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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 %
GIA
401
GHP Investment Advisors
Colorado
$5.1M +$34.8K +980 +0.7%
PCFFS
402
Pacific Center for Financial Services
California
$5.07M +$220K +6,190 +5%
SLT
403
St Louis Trust
Missouri
$5.06M
SSW
404
Smith Shellnut Wilson
Mississippi
$5.05M -$4.27K -120 -0.1%
CA
405
Centerpoint Advisors
Massachusetts
$5.04M +$4.97M +139,635 +6,525%
APSP
406
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.03M +$18.7K +525 +0.4%
SFG
407
Summit Financial Group
West Virginia
$5M -$81.6K -2,295 -2%
RhumbLine Advisers
408
RhumbLine Advisers
Massachusetts
$4.97M -$13.8M -389,300 -74%
WFA
409
Wellspring Financial Advisors
Ohio
$4.97M +$2.21M +62,165 +80%
FFWA
410
FRG Family Wealth Advisors
Washington
$4.95M -$523K -14,705 -10%
MC
411
Middleton & Co
Massachusetts
$4.93M +$21.3K +600 +0.4%
CT
412
Coastline Trust
Rhode Island
$4.88M -$691K -19,435 -12%
CCM
413
Coldstream Capital Management
Washington
$4.84M -$615K -17,295 -11%
JWM
414
JGP Wealth Management
Oregon
$4.84M -$333K -9,410 -6%
NL
415
NWAM LLC
Washington
$4.78M -$84.1K -2,365 -2%
MAFM
416
Mid Atlantic Financial Management
Pennsylvania
$4.75M -$851K -23,930 -15%
NGA
417
Naples Global Advisors
Florida
$4.74M -$31.8K -895 -0.7%
FCA
418
FLC Capital Advisors
California
$4.65M -$4.47M -124,740 -49%
CAGAS
419
Capital Advisory Group Advisory Services
Minnesota
$4.61M +$5.33K +150 +0.1%
SWM
420
SVA Wealth Management
Wisconsin
$4.6M +$1.61M +45,365 +54%
LAS
421
Lloyd Advisory Services
Georgia
$4.54M +$372K +10,465 +9%
FC
422
Ferris Capital
Massachusetts
$4.53M -$646K -18,155 -12%
FDCDDQ
423
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.52M +$109K +3,055 +2%
HWA
424
Heritage Wealth Advisors
Virginia
$4.51M -$24.5K -690 -0.5%
CB
425
Commerce Bank
Missouri
$4.5M -$418K -11,750 -8%