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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 %
BCA
401
Berman Capital Advisors
Georgia
$5.3M +$637K +16,815 +14%
JT
402
Jump Trading
Illinois
$5.27M +$5.27M +139,170 New
WP
403
WealthPLAN Partners
Nebraska
$5.25M +$118K +3,115 +2%
PI
404
PFS Investments
Georgia
$5.23M +$1.27M +33,510 +32%
HCC
405
Hirtle Callaghan & Co
Pennsylvania
$5.21M +$3.31M +87,500 +175%
FMBTD
406
First Midwest Bank Trust Division
Illinois
$5.2M -$1.16M -30,620 -18%
FC
407
Ferris Capital
Massachusetts
$5.18M +$669K +17,650 +15%
APSP
408
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.13M +$68K +1,795 +1%
ASN
409
Advisory Services Network
Georgia
$5.08M -$136K -3,600 -3%
HMC
410
Harvard Management Company
Massachusetts
$5.07M -$75.4K -1,990 -1%
FWM
411
Frontier Wealth Management
Missouri
$5.06M -$221K -5,840 -4%
VFP
412
Verus Financial Partners
Virginia
$5.05M +$118K +3,115 +2%
FWCM
413
Ferguson Wellman Capital Management
Oregon
$5.04M +$208K +5,500 +4%
PB
414
Pinnacle Bancorp
Nebraska
$5.01M +$85K +2,245 +2%
BFWA
415
Benchmark Financial Wealth Advisors
Florida
$4.98M +$769K +20,310 +18%
SS
416
Simplicity Solutions
Minnesota
$4.97M +$2.2M +58,140 +80%
MCWS
417
McKinley Carter Wealth Services
West Virginia
$4.97M -$130K -3,425 -3%
BPWA
418
Beacon Pointe Wealth Advisors
California
$4.96M -$15.3K -405 -0.3%
WIC
419
Whitegate Investment Counselors
New Hampshire
$4.95M +$141K +3,710 +3%
TPA
420
Trivium Point Advisory
Connecticut
$4.95M +$485K +12,815 +11%
PTC
421
Private Trust Company
Ohio
$4.93M +$169K +4,470 +4%
NL
422
NWAM LLC
Washington
$4.92M +$87.3K +2,305 +2%
N
423
Natixis
France
$4.88M -$66.8K -1,770 -1%
CFC
424
Coyle Financial Counsel
Illinois
$4.87M -$1.89K -50 -0%
DCM
425
Dupont Capital Management
Delaware
$4.86M +$2.65M +70,060 +120%