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iShares Core S&P Mid-Cap ETF

1,283 hedge funds and large institutions have $33.5B invested in iShares Core S&P Mid-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 570 increasing their positions, 464 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,283
Holders Change
+19
Holders Change %
+1.5%
% of All Funds
27.81%
Holding in Top 10
253
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.2%
% of All Funds
5.48%
New
100
Increased
570
Reduced
464
Closed
64
Calls
$168M
Puts
$3.9M
Net Calls
+$164M
Net Calls Change
+$153M
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
351
Tyers Asset Management
Texas
$6.62M +$400K +10,560 +6%
MPW
352
MA Private Wealth
California
$6.56M +$221K +5,845 +3%
SIC
353
Shoker Investment Counsel
Ohio
$6.52M +$174K +4,595 +3%
William Blair & Company
354
William Blair & Company
Illinois
$6.52M +$1.26M +33,285 +24%
ERSOT
355
Employees Retirement System of Texas
Texas
$6.52M -$19.9M -524,525 -75%
LFAS
356
Level Four Advisory Services
Texas
$6.49M +$1.12M +29,450 +21%
BAMG
357
Brand Asset Management Group
Missouri
$6.48M +$503K +13,290 +8%
QCG
358
Quadrant Capital Group
Ohio
$6.36M -$201K -5,315 -3%
SFG
359
Sage Financial Group
Pennsylvania
$6.36M +$1.67M +44,125 +36%
UWPG
360
Ullmann Wealth Partners Group
Florida
$6.35M +$297K +7,850 +5%
WHG
361
Westwood Holdings Group
Texas
$6.29M -$1.08M -28,480 -15%
RSVP
362
Ramsay Stattman Vela & Price
Colorado
$6.28M -$15.2K -400 -0.2%
FFWA
363
FRG Family Wealth Advisors
Washington
$6.25M -$24.6K -650 -0.4%
SIAM
364
Sterling Investment Advisors (Missouri)
Missouri
$6.24M -$222K -5,850 -3%
CF
365
Copperwynd Financial
Arizona
$6.16M +$315K +8,325 +5%
AI
366
Accredited Investors
Minnesota
$6.15M +$33.3K +880 +0.5%
I
367
INVST
Indiana
$6.13M +$6.13M +159,660 New
PWW
368
Pettyjohn Wood & White
Virginia
$6.12M -$20.6K -545 -0.3%
PGA
369
Portland Global Advisors
Maine
$6.12M +$1.24M +32,750 +25%
CFB
370
Cullen/Frost Bankers
Texas
$6.06M +$868K +22,915 +17%
CFA
371
Carroll Financial Associates
North Carolina
$6.05M +$593K +15,645 +11%
SIA
372
Starfire Investment Advisers
Michigan
$6M -$8.52K -225 -0.1%
WS
373
Wela Strategies
Georgia
$5.95M -$3.77M -99,400 -39%
AWM
374
Avior Wealth Management
Nebraska
$5.93M +$50K +1,320 +0.9%
CT
375
Coastline Trust
Rhode Island
$5.9M