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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 %
TWM
351
Torch Wealth Management
Ohio
$8.82M -$125K -3,040 -1%
CNC
352
Citizens & Northern Corp
Pennsylvania
$8.82M +$20.2K +490 +0.2%
KTC
353
Kistler-Tiffany Companies
Pennsylvania
$8.79M -$392K -9,515 -4%
BG
354
Berry Group
Massachusetts
$8.77M +$8.77M +212,925 New
Principal Financial Group
355
Principal Financial Group
Iowa
$8.73M -$2.51M -60,935 -22%
RBCM
356
Raub Brock Capital Management
California
$8.7M +$13.4K +325 +0.2%
MCG
357
MACRO Consulting Group
New Jersey
$8.68M -$118K -2,855 -1%
ISWM
358
Independent Solutions Wealth Management
New York
$8.68M +$8.68M +210,780 New
PGA
359
Portland Global Advisors
Maine
$8.59M +$462K +11,220 +6%
ZB
360
Zions Bancorporation
Utah
$8.56M +$8.28M +201,110 +2,955%
MCM
361
Magnolia Capital Management
New York
$8.56M +$8.56M +207,885 New
IDA
362
Intelligence Driven Advisers
California
$8.49M +$986K +23,955 +13%
DCM
363
DeGreen Capital Management
Arizona
$8.48M +$153K +3,725 +2%
CGA
364
Crescent Grove Advisors
Illinois
$8.42M +$113K +2,740 +1%
PGWM
365
Parisi Gray Wealth Management
New Jersey
$8.34M -$66.9K -1,625 -0.8%
CAAS
366
Capital Asset Advisory Services
Michigan
$8.22M +$8.22M +197,940 New
PMG
367
ProVise Management Group
Florida
$8.14M -$94.5K -2,295 -1%
RCA
368
Resonant Capital Advisors
Wisconsin
$8.13M +$8.13M +197,475 New
LBC
369
Lowe Brockenbrough & Co
Virginia
$8.07M +$619K +15,025 +8%
SAG
370
Spotlight Asset Group
Illinois
$8.05M +$8.05M +254,655 New
FMWA
371
Forvis Mazars Wealth Advisors
Missouri
$8.03M -$229K -5,560 -3%
CWM
372
Cornerstone Wealth Management
Missouri
$8.03M -$381K -9,245 -5%
William Blair & Company
373
William Blair & Company
Illinois
$8M +$119K +2,880 +2%
BAMG
374
Brand Asset Management Group
Missouri
$7.97M +$188K +4,575 +2%
RFO
375
RiverGlades Family Offices
Florida
$7.97M -$131K -3,185 -2%