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iShares Core S&P Mid-Cap ETF

1,384 hedge funds and large institutions have $30B invested in iShares Core S&P Mid-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 475 increasing their positions, 650 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
Holders Change %
0%
% of All Funds
28.45%
Holding in Top 10
236
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.67%
% of All Funds
4.85%
New
106
Increased
475
Reduced
650
Closed
93
Calls
$37.8M
Puts
$14.1M
Net Calls
+$23.7M
Net Calls Change
+$3.81M
Name Holding Trade Value Shares
Change
Shares
Change %
AA
351
Ancora Advisors
Ohio
$6.4M +$50.7K +1,425 +0.8%
HFA
352
High Falls Advisors
New York
$6.34M -$3.67M -103,300 -37%
William Blair & Company
353
William Blair & Company
Illinois
$6.32M -$331K -9,315 -5%
CAC
354
Certified Advisory Corp
Florida
$6.31M -$1.03M -29,045 -14%
ST
355
Smithfield Trust
Pennsylvania
$6.31M +$773K +21,730 +14%
GPA
356
Guidance Point Advisors
Massachusetts
$6.28M +$86.9K +2,445 +1%
IWA
357
Independence Wealth Advisors
Virginia
$6.27M +$162K +4,565 +3%
JWCA
358
J.W. Cole Advisors
Florida
$6.19M +$6.19M +174,160 New
AWM
359
Altus Wealth Management
Kentucky
$6.16M +$257K +7,225 +4%
HA
360
HYA Advisors
Missouri
$6.16M -$20.5K -575 -0.3%
PP
361
Palladium Partners
Virginia
$6.15M +$3.08M +86,550 +100%
BG
362
Berry Group
Massachusetts
$6.07M -$1.25M -35,035 -17%
RFO
363
RiverGlades Family Offices
Florida
$6.06M -$891K -25,065 -13%
JWBC
364
J.W. Burns & Co
New York
$6.06M -$69.2K -1,945 -1%
CFGS
365
Concourse Financial Group Securities
Alabama
$6.06M +$144K +4,060 +2%
IA
366
IFG Advisory
Georgia
$6.05M +$538K +15,120 +10%
MA
367
Montag & Associates
Georgia
$5.99M +$2.46M +69,135 +70%
CWA
368
Clarity Wealth Advisors
California
$5.99M -$35.6K -1,000 -0.6%
Prudential Financial
369
Prudential Financial
New Jersey
$5.97M -$38.5M -1,081,540 -87%
UWPG
370
Ullmann Wealth Partners Group
Florida
$5.96M -$2.16M -60,615 -27%
First Trust Advisors
371
First Trust Advisors
Illinois
$5.95M +$2.63M +73,930 +79%
BOTW
372
Bank of the West
California
$5.94M -$1.1M -30,890 -16%
PFA
373
Pettinga Financial Advisors
Indiana
$5.92M -$980K -27,560 -14%
Principal Financial Group
374
Principal Financial Group
Iowa
$5.92M -$2.04M -57,495 -26%
EWM
375
Evercore Wealth Management
New York
$5.89M -$1.22M -34,185 -17%