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iShares Core S&P Mid-Cap ETF

1,288 hedge funds and large institutions have $34.9B invested in iShares Core S&P Mid-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 574 increasing their positions, 455 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,288
Holders Change
+5
Holders Change %
+0.39%
% of All Funds
28.02%
Holding in Top 10
246
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-2.77%
% of All Funds
5.35%
New
70
Increased
574
Reduced
455
Closed
50
Calls
$171M
Puts
$4.41M
Net Calls
+$166M
Net Calls Change
+$2.08M
Name Holding Trade Value Shares
Change
Shares
Change %
SI
301
Stephens Inc
Arkansas
$9.55M +$3.94M +101,465 +70%
PWAP
302
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$9.47M +$604K +15,550 +7%
CFA
303
Carroll Financial Associates
North Carolina
$9.45M +$3.25M +83,575 +52%
KWMG
304
King Wealth Management Group
Florida
$9.38M +$953K +24,525 +11%
WCM
305
Windsor Capital Management
Arizona
$9.24M -$83.5K -2,150 -0.9%
Natixis Advisors
306
Natixis Advisors
Massachusetts
$9.19M +$2.1M +53,930 +30%
FMWA
307
Forvis Mazars Wealth Advisors
Missouri
$9.13M -$1.43M -36,740 -14%
ARG
308
Advisory Resource Group
Oklahoma
$9.12M +$340K +8,755 +4%
GG
309
Gofen & Glossberg
Illinois
$9.06M -$184K -4,735 -2%
WDL
310
Well Done LLC
Michigan
$8.97M -$140K -3,615 -2%
PP
311
Pegasus Partners
Wisconsin
$8.94M -$2.07M -53,195 -19%
MCG
312
MACRO Consulting Group
New Jersey
$8.81M -$172K -4,440 -2%
FCM
313
Flinton Capital Management
Pennsylvania
$8.81M +$163K +4,200 +2%
CAC
314
Certified Advisory Corp
Florida
$8.75M +$994K +25,575 +13%
CWM
315
Cornerstone Wealth Management
Missouri
$8.67M +$1.08M +27,855 +14%
MJRIC
316
Mogy Joel R Investment Counsel
California
$8.66M -$893K -22,975 -9%
AI
317
Atria Investments
North Carolina
$8.62M -$4.02M -107,915 -32%
MWM
318
Marietta Wealth Management
Georgia
$8.62M +$75.8K +1,950 +0.9%
KTC
319
Kistler-Tiffany Companies
Pennsylvania
$8.51M +$987K +25,400 +13%
TWM
320
Torch Wealth Management
Ohio
$8.46M +$18.5K +475 +0.2%
NCM
321
Neumann Capital Management
California
$8.4M +$451K +11,610 +6%
BOH
322
Bank of Hawaii
Hawaii
$8.37M +$659K +16,950 +9%
IWM
323
IHT Wealth Management
Illinois
$8.3M +$1.37M +35,245 +20%
PW
324
Price Wealth
Texas
$8.28M +$2.76M +71,165 +50%
CNC
325
Citizens & Northern Corp
Pennsylvania
$8.26M -$156K -4,010 -2%