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iShares Core S&P Mid-Cap ETF

1,384 hedge funds and large institutions have $25.3B invested in iShares Core S&P Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 492 increasing their positions, 673 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
-117
Holders Change %
-7.79%
% of All Funds
30.57%
Holding in Top 10
240
Holding in Top 10 Change
-63
Holding in Top 10 Change %
-20.79%
% of All Funds
5.3%
New
80
Increased
492
Reduced
673
Closed
178
Calls
$25.4M
Puts
$5.55M
Net Calls
+$19.9M
Net Calls Change
-$151M
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
376
Clarity Wealth Advisors
California
$4.87M +$21.1K +735 +0.4%
BC
377
Brinker Capital
Pennsylvania
$4.8M -$385K -13,370 -7%
CFGS
378
Concourse Financial Group Securities
Alabama
$4.78M -$544K -18,900 -10%
AWM
379
Altus Wealth Management
Kentucky
$4.78M -$52.9K -1,840 -1%
CFB
380
Cullen/Frost Bankers
Texas
$4.76M -$117K -4,070 -2%
TCM
381
Towercrest Capital Management
Pennsylvania
$4.71M +$71.6K +2,485 +2%
RSVP
382
Ramsay Stattman Vela & Price
Colorado
$4.69M -$67.5K -2,345 -1%
NPF
383
Norris Perne & French
Michigan
$4.64M -$36.4K -1,265 -0.8%
SCA
384
Snowden Capital Advisors
New York
$4.61M -$442K -15,355 -9%
RWRC
385
R.W. Roge & Company
New York
$4.59M +$1.74M +60,410 +61%
MCM
386
Magnolia Capital Management
New York
$4.58M -$1.41M -48,875 -24%
Squarepoint
387
Squarepoint
New York
$4.55M +$4.55M +158,270 New
MAFM
388
Mid Atlantic Financial Management
Pennsylvania
$4.53M +$228K +7,910 +5%
LFAS
389
Level Four Advisory Services
Texas
$4.53M -$266K -9,245 -6%
CT
390
Coastline Trust
Rhode Island
$4.51M -$12.9K -450 -0.3%
BNP Paribas Financial Markets
391
BNP Paribas Financial Markets
France
$4.5M +$2.05M +71,310 +84%
N
392
Natixis
France
$4.49M -$3.02K -105 -0.1%
ST
393
Smithfield Trust
Pennsylvania
$4.48M +$502K +17,445 +13%
JWM
394
JGP Wealth Management
Oregon
$4.48M +$127K +4,155 +3%
IA
395
IFG Advisory
Georgia
$4.46M +$384K +13,335 +9%
ABC
396
Associated Banc-Corp
Wisconsin
$4.45M -$864K -30,035 -16%
FFWA
397
FRG Family Wealth Advisors
Washington
$4.43M -$260K -9,025 -6%
S
398
Schroders
United Kingdom
$4.43M -$116M -4,025,940 -96%
CCM
399
Coldstream Capital Management
Washington
$4.42M -$2.11M -73,445 -32%
CIBC World Market
400
CIBC World Market
Ontario, Canada
$4.41M +$260K +9,050 +6%