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iShares Core S&P Mid-Cap ETF

1,501 hedge funds and large institutions have $38.2B invested in iShares Core S&P Mid-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 597 increasing their positions, 451 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,501
Holders Change
+202
Holders Change %
+15.55%
% of All Funds
29.64%
Holding in Top 10
303
Holding in Top 10 Change
+56
Holding in Top 10 Change %
+22.67%
% of All Funds
5.98%
New
271
Increased
597
Reduced
451
Closed
48
Calls
$180M
Puts
$8.57M
Net Calls
+$171M
Net Calls Change
-$50.4M
Name Holding Trade Value Shares
Change
Shares
Change %
QCG
326
Quadrant Capital Group
Ohio
$9.73M +$4.02M +98,480 +70%
GG
327
Gofen & Glossberg
Illinois
$9.73M +$70.6K +1,715 +0.7%
BBNA
328
Bremer Bank National Association
Minnesota
$9.71M -$860K -20,885 -8%
FAG
329
Financial Advisory Group
Texas
$9.69M +$9.69M +235,320 New
WCM
330
Windsor Capital Management
Arizona
$9.68M -$44.2K -1,075 -0.5%
GIA
331
Gladstone Institutional Advisory
Florida
$9.66M +$155K +3,760 +2%
RJT
332
Raymond James Trust
Florida
$9.49M +$740K +17,975 +8%
1SB
333
1ST Source Bank
Indiana
$9.47M +$614K +14,920 +7%
WDL
334
Well Done LLC
Michigan
$9.44M -$8.44K -205 -0.1%
MJRIC
335
Mogy Joel R Investment Counsel
California
$9.41M +$44.3K +1,075 +0.5%
IWMA
336
Ironwood Wealth Management (Arizona)
Arizona
$9.37M +$555K +13,480 +6%
CCM
337
Coldstream Capital Management
Washington
$9.34M -$9.24M -224,400 -50%
CFA
338
Carroll Financial Associates
North Carolina
$9.3M -$227K -5,515 -2%
Natixis Advisors
339
Natixis Advisors
Massachusetts
$9.27M -$1.04M -25,335 -10%
CAC
340
Certified Advisory Corp
Florida
$9.27M -$207K -5,025 -2%
BOTW
341
Bank of the West
California
$9.22M -$46.5K -1,130 -0.5%
RCM
342
Requisite Capital Management
Texas
$9.14M +$1.16M +28,145 +15%
AWM
343
Avondale Wealth Management
Texas
$9.08M +$634K +15,400 +8%
OPS
344
Orion Portfolio Solutions
Nebraska
$9.06M +$9.06M +220,160 New
SMC
345
Smith, Moore & Co
Missouri
$9.05M +$189K +4,580 +2%
NCM
346
Neumann Capital Management
California
$9.01M +$146K +3,540 +2%
PP
347
Pegasus Partners
Wisconsin
$9M +$1.71M +41,480 +23%
CPP
348
Crow Point Partners
Massachusetts
$8.87M +$8.28M +367,720 +1,410%
BOH
349
Bank of Hawaii
Hawaii
$8.85M -$41K -995 -0.5%
PW
350
Price Wealth
Texas
$8.83M +$58.9K +1,430 +0.7%