Management Group
Missouri
$9.39M +$674K +18,960 +8%
AMG
278
Asset Management Group
Connecticut
$9.25M +$80.2K +2,255 +0.9%
TPCW
279
TD Private Client Wealth
New York
$9.24M -$2.68M -75,255 -22%
WIP
280
Wellesley Investment Partners
Massachusetts
$9.23M -$6.12M -172,220 -40%
OPS
281
Orion Portfolio Solutions
Nebraska
$9.21M +$682K +19,175 +8%
B
282
Bailard
California
$9.07M -$332K -9,340 -4%
CS
283
Credit Suisse
Switzerland
$9.04M +$6.97M +195,840 +335%
SIA
284
Soltis Investment Advisors
Utah
$9.02M -$24.7K -695 -0.3%
SAG
285
Spotlight Asset Group
Illinois
$9.01M +$221K +6,210 +3%
GW
286
GW & Wade
Massachusetts
$8.96M -$567K -15,940 -6%
MCG
287
MACRO Consulting Group
New Jersey
$8.91M -$152K -4,270 -2%
NFG
288
Next Financial Group
Texas
$8.91M +$1.73M +48,595 +24%
RRC
289
Relaxing Retirement Coach
Massachusetts
$8.87M -$4.27M -120,070 -33%
CA
290
Crewe Advisors
Utah
$8.86M +$703K +19,755 +9%
LSERS
291
Louisiana State Employees Retirement System
Louisiana
$8.85M -$11.6M -326,000 -57%
SW
292
SVB Wealth
Massachusetts
$8.82M -$41.2M -1,158,485 -82%
AWM
293
Avondale Wealth Management
Texas
$8.79M -$100K -2,820 -1%
AAS
294
Avantax Advisory Services
Texas
$8.77M -$144K -4,055 -2%
TCBWMS
295
Texas Capital Bank Wealth Management Services
Texas
$8.69M -$1.54M -43,420 -15%
PGA
296
Portland Global Advisors
Maine
$8.68M +$836K +23,495 +11%
DCM
297
DeGreen Capital Management
Arizona
$8.66M +$406K +11,405 +5%
NA
298
NewEdge Advisors
Louisiana
$8.66M +$274K +7,710 +3%
NC
299
NewSquare Capital
Pennsylvania
$8.66M -$733K -20,600 -8%
WHG
300
Westwood Holdings Group
Texas
$8.66M +$2.43M +68,335 +39%