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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 %
PW
326
Price Wealth
Texas
$8.23M
RJT
327
Raymond James Trust
Florida
$8.21M +$901K +23,310 +12%
RBCM
328
Raub Brock Capital Management
California
$8.15M +$137K +3,550 +2%
Brown Advisory
329
Brown Advisory
Maryland
$8.1M +$170K +4,390 +2%
EDRIA
330
Edmonds Duncan Registered Investment Advisors
Kansas
$8.01M -$170K -4,395 -2%
CF
331
Copperwynd Financial
Arizona
$7.98M +$981K +24,635 +14%
AWM
332
Avondale Wealth Management
Texas
$7.93M -$3.49M -90,320 -31%
PGWM
333
Parisi Gray Wealth Management
New Jersey
$7.9M -$183K -4,735 -2%
CWM
334
Cornerstone Wealth Management
Missouri
$7.89M -$732K -18,930 -8%
DCM
335
DeGreen Capital Management
Arizona
$7.81M -$4.12M -106,550 -35%
CGA
336
Crescent Grove Advisors
Illinois
$7.8M +$1.38M +35,640 +21%
FMWA
337
Forvis Mazars Wealth Advisors
Missouri
$7.76M -$1.33M -34,385 -15%
PMG
338
ProVise Management Group
Florida
$7.73M -$9.08K -235 -0.1%
PGA
339
Portland Global Advisors
Maine
$7.63M +$313K +8,090 +4%
RFO
340
RiverGlades Family Offices
Florida
$7.6M +$23.2K +600 +0.3%
RCM
341
Requisite Capital Management
Texas
$7.49M -$3.16M -81,715 -30%
CFD
342
Creative Financial Designs
Indiana
$7.45M +$465K +12,435 +7%
OC
343
Oppenheimer & Co
New York
$7.4M -$628K -16,245 -8%
William Blair & Company
344
William Blair & Company
Illinois
$7.4M -$96K -2,485 -1%
SCA
345
Snowden Capital Advisors
New York
$7.33M -$13.1K -340 -0.2%
AI
346
Atria Investments
North Carolina
$7.32M -$1.63M -42,265 -18%
BAMG
347
Brand Asset Management Group
Missouri
$7.31M +$204K +5,290 +3%
SDIC
348
South Dakota Investment Council
South Dakota
$7.28M +$7.28M +188,485 New
AA
349
Ancora Advisors
Ohio
$7.27M -$132K -3,405 -2%
PBO
350
Peoples Bank (Ohio)
Ohio
$7.25M -$151K -3,900 -2%