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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 %
KFA
401
Kays Financial Advisory
Georgia
$4.4M +$233K +8,090 +6%
HF
402
Halpern Financial
Virginia
$4.34M +$1.77M +61,630 +69%
FWM
403
Frontier Wealth Management
Missouri
$4.34M +$297K +10,315 +7%
CCP
404
Cardan Capital Partners
Colorado
$4.31M +$4.31M +149,645 New
Jane Street
405
Jane Street
New York
$4.29M +$4.07M +141,555 +1,850%
PCM
406
Pennsylvania Capital Management
Pennsylvania
$4.29M -$300K -11,250 -7%
CFG
407
CKW Financial Group
Hawaii
$4.29M -$21.1M -780,710 -83%
HWA
408
Hilltop Wealth Advisors
North Carolina
$4.25M +$888K +30,855 +26%
HR
409
Hardy Reed
Mississippi
$4.22M +$761K +26,460 +22%
GLLW
410
Graves Light Lenhart Wealth
Virginia
$4.19M -$19.4K -675 -0.5%
FC
411
Ferris Capital
Massachusetts
$4.19M -$61.6K -2,140 -1%
SFG
412
Summit Financial Group
West Virginia
$4.11M -$36K -1,250 -0.9%
FNBT
413
FineMark National Bank & Trust
Florida
$4.1M +$38.4K +1,335 +0.9%
GIA
414
GHP Investment Advisors
Colorado
$4.1M -$140K -4,855 -3%
SLT
415
St Louis Trust
Missouri
$4.09M
SSW
416
Smith Shellnut Wilson
Mississippi
$4.09M +$615K +21,360 +18%
ASN
417
Advisory Services Network
Georgia
$4.09M +$406K +14,105 +11%
PFG
418
Pacific Financial Group
Washington
$4.08M -$67.7M -2,351,585 -94%
APSP
419
Asset Planning Services (Pennsylvania)
Pennsylvania
$4.06M +$206K +7,150 +5%
CB
420
Commerce Bank
Missouri
$3.98M -$309K -10,745 -7%
MC
421
Middleton & Co
Massachusetts
$3.97M +$13.8K +480 +0.3%
PCFFS
422
Pacific Center for Financial Services
California
$3.93M -$112K -3,900 -3%
PWW
423
Pettyjohn Wood & White
Virginia
$3.91M -$954K -33,145 -20%
SG
424
StoneX Group
New York
$3.89M +$1.82M +63,290 +88%
NGA
425
Naples Global Advisors
Florida
$3.86M -$145K -5,035 -4%